Estate Planning Attorneys in Monterey County, CA

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List of Firms

Top Monterey County, CA Estate Planning Law Firms

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Chilton & House Inc.
4 out of 5
Location 310 Capitol St, Salinas, CA 93901, USA
Phone (831) 585-1774
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Fenton & Keller
Location 2801 Monterey Salinas Hwy, Monterey, CA 93940, USA
Phone (831) 373-1241
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Fantl Nicholas C
Location 500 Camino El Estero, Monterey, CA 93940, USA
Phone (831) 373-2800
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Robert J. Ernst III, Attorney at Law
Location 149 Bonifacio Pl, Monterey, CA 93940, USA
Phone (831) 753-6125
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Robert H Ames Law Offices
5 out of 5
Location 44 W Alisal St, Salinas, CA 93901, USA
Phone (831) 424-0844
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Eric N. Holk, PC
4 out of 5
Location 2801 Monterey Salinas Hwy ste k, Monterey, CA 93940, USA
Phone (831) 622-8808
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KRASA LAW, Inc.
5 out of 5
Location 704 Forest Ave D, Pacific Grove, CA 93950, USA
Phone (831) 920-0205
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Johnson Fantl & Associates LLP
Location 500 Camino El Estero, Monterey, CA 93940, USA
Phone (831) 373-2800
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Leach & Walker, AP.C
5 out of 5
Location 24591 Silver Cloud Ct #250, Monterey, CA 93940, USA
Phone (831) 373-2500
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Sand Law
Location 183 Forest Ave #3, Pacific Grove, CA 93950, USA
Phone (831) 375-7000
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Law Offices of William A. Brandwein
5 out of 5
Location 215 W Franklin St, Monterey, CA 93940, USA
Phone (831) 372-3266
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Estate Planning Lawyers in Monterey County, CA

Where Estate Planners in Monterey County, CA Serve

Monterey County, located on the central coast of California, is a vibrant and diverse region with a rich history and an abundance of natural beauty. From the rugged coastline of Big Sur to the fertile agricultural fields of the Salinas Valley, this area is home to numerous landmarks and attractions that draw visitors from around the world. Some of the most iconic landmarks in Monterey County include the Monterey Bay Aquarium, Cannery Row, and the historic Carmel Mission. The region is also known for its world-class golf courses, including Pebble Beach and Spyglass Hill, as well as its stunning beaches and hiking trails. In terms of top employers, Monterey County is home to a diverse range of industries, including agriculture, tourism, and healthcare. Some of the largest employers in the area include the County of Monterey, the Naval Postgraduate School, and Salinas Valley Memorial Healthcare System.

Financial Services Related to Estate Planning in Monterey County, CA

Banks and Credit Unions

Residents of Monterey County, CA can benefit from a bank in numerous ways. Firstly, many banks offer various types of loans, including home loans, personal loans, and business loans. This can help residents achieve their financial goals, such as buying a home or starting a business. Additionally, banks offer checking and savings accounts, which can help individuals manage their money more effectively and save for the future. Monterey County is known for its thriving agricultural industry, and banks can provide specialized services for farmers and ranchers, such as agricultural loans and crop insurance. Overall, a bank can provide valuable financial resources and support for the diverse needs of Monterey County residents.

Insurance Broker

Residents of Monterey County, CA can benefit greatly from the services of an insurance broker. With its diverse population and unique geography, Monterey County presents a variety of insurance challenges, from wildfire risk to coastal flooding. An insurance broker can help residents navigate these challenges and find the best coverage for their needs and budget. For example, a broker can help homeowners in the wildfire-prone areas of the county find insurance that covers fire damage and smoke damage. They can also help residents in flood-prone areas find coverage that protects their homes and belongings from water damage. By working with an insurance broker, residents of Monterey County can have peace of mind knowing they have the right coverage in place to protect themselves and their property.

Retirement Planning

Residents of Monterey County, CA can benefit greatly from the services of a retirement planner. With the county's high cost of living and aging population, a retirement planner can help individuals navigate the complex world of retirement planning and ensure they have a secure financial future. Specifically, a retirement planner can assist with creating a personalized retirement plan, analyzing investment options, and maximizing social security benefits. Additionally, with the county's proximity to the coast and popularity as a retirement destination, a retirement planner can help individuals plan for the unique challenges and opportunities that come with retiring in a coastal community. Overall, a retirement planner can provide invaluable guidance and peace of mind to residents of Monterey County as they plan for their golden years.

Wealth Management

Residents of Monterey County, CA could benefit from the expertise of a wealth manager in a variety of ways. One specific way in which a wealth manager could be helpful is by providing guidance on investing in the local agriculture industry. Monterey County is known for its fertile farmland and is one of the top agricultural counties in the United States. A wealth manager could help residents navigate the complexities of investing in this industry, which includes understanding the seasonality of crops, government regulations, and market trends. Additionally, a wealth manager could help residents plan for retirement, manage their assets, and create a financial plan that aligns with their goals and values. With the help of a wealth manager, residents of Monterey County can feel confident in their financial future and make informed decisions about their investments.

Financial Advisor

Residents of Monterey County, CA can benefit greatly from the guidance of a financial advisor. With the county's economy largely driven by agriculture and tourism, financial planning can be especially important for those who work in these industries. A financial advisor can help individuals and families create a budget, set financial goals, and develop a plan to save and invest for the future. Additionally, with the high cost of living in Monterey County, a financial advisor can provide strategies for managing debt and maximizing income. Whether someone is just starting out in their career or approaching retirement, a financial advisor can provide valuable insight and support to help them achieve financial security in this beautiful coastal community.

Mortgage Loan Officer

Residents of Monterey County, CA can greatly benefit from the assistance of a mortgage loan officer. With the high cost of living in this area, many residents struggle to afford their dream homes. A mortgage loan officer can help by providing guidance on the various loan options available, and helping residents to understand the requirements and qualifications for each. They can also assist with the application process, helping residents to gather the necessary documentation and submit a strong application. Additionally, mortgage loan officers can help residents to navigate the unique housing market in Monterey County, which is known for its high demand and limited inventory. With their expertise and guidance, residents can increase their chances of securing a mortgage and achieving their homeownership goals.

Tax Services

Residents of Monterey County, CA can greatly benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is navigating the complex tax laws and regulations specific to California. With the state's high tax rates and unique deductions, a tax advisor can help residents maximize their tax savings and avoid costly mistakes. Additionally, Monterey County is home to a large number of retirees and small business owners, both of whom can benefit from a tax advisor's guidance on retirement planning, estate planning, and business tax strategies. Overall, a tax advisor can provide invaluable support to residents of Monterey County in navigating the intricacies of the tax system and achieving their financial goals.

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