Estate Planning Attorneys in Costa Mesa, CA

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List of Firms

Top Costa Mesa, CA Estate Planning Law Firms

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RSnyder Law Firm, PC
4 out of 5
Location 950 S Coast Dr Ste. 210, Costa Mesa, CA 92626, USA
Phone (949) 484-0175
Language https://rsnyderlaw.com/
Directions
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Lewis-Traut & Ruswick, APC
Location 949 S Coast Dr #555, Costa Mesa, CA 92626, USA
Phone (714) 581-8808
Language http://lewisplanning.com/
Directions
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Law Office of Susan A. Katzen
5 out of 5
Location 4440 Von Karman Ave Suite 350, Newport Beach, CA 92660, USA
Phone (714) 374-2244
Language http://skatzenlaw.com/
Directions
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Tumer and Sharif Attorneys At Law
5 out of 5
Location 170 E 17th St #208, Costa Mesa, CA 92627, USA
Phone (949) 287-6901
Language https://tumersharif.com/
Directions
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Fallahi Zaher, Attorney At Law, CPA
4 out of 5
Location 650 Town Center Dr #880, Costa Mesa, CA 92626, USA
Phone (877) 687-7558
Directions
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RTM Law, APC
5 out of 5
Location 695 Town Center Dr Suite 700, Costa Mesa, CA 92626, USA
Phone (949) 287-4342
Language http://rtmlawfirm.com/?utm_source=gmb&utm_medium=referral
Directions
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Larsen & Risley
4 out of 5
Location 3200 Park Center Dr # 720, Costa Mesa, CA 92626, USA
Phone (714) 540-1770
Language http://www.larsenrisley.com/
Directions
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Bohm Wildish & Matsen, LLP
4 out of 5
Location 600 Anton Blvd Ste 640, Costa Mesa, CA 92626, USA
Phone (714) 384-6500
Language https://www.bohmwildish.com/
Directions
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The Law Firm of Bezaire, Ledwitz & Associates, APC
1 out of 5
Location 555 Anton Blvd Ste 150, Costa Mesa, CA 92627, USA
Phone (714) 238-0030
Language http://smartestateplans.com/
Directions
Estate Planning Lawyers in Costa Mesa, CA

Where Estate Planners in Costa Mesa, CA Serve

Costa Mesa, CA is a vibrant city located in Orange County, boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Segerstrom Center for the Arts to the bustling South Coast Plaza, there is always something to see and do in this bustling city. Top employers in Costa Mesa include the Orange County Fairgrounds, Experian, and the Vanguard Group, providing a diverse range of job opportunities for residents. Major highways and streets in the area include the 405 and 55 freeways, as well as Bristol Street and Harbor Boulevard, making transportation a breeze. Neighborhoods in Costa Mesa range from the upscale South Coast Metro area to the eclectic Westside, offering a diverse range of living options for residents. With its bustling economy, rich cultural offerings, and thriving neighborhoods, Costa Mesa is a city that truly has something for everyone.

Financial Services Related to Estate Planning in Costa Mesa, CA

Banks and Credit Unions

Residents of Costa Mesa, CA can benefit from a bank in a variety of ways. For instance, a bank can provide them with loans to finance their businesses or homes. This is particularly important in Costa Mesa, which is known for its vibrant business community and high property values. Additionally, banks can offer residents a range of financial products and services, such as savings accounts, checking accounts, and credit cards. This can help them to manage their finances more effectively and achieve their financial goals. Furthermore, banks can provide residents with access to ATMs and online banking services, which can make it easier for them to manage their money on the go. All in all, a bank can be a valuable resource for residents of Costa Mesa, helping them to achieve financial stability and success.

Insurance Broker

Residents of Costa Mesa, CA can benefit greatly from the services of an insurance broker. With the city's location in Orange County, residents may face unique risks such as earthquakes or wildfires, making it important to have insurance coverage that adequately protects their homes and belongings. An insurance broker can help residents navigate the often-confusing world of insurance policies and find the best coverage options for their specific needs and budget. Additionally, with the city's diverse population and range of businesses, an insurance broker can assist with finding the right health insurance, liability coverage, and workers' compensation policies for individuals and business owners alike. Overall, an insurance broker can provide peace of mind and financial security for residents of Costa Mesa, CA.

