Estate Planning Attorneys in Orange, CA

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List of Firms

Top Orange, CA Estate Planning Law Firms

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Dwight Edward Tompkins - Estate Planning Attorney - Orange
5 out of 5
Location 1122 E Lincoln Ave #107, Orange, CA 92865, USA
Phone (714) 385-0044
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Modern Wealth Law
5 out of 5
Location 3200 Park Center Dr #260, Costa Mesa, CA 92626, USA
Phone (949) 371-5003
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Harpst Law Firm
5 out of 5
Location 333 City Boulevard West, 17th Floor, Orange, CA 92868, USA
Phone (714) 619-9350
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Pok Estate Planning & Notary
Location 201 S Anita Dr, Orange, CA 92868, USA
Phone (714) 634-1200
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Kayser Law Group, APC
5 out of 5
Location 1407 N Batavia St # 103, Orange, CA 92867, USA
Phone (714) 984-2004
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Yu & Yu Law -- Personal Injury & Estate Planning Lawyers
5 out of 5
Location 1440 N Harbor Blvd Suite #900, Fullerton, CA 92835, USA
Phone (213) 835-0300
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Essayli & Brown LLP
5 out of 5
Location 18191 Von Karman Ave Suite 100, Irvine, CA 92612, USA
Phone (949) 508-2980
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Dawood & Dawood
5 out of 5
Location 500 N State College Blvd #1100, Orange, CA 92868, USA
Phone (714) 997-9061
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Law Offices of Claudia S. Bowley
4 out of 5
Location 2050 W Chapman Ave Suite 217, Orange, CA 92868, USA
Phone (714) 879-5820
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Merhab Robinson & Clarkson, Law Corporation
5 out of 5
Location 1551 N Tustin Ave #1020, Santa Ana, CA 92705, USA
Phone (714) 972-2333
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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
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Estate Planning Lawyers in Orange, CA

Where Estate Planners in Orange, CA Serve

Orange, CA is a vibrant city with a rich history and a plethora of landmarks that attract tourists from all over the world. The city is home to the famous Chapman University, which is a top employer in the area, along with St. Joseph Hospital and Children's Hospital of Orange County. The city is conveniently located near major highways such as the 5, 22, and 55, making it easy to access neighboring cities and attractions. One of the city's most notable landmarks is the Orange Plaza, which is a historic district that features a variety of shops, restaurants, and entertainment options. The Plaza is also home to the iconic Orange Circle, which is a roundabout that serves as a hub for the city's transportation system. The city is divided into several distinct neighborhoods, each with its own unique character and charm. Old Towne is a historic district that features Victorian-style homes and buildings, while the Santiago Hills neighborhood is known for its scenic views and outdoor recreation opportunities.

Financial Services Related to Estate Planning in Orange, CA

Banks and Credit Unions

Residents of Orange, CA can benefit from a bank in many ways. One of the most common ways a bank can help is by providing financial services such as checking and savings accounts, loans, and credit cards. For example, a resident of Orange may need a loan to purchase a new car or a credit card to pay for unexpected expenses. Additionally, banks can offer investment and retirement planning services to help residents plan for their future. With Orange being a suburban city located in Orange County, California, residents may also look to banks for assistance with financing a new home or managing their mortgage payments. Overall, a bank can provide valuable financial resources and support to help Orange, CA residents achieve their financial goals.

Insurance Broker

Residents of Orange, CA can benefit greatly from the services of an insurance broker. With the high cost of living in Orange, many individuals and families struggle to make ends meet. An insurance broker can help these residents find affordable insurance plans that meet their specific needs. They can also provide guidance on which insurance policies are required by law, such as auto insurance, and which policies are optional but highly recommended, such as homeowners insurance. Additionally, Orange, CA is located in a region that is prone to natural disasters like earthquakes and wildfires. An insurance broker can help residents understand the risks associated with these events and find insurance policies that provide adequate coverage. Overall, an insurance broker can provide invaluable assistance to residents of Orange, CA in navigating the complex world of insurance and protecting themselves and their families from financial hardship.

Retirement Planning

Residents of Orange, CA could benefit greatly from the services of a retirement planner. With its diverse population and thriving economy, Orange presents unique challenges and opportunities for retirees. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits, as well as provide guidance on investment strategies and tax planning. Additionally, a retirement planner can help Orange residents plan for the high cost of living in the area, where housing and healthcare expenses can be particularly steep. By working with a retirement planner, Orange residents can ensure that they have a solid financial plan in place to support them throughout their retirement years.

Wealth Management

Residents of Orange, CA could benefit greatly from the services of a wealth manager. With Orange being a city known for its high cost of living, a wealth manager could assist residents in creating a personalized financial plan to help them achieve their financial goals and maintain their standard of living. Additionally, Orange is home to many retirees who may need help managing their retirement accounts and creating a sustainable income stream. A wealth manager could provide guidance on investment strategies and risk management, ensuring that retirees can enjoy a comfortable retirement. Overall, a wealth manager can help residents of Orange, CA navigate the complex world of finance and achieve financial peace of mind.

Financial Advisor

Residents of Orange, CA can benefit greatly from the guidance of a financial advisor. With the high cost of living in Orange, many individuals may struggle to manage their finances effectively. A financial advisor can provide insight into budgeting, saving, and investing strategies that are tailored to the unique needs of Orange residents. Additionally, Orange is home to a number of small businesses and entrepreneurs who may require assistance with financial planning and management. A financial advisor can help these individuals navigate the complexities of business finance, including tax planning and cash flow management. Overall, a financial advisor can provide invaluable support and guidance to Orange residents looking to achieve financial stability and security.

Mortgage Loan Officer

Residents of Orange, CA can benefit from the expertise of a mortgage loan officer in many ways. One of the most common ways is by helping them secure a mortgage for their dream home. With the high cost of living in Orange, CA, it can be challenging for residents to afford a home without a mortgage. A loan officer can help them navigate the complex process of applying for a mortgage, finding the best rates, and ensuring they get approved for the loan. Additionally, loan officers can assist residents in refinancing their existing mortgages to take advantage of lower interest rates or to access equity in their homes. With the help of a mortgage loan officer, residents of Orange, CA can achieve their dream of homeownership and enjoy the many benefits that come with it.

Tax Services

Residents of Orange, CA can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize tax deductions and credits. This is especially important in Orange, CA, where the cost of living is higher than the national average and residents may be looking for ways to reduce their tax burden. A tax advisor can also assist with tax planning for retirement, estate planning, and business taxes for entrepreneurs in the area. With the help of a tax advisor, residents of Orange, CA can feel confident that they are making informed decisions and taking advantage of all available tax benefits.

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