Estate Planning Attorneys in Marina del Rey, CA

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List of Firms

Top Marina del Rey, CA Estate Planning Law Firms

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Voss, Silverman & Braybrooke
4 out of 5
Location 4640 Admiralty Way # 800, Marina Del Rey, CA 90292, USA
Phone (310) 306-0515
Directions
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Seasons Estate Planning, APC
5 out of 5
Location 4640 Admiralty Way #500, Marina Del Rey, CA 90292, USA
Phone (310) 344-3015
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Law Offices of Geoffrey A. Weg, PC
5 out of 5
Location 475 Washington Blvd, Marina Del Rey, CA 90292, USA
Phone (310) 499-2235
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Law Offices of Evan Braunstein
5 out of 5
Location 4640 Admiralty Way Suite 522, Marina Del Rey, CA 90292, USA
Phone (424) 500-2983
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Law Offices of Maria N. Jonsson, PC
5 out of 5
Location 475 Washington Blvd 2nd floor, Marina Del Rey, CA 90292, USA
Phone (310) 935-0706
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Joseph C Girard Law Offices
Location 4560 Admiralty Way # 254, Marina Del Rey, CA 90292, USA
Phone (310) 823-3943
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THOMAS R. BARNES, Board Certified Family Law Specialist Attorney
5 out of 5
Location 4223 Glencoe Ave c106, Marina Del Rey, CA 90292, USA
Phone (310) 821-7745
Directions
Estate Planning Lawyers in Marina del Rey, CA

Where Estate Planners in Marina del Rey, CA Serve

Marina del Rey, CA is a coastal community located in Los Angeles County. The area is known for its stunning marina, which is the largest man-made small craft harbor in the world. The marina is home to several landmarks, including the Fisherman's Village, which features a variety of shops, restaurants, and entertainment venues. The area is also home to the Marina del Rey Hotel, which offers stunning views of the harbor and is a popular destination for weddings and events. In terms of top employers, Marina del Rey is home to several tech companies, including Google, Snapchat, and YouTube. Additionally, the area is home to several healthcare providers, including Cedars-Sinai Medical Center and UCLA Health. The area is also home to several small businesses, including restaurants, retail stores, and professional services firms. Major highways and streets in the area include the Pacific Coast Highway, which runs along the coast and provides access to nearby cities like Santa Monica and Malibu.

Financial Services Related to Estate Planning in Marina del Rey, CA

Banks and Credit Unions

Residents of Marina del Rey, CA can benefit from a bank in several ways. One of the most common ways is by providing financial products and services that meet their unique needs. For instance, Marina del Rey is a popular tourist destination, and many residents own businesses that cater to visitors. A bank can help these businesses by providing loans, credit lines, and merchant services that enable them to manage their cash flow and grow their businesses. Additionally, banks can offer personal banking services such as checking and savings accounts, credit cards, and mortgages that help residents manage their finances and achieve their financial goals. Overall, a bank provides the necessary financial support that residents need to thrive in Marina del Rey.

Insurance Broker

Residents of Marina del Rey, CA can benefit greatly from the services of an insurance broker. An insurance broker can help residents navigate the complex world of insurance and find the best policies to fit their unique needs. For example, with the high cost of living in Marina del Rey, many residents may be interested in finding affordable health insurance options. An insurance broker can help them compare different plans and find one that fits their budget while still providing adequate coverage. Additionally, with the proximity to the ocean, many residents may want to ensure they have proper coverage for potential flood or water damage. An insurance broker can help residents understand their options and find the best policies to protect their homes and belongings. Overall, an insurance broker can be a valuable resource for residents of Marina del Rey, CA looking to secure their financial future and protect their assets.

Retirement Planning

Residents of Marina del Rey, CA could benefit from the help of a retirement planner in several ways. Firstly, a retirement planner could assist in creating a personalized retirement plan that takes into account the unique lifestyle and financial needs of residents in Marina del Rey. With its high cost of living and proximity to Los Angeles, it can be challenging to save enough money to retire comfortably. A retirement planner could provide guidance on how to maximize savings and investments, reduce debt, and plan for unexpected expenses. Additionally, a retirement planner could help residents navigate the complex world of Social Security and Medicare, ensuring that they receive the maximum benefits available to them. With the help of a retirement planner, residents of Marina del Rey could feel confident and secure in their retirement years.

Wealth Management

Residents of Marina del Rey, CA can benefit greatly from the services of a wealth manager. With its prime location on the coast, Marina del Rey is home to many high-net-worth individuals who require personalized financial advice and investment strategies. A wealth manager can assist these residents in creating a comprehensive financial plan that takes into account their unique goals and circumstances. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and risk management, ensuring that residents have a solid financial foundation for the future. Whether it's navigating complex financial markets or managing a diverse portfolio, a wealth manager can provide the expertise and support needed to help residents of Marina del Rey achieve their financial goals.

Financial Advisor

Residents of Marina del Rey, CA would benefit greatly from the services of a financial advisor. One specific way that a financial advisor could help is by providing guidance on investment opportunities in the local real estate market. Marina del Rey is a popular destination for tourists and a desirable place to live due to its proximity to the beach and various entertainment options. However, the cost of living in the area can be high, making it important for residents to make wise investment decisions. A financial advisor could help residents navigate the local real estate market and identify opportunities for growth and financial stability. Additionally, a financial advisor could offer advice on retirement planning, tax strategies, and debt management, all of which are important considerations for residents of Marina del Rey looking to secure their financial future.

Mortgage Loan Officer

Residents of Marina del Rey, 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 and assistance in securing a mortgage for a home purchase. With the high cost of living in Marina del Rey, many residents may struggle to come up with the funds needed for a down payment or to qualify for a loan without the help of an expert. A loan officer can also help residents refinance their existing mortgages to take advantage of lower interest rates or to reduce their monthly payments. Additionally, residents of Marina del Rey may have unique needs and challenges when it comes to purchasing or refinancing a home due to the area's proximity to the ocean and potential for natural disasters. A knowledgeable loan officer can provide valuable insights and advice to help residents navigate these issues and make informed decisions about their mortgage options.

Tax Services

Residents of Marina del Rey, CA can benefit greatly from the guidance of a tax advisor. One of the most common ways that a tax advisor can help is by providing assistance with tax planning and preparation. Marina del Rey is a popular destination for tourists and vacationers, which means that many residents may have income from short-term rentals or other sources that require special tax considerations. A tax advisor can help residents navigate these complexities and ensure that they are taking advantage of all available deductions and credits. In addition, a tax advisor can provide guidance on retirement planning, estate planning, and other financial matters that can have a significant impact on a resident's tax liability. With the help of a knowledgeable tax advisor, residents of Marina del Rey can minimize their tax burden and achieve their financial goals.

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