Estate Planning Attorneys in Seal Beach, CA

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List of Firms

Top Seal Beach, CA Estate Planning Law Firms

Alban & Alban
5 out of 5
Location 3030 Old Ranch Pkwy # 160, Seal Beach, CA 90740, USA
Phone (562) 594-0222
Directions
Lynn E Moyer Law Offices
5 out of 5
Location 12501 Seal Beach Blvd UNIT 120, Seal Beach, CA 90740, USA
Phone (562) 437-4407
Directions
Meier Law Firm
5 out of 5
Location 450 Newport Center Dr # 625, Newport Beach, CA 92660, USA
Phone (949) 569-6076
Directions
Velasco Law Group
5 out of 5
Location 333 W Broadway Suite #100, Long Beach, CA 90802, USA
Phone (562) 432-5541
Directions
Borton Petrini, LLP
Location 3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740, USA
Phone (213) 624-2869
Directions
Law Office of James F. Roberts and Associates
5 out of 5
Location 3061 E La Palma Ave, Anaheim, CA 92806, USA
Phone (714) 282-7488
Directions
Law Offices of John E Trommald
4 out of 5
Location 13912 Seal Beach Blvd, Seal Beach, CA 90740, USA
Phone (562) 430-3275
Directions
TLD Law
4 out of 5
Location 3900 Kilroy Airport Way #240, Long Beach, CA 90806, USA
Phone (562) 923-0971
Directions
Hector C. Perez, Attorney and Counselor
5 out of 5
Location 3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740, USA
Phone (562) 799-5524
Directions
Law Office of Stacy L. Campuzano
4 out of 5
Location 3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740, USA
Phone (562) 799-5503
Directions
Claveran Law Firm
Location 5199 E Pacific Coast Hwy, Long Beach, CA 90804, USA
Phone (562) 494-2828
Directions
Sterzer & Associates, A Law Corporation
5 out of 5
Location 5200 Warner Ave STE 204, Huntington Beach, CA 92649, USA
Phone (714) 750-9370
Directions
The Law Offices of Lawrence H. Nemirow PC
5 out of 5
Location 5242 Katella Ave Ste 104, Los Alamitos, CA 90720, USA
Phone (562) 799-1379
Directions
Estate Planning Lawyers in Seal Beach, CA

Where Estate Planners in Seal Beach, CA Serve

Seal Beach, CA is a charming coastal city located in Orange County, known for its beautiful beaches and rich history. This city boasts a variety of landmarks, including the iconic Seal Beach Pier, which offers stunning views of the Pacific Ocean and is a popular spot for fishing and surfing. Another notable landmark is the Red Car Museum, which showcases the history of the Pacific Electric Railway. In terms of top employers, Seal Beach is home to several major corporations, including Boeing, which has a large facility in the city and provides jobs for thousands of residents. Other top employers include the Seal Beach Naval Weapons Station and the Seal Beach School District. The city is also conveniently located near several major highways and streets, including the Pacific Coast Highway, which runs along the coast and offers easy access to nearby cities like Long Beach and Huntington Beach. Other major highways in the area include the 405 and 22 freeways. Seal Beach is divided into several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Seal Beach, CA

Banks and Credit Unions

Residents of Seal Beach, CA can benefit from a bank in various ways. For instance, a bank can help them manage their finances by offering them savings accounts, checking accounts, and other financial products. This can enable them to save money, pay bills, and make transactions with ease. Additionally, banks can provide loans to residents who may need financial assistance for various reasons such as buying a home, starting a business, or paying for education. A bank can also help residents with financial planning and investment advice to help them achieve their long-term financial goals. Furthermore, given Seal Beach's proximity to the ocean, a bank can offer specialized services such as boat loans and marine insurance to residents who own boats or other watercraft. Overall, a bank can provide valuable financial services to the residents of Seal Beach, helping them to better manage their finances and achieve their financial objectives.

Insurance Broker

Residents of Seal Beach, CA can benefit from the expertise of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the unique insurance needs of living in a coastal community. Seal Beach is prone to natural disasters such as earthquakes, floods, and wildfires, which can have devastating effects on homes and property. An insurance broker can help residents find the right coverage to protect their homes and belongings in the event of a disaster. Additionally, an insurance broker can help residents find affordable health insurance plans, which can be especially important for those who are self-employed or do not receive health benefits from their employer. Overall, an insurance broker can provide personalized guidance and support to help residents of Seal Beach find the insurance coverage they need to protect themselves and their families.

Retirement Planning

Residents of Seal Beach, CA can benefit greatly from the guidance of a retirement planner. With a large population of retirees, the planner can help individuals navigate the complexities of Social Security, Medicare, and other retirement benefits. Additionally, the planner can assist in creating a personalized retirement plan that takes into account the unique characteristics of Seal Beach, such as the high cost of living and proximity to healthcare facilities. By working with a retirement planner, residents can gain peace of mind knowing that they have a solid financial plan in place for their golden years.

Wealth Management

Residents of Seal Beach, CA could benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways would be in managing their retirement savings. With many residents nearing retirement age, a wealth manager could help them navigate the complexities of retirement planning, including choosing the right investment vehicles and maximizing their Social Security benefits. Additionally, given Seal Beach's high cost of living, a wealth manager could help residents create a budget and manage their expenses to ensure they are on track to meet their financial goals. With the help of a wealth manager, residents of Seal Beach could feel more confident in their financial future and enjoy the beautiful coastal community without worrying about their finances.

Financial Advisor

Residents of Seal Beach, CA can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by providing guidance on retirement planning. With a large population of retirees in Seal Beach, a financial advisor can help residents navigate the complex world of retirement income planning, including Social Security benefits, pensions, and investment strategies. Additionally, with the high cost of living in Southern California, a financial advisor can assist Seal Beach residents in creating a budget and managing their expenses to ensure financial stability. Overall, a financial advisor can provide valuable advice and expertise to help residents of Seal Beach achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Seal Beach, CA can benefit greatly from the services of a mortgage loan officer. One of the most common ways a loan officer can help is by providing guidance on the various mortgage options available in the area. With Seal Beach being a coastal community, the loan officer can specifically advise on the best loan options for beachfront properties, which may have different requirements than properties further inland. Additionally, the loan officer can assist residents in navigating the often complicated and confusing process of obtaining a mortgage, from pre-approval to closing. This can be especially helpful for first-time homebuyers or those with less-than-perfect credit. Overall, the expertise and support of a mortgage loan officer can make the home buying process in Seal Beach much smoother and less stressful.

Tax Services

Residents of Seal Beach, CA can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is by helping them navigate the complex tax laws and regulations specific to the state of California. For example, California has a higher state income tax rate compared to other states, which can impact how much residents owe in taxes. A tax advisor can help residents understand how to optimize their tax returns and minimize their tax liabilities. Additionally, Seal Beach residents who own rental properties or businesses may require specialized tax advice to ensure compliance with local tax laws. A tax advisor can provide guidance on how to properly report income, expenses, and deductions to avoid any potential legal issues. Overall, a tax advisor can be a valuable resource for Seal Beach residents looking to maximize their financial well-being and minimize their tax burden.

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