Estate Planning Attorneys in Rancho Santa Margarita, CA

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List of Firms

Top Rancho Santa Margarita, CA Estate Planning Law Firms

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The Chapman Law Firm
Location 29829 Santa Margarita Pkwy Ste 100, Rancho Santa Margarita, CA 92688, USA
Phone (949) 677-4043
Directions
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Fenelli Law Firm
5 out of 5
Location 24800 Chrisanta Dr Ste 110, Mission Viejo, CA 92691, USA
Phone (949) 699-0000
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Law Office of Carol A. Stroup
5 out of 5
Location 31441 Santa Margarita Pkwy #215, Rancho Santa Margarita, CA 92688, USA
Phone (949) 713-4519
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CONSTANCE I. RIMMER
Location 54 Brisa Fresca, Rancho Santa Margarita, CA 92688, USA
Phone (949) 858-3977
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Fresh Start Law Center, PC
5 out of 5
Location 30021 Tomas, Rancho Santa Margarita, CA 92688, USA
Phone (800) 916-1228
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OC Wills and Trust Attorneys
5 out of 5
Location 15635 Alton Pkwy # 125, Irvine, CA 92618, USA
Phone (949) 755-8334
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The Law Offices Of H Brooks Travis P C
5 out of 5
Location 28202 Cabot Rd #3rd, Laguna Niguel, CA 92677, USA
Phone (949) 454-8706
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Hills Law Group
5 out of 5
Location 30211 Avenida de las Banderas #200, Rancho Santa Margarita, CA 92688, USA
Phone (949) 288-6775
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OC Wills and Trust Attorneys
5 out of 5
Location 26050 Acero, Mission Viejo, CA 92691, USA
Phone (949) 288-3598
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Beranek Law Group
5 out of 5
Location 30021 Tomas 300 ​, Rancho Santa Margarita, CA 92688, USA
Phone (949) 394-5768
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Mains Law Office
5 out of 5
Location 2753 Camino Capistrano #B1, San Clemente, CA 92672, USA
Phone (949) 545-6504
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Law Office of James Burns now affiliated with LS Carlson Law P.C.
5 out of 5
Location 85 Enterprise Liberty #310, Aliso Viejo, CA 92656, USA
Phone (949) 305-8642
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Kenneth J. Crede, Attorney at Law
Location 29839 Santa Margarita Pkwy, Rancho Santa Margarita, CA 92688, USA
Phone (949) 350-1366
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Law Office of Timothy Cahill Pickart
Location 999 Corporate Dr Ste 100, Ladera Ranch, CA 92694, USA
Phone (949) 400-3183
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CA Prenup - California Prenuptial Agreements
Location 22431 Antonio Pkwy, Rancho Santa Margarita, CA 92688, USA
Phone (888) 773-6871
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Rancho Santa Margarita Tax Attorney
Location 30071 Tomas, Rancho Santa Margarita, CA 92688, USA
Phone (714) 706-1315
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Law Office of Jerome J Carrasco
5 out of 5
Location 26459 Rancho Pkwy S, Lake Forest, CA 92630, USA
Phone (949) 830-9970
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Estate Planning Lawyers in Rancho Santa Margarita, CA

Where Estate Planners in Rancho Santa Margarita, CA Serve

Nestled in the heart of Orange County, California, lies the charming city of Rancho Santa Margarita. With its picturesque landscapes and vibrant community, this city boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a highly sought-after destination. One of the most notable landmarks in Rancho Santa Margarita is the Rancho Santa Margarita Lake, which offers a serene and tranquil setting for outdoor activities such as fishing, boating, and hiking. Another landmark worth visiting is the Tijeras Creek Golf Club, which boasts an 18-hole championship golf course surrounded by breathtaking views of the Santa Ana Mountains. In terms of top employers, Rancho Santa Margarita is home to several major corporations such as Applied Medical, Cox Communications, and Veri-Tax. These companies provide job opportunities for the city's residents and contribute to the local economy.

