Estate Planning Attorneys in Tustin, CA

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List of Firms

Top Tustin, CA Estate Planning Law Firms

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Kinley & Styskal
5 out of 5
Location 2600 Walnut Ave, Tustin, CA 92780, USA
Phone (714) 544-3163
Directions
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The Law Firm of David Dunlap Jones
4 out of 5
Location 250 El Camino Real Suite 101, Tustin, CA 92780, USA
Phone (714) 730-7900
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OC Wills and Trust Attorneys
5 out of 5
Location 2522 Chambers Rd Suite 100, Tustin, CA 92780, USA
Phone (949) 347-5256
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Silverstein Eviction Law
4 out of 5
Location 14351 Red Hill Ave g, Tustin, CA 92780, USA
Phone (714) 832-3651
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Robert E Pearson Law Offices
4 out of 5
Location 17782 17th St #109, Tustin, CA 92780, USA
Phone (714) 544-4760
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Kring & Chung Attorneys LLP
5 out of 5
Location 38 Corporate Park, Irvine, CA 92606, USA
Phone (949) 261-7700
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Ansari & Associates Law Office
5 out of 5
Location 505 N Tustin Ave Suite 154, Santa Ana, CA 92705, USA
Phone (714) 505-0388
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Law Offices of Mark D. Holmes
5 out of 5
Location 2875 Michelle Dr STE 160, Irvine, CA 92606, USA
Phone (949) 645-0450
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Newman Law Group
5 out of 5
Location 242 W Main St #101, Tustin, CA 92780, USA
Phone (714) 544-1845
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Law Offices of Ernest J. Kim
5 out of 5
Location 17541 17th St #100, Tustin, CA 92780, USA
Phone (949) 975-1870
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Bruce D. Gleit, Attorney at Law
5 out of 5
Location 17332 Irvine Blvd #110, Tustin, CA 92780, USA
Phone (714) 640-2490
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Financial Relief Law Center, APC
5 out of 5
Location 1200 Main St suite c, Irvine, CA 92614, USA
Phone (949) 570-5466
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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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Estate Planning Lawyers in Tustin, CA

Where Estate Planners in Tustin, CA Serve

Tustin, CA is a vibrant and diverse city located in Orange County. It boasts a plethora of landmarks such as the historic Tustin Hangars, which were used during World War II, and the Tustin Market Place, a popular shopping destination. The city is also home to top employers such as Boeing, Costco, and the Tustin Unified School District. Major highways and streets in Tustin include the 5, 55, and 22 freeways, as well as Jamboree Road and Irvine Boulevard. These thoroughfares provide easy access to neighboring cities and attractions such as Disneyland and the beaches of Newport Beach. Tustin is divided into several neighborhoods, each with its own unique character. Old Town Tustin is known for its charming historic homes and quaint shops, while Tustin Ranch offers upscale living and amenities. Other neighborhoods include North Tustin, Columbus Grove, and Peters Canyon.

Financial Services Related to Estate Planning in Tustin, CA

Banks and Credit Unions

Residents of Tustin, CA can benefit from a bank in several ways. For instance, they can access various financial services such as checking and savings accounts, loans, mortgages, and credit cards. Banks also offer investment opportunities, retirement accounts, and insurance products that can help residents plan for their future. Additionally, banks in Tustin, CA can provide financial education and resources to help residents manage their money effectively. For example, they can offer workshops on budgeting, saving, and investing, or provide online tools and calculators to help residents make informed financial decisions. With Tustin being a bustling city with a diverse population, a bank can help residents from all walks of life achieve their financial goals and improve their overall financial well-being.

Insurance Broker

Residents of Tustin, CA can benefit greatly from the services of an insurance broker. With its rapidly growing population and diverse economy, Tustin presents unique challenges when it comes to finding the right insurance policies. An insurance broker can help residents navigate the complexities of the local insurance market, from finding the best coverage for their homes and vehicles to securing health and life insurance policies. Additionally, an insurance broker can provide personalized advice and support to help residents make informed decisions about their insurance needs. For example, Tustin residents may need to consider coverage for earthquakes, which are a common occurrence in Southern California. An insurance broker can help residents understand their options and find the best policies to protect their homes and assets in the event of an earthquake or other natural disaster.

Retirement Planning

Residents of Tustin, CA could benefit greatly from the services of a retirement planner. With a population of over 80,000 people, many individuals in Tustin may not have a clear understanding of how to best prepare for their retirement years. A retirement planner can provide guidance on how to maximize retirement savings, create a personalized retirement plan, and ensure that individuals are on track to meet their financial goals. Additionally, Tustin is known for its high cost of living, and a retirement planner can help residents navigate the unique financial challenges that come with living in this area. Overall, a retirement planner can provide invaluable support to residents of Tustin as they plan for a secure and comfortable retirement.

Wealth Management

Residents of Tustin, CA can benefit greatly from the expertise of a wealth manager. With its proximity to major business hubs and desirable location in Orange County, Tustin residents often have complex financial situations that require professional guidance. A wealth manager can help Tustin residents navigate the intricacies of investment planning, retirement planning, and tax planning. Additionally, with the high cost of living in Orange County, a wealth manager can help Tustin residents create a budget and financial plan that allows them to achieve their long-term financial goals while still enjoying the many amenities that the area has to offer. Overall, a wealth manager can provide the personalized attention and expertise that Tustin residents need to maximize their financial well-being.

Financial Advisor

Residents of Tustin, CA could benefit greatly from the expertise of a financial advisor. With a median household income of $82,000, Tustin residents may have more disposable income to invest, save, and plan for their future. A financial advisor can help individuals and families create a personalized financial plan that takes into account their unique goals and circumstances. For example, Tustin is known for its high cost of living, so a financial advisor could provide guidance on how to manage expenses and prioritize savings. Additionally, Tustin has a diverse population, including many small business owners. A financial advisor could offer specialized advice on how to manage business finances and plan for retirement. Overall, a financial advisor can provide invaluable support and guidance to Tustin residents looking to secure their financial future.

Mortgage Loan Officer

Residents of Tustin, CA can benefit from the services of a mortgage loan officer in many ways. Firstly, Tustin is a city with a diverse population, and a mortgage loan officer can help residents navigate the complicated mortgage process regardless of their background. Additionally, Tustin has a high cost of living, and a mortgage loan officer can assist residents in finding affordable housing solutions that fit their budget. Furthermore, Tustin is home to many small businesses, and a mortgage loan officer can help entrepreneurs secure loans to start or expand their businesses. Overall, a mortgage loan officer can provide valuable assistance to residents of Tustin, CA looking to achieve their financial goals.

Tax Services

Residents of Tustin, CA can benefit greatly from the services of a tax advisor. With the city's growing economy and diverse population, there are many specific tax considerations that may apply to Tustin residents. For example, the city has a significant number of small business owners who may need assistance with tax planning and compliance. Additionally, Tustin is home to a large number of military families who may have unique tax situations related to their service. A tax advisor can help residents navigate these complexities and ensure they are taking advantage of all available deductions and credits. Overall, working with a tax advisor can help Tustin residents save money and avoid costly mistakes when it comes to their taxes.

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