Estate Planning Attorneys in Del Mar, CA

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List of Firms

Top Del Mar, CA Estate Planning Law Firms

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Weiner Law
5 out of 5
Location 12707 High Bluff Dr Ste. 125, San Diego, CA 92130, USA
Phone (858) 356-9070
Directions
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Geiger Law Office, P.C.
5 out of 5
Location 1917 Palomar Oaks Way #160, Carlsbad, CA 92008, USA
Phone (760) 448-2220
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Law Offices of Irina Sherbak, APC
5 out of 5
Location 10620 Treena St #230, San Diego, CA 92131, USA
Phone (858) 208-8900
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Braunstein Law, APC
5 out of 5
Location 445 Marine View Ave STE 300, Del Mar, CA 92014, USA
Phone (858) 603-6473
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Jack E Stephens - Estate and Family Trust Attorney
5 out of 5
Location 12526 High Bluff Dr, San Diego, CA 92130, USA
Phone (858) 792-0909
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Chhokar Law Group, P.C.
5 out of 5
Location 10945 Vista Sorrento Pkwy, San Diego, CA 92130, USA
Phone (858) 384-5757
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Purdy & Bailey, LLP
5 out of 5
Location 12520 High Bluff Dr #220, San Diego, CA 92130, USA
Phone (858) 360-7080
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Henderson, Caverly, Pum & Trytten LLP
3 out of 5
Location 12760 High Bluff Dr Ste. 150, San Diego, CA 92130, USA
Phone (858) 755-3000
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Little & Koba, APC
Location 12526 High Bluff Dr UNIT 300, San Diego, CA 92130, USA
Phone (858) 876-8657
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Gigler James R
5 out of 5
Location 1011 Camino Del Mar #102, Del Mar, CA 92014, USA
Phone (858) 755-1900
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EstateLDA
5 out of 5
Location 440 Stevens Ave Suite 200, Solana Beach, CA 92075, USA
Phone (858) 926-8708
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Douglas R. Irwin & Associates, Attorneys At Law
5 out of 5
Location 12555 High Bluff Dr Suite 305, San Diego, CA 92130, USA
Phone (858) 793-1010
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Preston Estate Planning
5 out of 5
Location 12396 World Trade Dr Suite 301, San Diego, CA 92128, USA
Phone (619) 350-8416
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Estate Planning Lawyers in Del Mar, CA

Where Estate Planners in Del Mar, CA Serve

Del Mar, CA is a coastal city located in San Diego County, known for its stunning beaches and affluent neighborhoods. The city is home to several landmarks, including the Del Mar Fairgrounds and Racetrack, which hosts the famous San Diego County Fair and horse racing events throughout the year. Another notable landmark is the Torrey Pines State Natural Reserve, which boasts breathtaking views of the Pacific Ocean and hiking trails through the rugged terrain. In terms of top employers, Del Mar is primarily a residential community, but there are several businesses that provide employment opportunities, including the Del Mar Thoroughbred Club, L'Auberge Del Mar Resort and Spa, and the Del Mar Plaza shopping center. The city is also home to several small businesses and restaurants that contribute to the local economy. Major highways and streets in Del Mar include Interstate 5, which runs along the coast and provides easy access to neighboring cities like San Diego and Carlsbad.

Financial Services Related to Estate Planning in Del Mar, CA

Banks and Credit Unions

Residents of Del Mar, CA can benefit from a bank in numerous ways. For instance, a bank can provide financial assistance to those who want to buy a home in the area. Del Mar is known for its beautiful beaches and luxury homes, which can come with a hefty price tag. A bank can provide a variety of mortgage options and help residents find the best one to suit their needs. Additionally, a bank can offer savings accounts and investment opportunities to help residents grow their wealth and plan for their future. With the help of a bank, residents of Del Mar can achieve their financial goals and enjoy the perks of living in this idyllic coastal community.

Insurance Broker

Residents of Del Mar, CA can benefit greatly from the services of an insurance broker. With its prime location on the Pacific Ocean and high-end real estate, Del Mar is known for its luxurious lifestyle. However, this also means that residents may require specialized insurance coverage for their homes, cars, boats, and other assets. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options that fit their unique needs. Additionally, Del Mar is prone to natural disasters such as wildfires and earthquakes, making it crucial for residents to have comprehensive insurance coverage that includes these potential risks. An insurance broker can provide valuable guidance and support in choosing the right policies to protect their assets and ensure peace of mind.

Retirement Planning

Residents of Del Mar, CA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on how to maximize Social Security benefits, which is particularly important in a city where the cost of living is higher than the national average. Additionally, a retirement planner can assist Del Mar residents in creating a personalized retirement plan that takes into account their unique financial situation and goals. With the help of a retirement planner, residents of Del Mar can feel confident that they are on track to achieving a comfortable and secure retirement.

Wealth Management

Residents of Del Mar, CA could benefit greatly from the expertise of a wealth manager. Specifically, with Del Mar being a coastal town with a high cost of living, a wealth manager could assist in navigating the unique financial challenges that come with living in this area. For example, they could provide guidance on investing in real estate, managing taxes, and creating a retirement plan that takes into account the high cost of living. Additionally, a wealth manager could help residents of Del Mar to diversify their portfolios and protect their assets from potential market fluctuations. With a wealth manager's help, residents of Del Mar could feel more confident in their financial future and better equipped to achieve their long-term financial goals.

Financial Advisor

Residents of Del Mar, CA can benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor can help residents of Del Mar is by providing personalized investment advice. With its beautiful beaches and luxurious lifestyle, Del Mar is known for its high cost of living. A financial advisor can help residents navigate the complexities of investing in the local real estate market, as well as provide guidance on other investment opportunities that can help them achieve their financial goals. Additionally, a financial advisor can help residents plan for retirement, manage their debt, and create a budget that takes into account the unique cost of living in Del Mar. Overall, a financial advisor can be an invaluable resource for residents of Del Mar who want to achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Del Mar, CA can benefit from the expertise of a mortgage loan officer in several ways. One of the most common ways is by helping them navigate the complex process of obtaining a mortgage for their dream home in this affluent coastal community. Del Mar is known for its high-end real estate market, and a mortgage loan officer can assist residents in finding the best loan options and interest rates to fit their unique financial situation. Additionally, a mortgage loan officer can provide guidance on the various loan programs available, such as VA loans or FHA loans, and help residents understand the requirements and qualifications for each. With the help of a knowledgeable mortgage loan officer, residents of Del Mar can achieve their homeownership goals and enjoy the beautiful seaside lifestyle this community has to offer.

Tax Services

Residents of Del Mar, CA can benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can help them navigate the complex tax laws and regulations that apply to the state of California. Del Mar, CA is known for its high standard of living and the tax implications that come with it. Therefore, a tax advisor can provide valuable insights on how to minimize tax liabilities while maximizing deductions and credits. Additionally, a tax advisor can help residents of Del Mar, CA with tax planning strategies that align with their financial goals and aspirations. Whether it's planning for retirement, saving for college, or investing in real estate, a tax advisor can provide tailored advice that meets the unique needs of Del Mar, CA residents.

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