Financial Services Related to Estate Planning in Rancho Santa Margarita, CA

Banks and Credit Unions

Residents of Rancho Santa Margarita, CA would benefit from a bank in a variety of ways. For instance, the bank could provide loans for individuals looking to purchase a home in the area, which is known for its picturesque views and family-friendly atmosphere. Additionally, the bank could offer financial planning services to help residents save for their children's education or plan for retirement. Rancho Santa Margarita is also home to a number of small businesses, and a bank could provide them with loans and other financial services to help them grow and thrive. Overall, a bank in Rancho Santa Margarita would be a valuable resource for residents looking to achieve their financial goals and support the local economy.

Insurance Broker

Residents of Rancho Santa Margarita, CA could greatly benefit from the services of an insurance broker. With the city's location near the foothills of the Santa Ana Mountains, residents may face unique risks such as wildfires and mudslides. An insurance broker could help residents find coverage that specifically addresses these potential hazards and provides peace of mind. Additionally, with the city's high median household income, an insurance broker could assist residents in finding the right insurance policies to protect their assets and investments. Overall, an insurance broker can provide personalized and tailored insurance solutions to meet the specific needs of Rancho Santa Margarita residents.

Retirement Planning

Residents of Rancho Santa Margarita, CA can benefit greatly from the services of a retirement planner. With a high median household income and a population that is largely made up of families, many residents may be looking for guidance on how to save for retirement while also providing for their children's education and other expenses. A retirement planner can help residents of Rancho Santa Margarita navigate the complexities of retirement planning, including choosing the right investment vehicles, maximizing Social Security benefits, and creating a comprehensive plan that takes into account their unique financial goals and circumstances. With the help of a retirement planner, residents can feel more confident in their ability to achieve a comfortable retirement and enjoy the many amenities and natural beauty of this Southern California community.

Wealth Management

Residents of Rancho Santa Margarita, CA would greatly benefit from the services of a wealth manager in a number of ways. One specific aspect that stands out is the high cost of living in the area. With a median home price of over $700,000, many residents may struggle to manage their finances effectively. A wealth manager could provide guidance on budgeting, investing, and other financial strategies to help residents make the most of their money and achieve their long-term goals. Additionally, with a large number of retirees in the area, a wealth manager could offer specialized advice on retirement planning and income management to ensure a comfortable and financially secure future. Overall, a wealth manager could be a valuable resource for residents of Rancho Santa Margarita, CA looking to improve their financial well-being.

Financial Advisor

Residents of Rancho Santa Margarita, CA can benefit from the expertise of a financial advisor in a variety of ways. One specific aspect that stands out is the high cost of living in the area, which can make it difficult for residents to save for retirement, college tuition, or emergencies. A financial advisor can help residents create a personalized budget and investment plan to maximize their savings and prepare for unexpected expenses. Additionally, with many residents working in industries such as technology and healthcare, a financial advisor can provide guidance on stock options, 401(k) plans, and other investment opportunities unique to these fields. Overall, a financial advisor can help residents of Rancho Santa Margarita navigate the complexities of personal finance and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Rancho Santa Margarita, CA can benefit from the expertise of a mortgage loan officer in a variety of ways. One specific benefit that stands out for this community is the ability to navigate the unique housing market in the area. Rancho Santa Margarita is known for its high median home prices, which can make it challenging for some residents to secure a mortgage. A loan officer can help guide residents through the process of finding the right loan and lender, as well as provide valuable insights into the local market. Additionally, a loan officer can help residents understand the various types of loans available, such as FHA or VA loans, and help them determine which option is best suited for their individual needs. Overall, a mortgage loan officer can be an invaluable resource for residents of Rancho Santa Margarita who are looking to purchase a home or refinance an existing mortgage.

Tax Services

Residents of Rancho Santa Margarita, CA can greatly benefit from the services of a tax advisor. One of the most common ways a tax advisor can assist residents is by helping them navigate the complex tax laws of California. Rancho Santa Margarita is a rapidly growing city, and many of its residents may not be familiar with the state's tax laws. A tax advisor can help residents understand which deductions and credits they are eligible for, and can also assist with tax planning to minimize their tax liability. Additionally, Rancho Santa Margarita is home to many small business owners and entrepreneurs, who can benefit from the expertise of a tax advisor in areas such as tax planning, bookkeeping, and payroll. Overall, a tax advisor can provide invaluable assistance to residents of Rancho Santa Margarita, helping them to save money and avoid costly mistakes on their taxes.

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