Retirement Planning

Residents of Costa Mesa, CA can greatly benefit from the expertise of a retirement planner. With its proximity to the beach and various cultural attractions, Costa Mesa is a desirable place to retire. However, the cost of living can be high, and many residents may struggle to maintain their desired lifestyle in retirement. A retirement planner can help residents of Costa Mesa navigate the complex world of retirement planning, including creating a budget, managing investments, and maximizing social security benefits. Additionally, a retirement planner can provide guidance on healthcare costs, which can be especially important in a city with high healthcare expenses like Costa Mesa. With the help of a retirement planner, residents of Costa Mesa can feel confident in their financial future and enjoy their retirement to the fullest.

Wealth Management

Residents of Costa Mesa, CA can benefit greatly from the assistance of a wealth manager. With the city's close proximity to major metropolitan areas like Los Angeles and San Diego, many residents work in high-paying industries such as entertainment, technology, and finance. A wealth manager can help these individuals make the most of their earnings by providing guidance on investment strategies, tax planning, and retirement planning. Additionally, with the city's high cost of living, a wealth manager can help residents budget effectively and make informed decisions about major purchases like homes and cars. Overall, a wealth manager can provide valuable support to individuals looking to build and maintain their wealth in Costa Mesa, CA.

Financial Advisor

Residents of Costa Mesa, CA can benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can help is by providing investment advice. With the city's proximity to major financial centers like Los Angeles and San Diego, there are numerous investment opportunities available to residents. A financial advisor can help residents navigate these opportunities and make informed decisions about where to invest their money. Additionally, Costa Mesa has a thriving arts and culture scene, with numerous galleries and theaters. A financial advisor can help residents budget for these cultural experiences and ensure they are able to enjoy all that the city has to offer without sacrificing their financial goals.

Mortgage Loan Officer

Residents of Costa Mesa, CA can benefit greatly from the services of a mortgage loan officer. These professionals are equipped to help residents secure the financing they need to purchase a home, refinance an existing mortgage, or access equity in their property. In a city like Costa Mesa, where the median home value is higher than the national average, a mortgage loan officer can be especially helpful in finding ways to make home ownership more affordable. Additionally, loan officers can provide guidance on navigating the complex process of securing a mortgage in California, which has its own unique set of laws and regulations. By working with a mortgage loan officer, residents of Costa Mesa can ensure that they are making informed decisions about their financial future and securing the best possible terms for their mortgage.

Tax Services

Residents of Costa Mesa, CA can benefit greatly from the advice and expertise of a tax advisor. One of the most common ways a tax advisor can help residents is by providing guidance on how to navigate California's complex tax laws and regulations. In addition, residents can receive personalized advice on how to maximize deductions and credits, minimize tax liabilities, and plan for their financial future. For example, Costa Mesa is known for its thriving arts and culture scene, and a tax advisor can provide guidance on how artists and performers can take advantage of tax breaks and deductions related to their profession. Overall, a tax advisor can help residents of Costa Mesa make informed decisions about their finances and ensure they are in compliance with all applicable tax laws.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Costa Mesa, CA can provide a range of services to ensure that their clients' assets are distributed according to their wishes after their passing. These services may include drafting wills, trusts, and other legal documents, as well as advising on tax implications and asset protection strategies. In Costa Mesa, CA, where the population is diverse and constantly growing, estate planning can be particularly complex. An experienced lawyer can help navigate the unique legal landscape of the area, which includes state and federal laws, as well as local ordinances and regulations. Additionally, with the high cost of living in Costa Mesa, CA, it is important for individuals to plan ahead to protect their assets and ensure that their loved ones are taken care of in the event of their passing. An estate planning lawyer can help clients create a plan tailored to their specific needs and goals, providing peace of mind and security for themselves and their families.

Costa Mesa, CA is the ultimate destination for anyone seeking the services of an estate planning lawyer. The city boasts of a rich cultural heritage and a diverse community that is welcoming to all. One of the specific reasons why Costa Mesa stands out is its location. The city is strategically situated in Orange County, which is home to some of the most reputable law firms in the state. This means that residents of Costa Mesa have access to a wide range of legal experts who specialize in estate planning. Additionally, the city is renowned for its vibrant business community, which makes it an ideal location for estate planning lawyers who are looking to establish their practice. With its unique blend of natural beauty, cultural richness, and business opportunities, Costa Mesa is a haven for anyone seeking the services of an estate planning lawyer.