Estate Planning Attorneys in Thousand Oaks, CA

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List of Firms

Top Thousand Oaks, CA Estate Planning Law Firms

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Law Offices of Martin T. Yarnell
5 out of 5
Location 4530 Thousand Oaks Blvd #250, Westlake Village, CA 91362, USA
Phone (805) 230-2930
Directions
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Pokras Law and Mediation
4 out of 5
Location 3075 Thousand Oaks Blvd, Thousand Oaks, CA 91362, USA
Phone (805) 477-0505
Directions
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Tamara L. Harper, A Professional Corporation
5 out of 5
Location 141 Duesenberg Dr STE 7B, Westlake Village, CA 91362, USA
Phone (805) 409-0530
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Gray & Barba LLP
5 out of 5
Location 1333 E Thousand Oaks Blvd #212, Thousand Oaks, CA 91362, USA
Phone (805) 777-8408
Directions
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Wakeman Law Group, Inc.
5 out of 5
Location 4500 Thousand Oaks Blvd #101, Westlake Village, CA 91362, USA
Phone (805) 379-1186
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Terri Hilliard, PC
5 out of 5
Location 600 Hampshire Rd #211, Westlake Village, CA 91361, USA
Phone (805) 201-2552
Directions
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The Law Office of Jeffrey T. Gillingham
5 out of 5
Location 515 Marin St Suite 414, Thousand Oaks, CA 91360, USA
Phone (805) 433-2227
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RELAW, APC
5 out of 5
Location 699 Hampshire Rd #215, Thousand Oaks, CA 91361, USA
Phone (805) 265-1031
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Law Offices of Kent W. Keating
5 out of 5
Location 199 W Hillcrest Dr, Thousand Oaks, CA 91360, USA
Phone (805) 719-2246
Directions
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Law Offices of Brent D. George
5 out of 5
Location 1337 Thousand Oaks Blvd #206, Thousand Oaks, CA 91362, USA
Phone (805) 494-8400
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Law Office of Raymond L. Stuehrmann
Location 100 Thousand Oaks Blvd #231, Thousand Oaks, CA 91360, USA
Phone (805) 230-1288
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Steven Trolard & Associates Plc
5 out of 5
Location 2945 Townsgate Rd #200, Thousand Oaks, CA 91361, USA
Phone (805) 495-8199
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Hermance Law - Estate Planning Mom®
5 out of 5
Location 2829 Townsgate Rd Suite 100, Westlake Village, CA 91361, USA
Phone (805) 312-7899
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Oak Crest Law Group
5 out of 5
Location 31355 Oak Crest Dr #125, Westlake Village, CA 91361, USA
Phone (818) 597-8800
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The Law Offices of David R. Schneider, APC
5 out of 5
Location 325 E Hillcrest Dr # 195, Thousand Oaks, CA 91360, USA
Phone (805) 374-8777
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Sternberg & Associates, APLC
5 out of 5
Location 4195 Thousand Oaks Blvd STE 250, Thousand Oaks, CA 91362, USA
Phone (818) 598-0700
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Flaig Law Firm Apc
5 out of 5
Location 5707 Corsa Ave, Westlake Village, CA 91362, USA
Phone (818) 338-7620
Directions
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Law Offices of S. Sharon Yoon
5 out of 5
Location 5403 Calarosa Ranch Rd, Camarillo, CA 93012, USA
Phone (805) 298-0405
Directions
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Kenneth E. Devore & Associates
5 out of 5
Location 31355 Oak Crest Dr Suite 250, Westlake Village, CA 91361, USA
Phone (818) 338-3252
Directions
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Cornerstone Law Center, Inc.
Location 100 Thousand Oaks Blvd #258, Thousand Oaks, CA 91360, USA
Phone (888) 686-7526
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Thousand Oaks Estate Planning
5 out of 5
Location 2629 Townsgate Rd #235b, Westlake Village, CA 91361, USA
Phone (805) 796-5855
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Seige Law PC
5 out of 5
Location 2629 Townsgate Rd #235, Westlake Village, CA 91361, USA
Phone (805) 678-3483
Directions
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Matthew B. Mack, Counselor At Law, Estate Planning Law Group
Location 468 Pennsfield Pl STE 201, Thousand Oaks, CA 91360, USA
Phone (805) 496-3083
Directions
Estate Planning Lawyers in Thousand Oaks, CA

Where Estate Planners in Thousand Oaks, CA Serve

Thousand Oaks, CA is a city nestled in the picturesque Conejo Valley, home to a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Gardens of the World to the sprawling Civic Arts Plaza, Thousand Oaks boasts a diverse array of cultural and recreational attractions. Some of the city's top employers include Amgen, California Lutheran University, and Sage Publications, among others. Major highways such as the 101 and 23 provide easy access to neighboring cities and beyond, while streets such as Thousand Oaks Boulevard and Westlake Boulevard offer a variety of shopping, dining, and entertainment options. The city is divided into several neighborhoods, each with its own unique character and charm, including Dos Vientos, Lang Ranch, and Newbury Park, to name a few. With its stunning natural beauty, thriving economy, and vibrant community, Thousand Oaks is a truly special place to call home.

Financial Services Related to Estate Planning in Thousand Oaks, CA

Banks and Credit Unions

Residents of Thousand Oaks, CA would benefit from a bank in numerous ways. Firstly, a bank can offer financial assistance to those who are looking to buy a home in the area, which is known for its high cost of living. Additionally, residents can take advantage of investment opportunities and retirement planning services offered by banks to secure their financial future. Thousand Oaks is home to many small businesses, and a bank can provide them with loans and other financial services to help them grow and succeed. With its proximity to Los Angeles, Thousand Oaks is a hub for entertainment and tourism, and a bank can offer foreign currency exchange and other travel-related services to residents and visitors alike. Overall, a bank can play an integral role in the financial well-being of the residents of Thousand Oaks, CA.

Insurance Broker

Residents of Thousand Oaks, CA can benefit greatly from the services of an insurance broker. With the city's high median household income and expensive real estate, an insurance broker can help residents find affordable and comprehensive insurance policies for their homes, cars, and businesses. Thousand Oaks is also known for its natural beauty and outdoor recreation opportunities, which means that residents may need specialized insurance coverage for activities such as hiking, camping, and water sports. An insurance broker can provide guidance and support in navigating the complex world of insurance, ensuring that Thousand Oaks residents have the coverage they need to protect their assets and enjoy their lives to the fullest.

Retirement Planning

Residents of Thousand Oaks, CA can benefit greatly from the expertise of a retirement planner. With a median age of 44 years old, Thousand Oaks has a significant population approaching retirement age. A retirement planner can help these individuals navigate the complexities of retirement planning, including creating a personalized savings plan, maximizing Social Security benefits, and managing investments. Additionally, a retirement planner can provide guidance on healthcare and long-term care options, which can be particularly important for seniors in Thousand Oaks, where the cost of living is higher than the national average. Overall, a retirement planner can help residents of Thousand Oaks, CA achieve a secure and comfortable retirement.

Wealth Management

Residents of Thousand Oaks, CA could benefit from the guidance of a wealth manager in a number of ways. For one, a wealth manager could help individuals and families in the area to create a financial plan that takes into account their unique goals and circumstances. This could involve setting up investment portfolios, creating retirement savings plans, and developing strategies for tax-efficient wealth management. In addition, a wealth manager could provide guidance on estate planning and charitable giving, helping residents to make the most of their assets while also giving back to the community. With its high cost of living and affluent population, Thousand Oaks presents unique challenges and opportunities for wealth management, and a skilled and experienced wealth manager could help residents navigate these complexities with confidence and ease.

Financial Advisor

Residents of Thousand Oaks, CA can benefit from the expertise of a financial advisor in many ways. One of the most common ways is through retirement planning. With a high cost of living in Thousand Oaks, it's essential for residents to have a solid plan in place to ensure they have enough money to live comfortably in retirement. A financial advisor can help them navigate the various retirement savings options available and create a customized plan that meets their specific needs. Additionally, Thousand Oaks is home to many small business owners who can benefit from the guidance of a financial advisor to help them manage their finances and grow their businesses. Whether it's creating a budget, investing in the stock market, or planning for the future, a financial advisor can help residents of Thousand Oaks achieve their financial goals.

Mortgage Loan Officer

Residents of Thousand Oaks, CA could benefit from the expertise of a mortgage loan officer in several ways. For example, a loan officer can help residents navigate the complex process of obtaining a mortgage, from determining the best type of loan for their needs to securing the most favorable interest rates. Thousand Oaks is known for its high cost of living, and a loan officer can help residents find ways to finance their dream homes while staying within their budgets. Additionally, a mortgage loan officer can provide valuable advice on the local housing market, helping residents make informed decisions about buying or refinancing their homes. Overall, a mortgage loan officer can be an invaluable resource for residents of Thousand Oaks looking to achieve their homeownership goals.

Tax Services

Residents of Thousand Oaks, CA could greatly benefit from the expertise of a tax advisor. With a median household income of over $100,000, many residents in this affluent community have complex tax situations that require professional guidance. A tax advisor can help residents navigate the intricacies of California tax laws, including deductions for state and local taxes, property taxes, and mortgage interest. Additionally, a tax advisor can provide guidance on retirement planning, investment strategies, and estate planning to help residents maximize their financial resources. With the help of a tax advisor, residents of Thousand Oaks can ensure they are taking advantage of all available tax benefits and making informed decisions about their financial future.

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