Estate Planning Attorneys in Whittier, CA

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List of Firms

Top Whittier, CA Estate Planning Law Firms

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Marie D Koestner Law Offices
4 out of 5
Location 13019 Bailey St # A, Whittier, CA 90601, USA
Phone (562) 464-9793
Directions
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AMJ Probate Services
3 out of 5
Location 7740 Painter Ave #207, Whittier, CA 90602, USA
Phone (562) 789-9840
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Law Offices of Rose Marie Gallegos
4 out of 5
Location 6741 Friends Ave, Whittier, CA 90601, USA
Phone (562) 696-8377
Directions
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Law Office of Bernard Pang
4 out of 5
Location 2440 S Hacienda Blvd Suite 121, Hacienda Heights, CA 91745, USA
Phone (626) 581-3985
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Law Offices Karen A Stvnsn
5 out of 5
Location 13122 Stern Ave, La Mirada, CA 90638, USA
Phone (562) 947-8997
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Koestner & Shahon, Attorneys at Law
5 out of 5
Location 13019 Bailey St, Whittier, CA 90601, USA
Phone (562) 567-0518
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Law Offices of John Gottes
2 out of 5
Location 6723 Washington Ave, Whittier, CA 90601, USA
Phone (323) 564-4444
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My Attorney LA
5 out of 5
Location 13601 Whittier Blvd #101, Whittier, CA 90605, USA
Phone (562) 693-5027
Directions
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Law Office of Darin W. Barber, Esq.
5 out of 5
Location 16211 Whittier Blvd, Whittier, CA 90603, USA
Phone (562) 902-8418
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Law Office Of Robert L. Haendiges
SEC File# 801-111055
CRD# 158043
4 out of 5
Location 10419 Bogardus Ave #100, Whittier, CA 90603, USA
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Sailer Law Firm APC
4 out of 5
Location 7915 Painter Ave, Whittier, CA 90602, USA
Phone (562) 945-4911
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Goldbach Law Group
5 out of 5
Location 6528 Greenleaf Ave, Whittier, CA 90601, USA
Phone (562) 696-0582
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Law Offices of Nicholas Gebelt
5 out of 5
Location 15150 Hornell St, Whittier, CA 90604, USA
Phone (562) 777-9159
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Mary E. Mullin, Attorney at Law
4 out of 5
Location 10419 Bogardus Ave Suite 125, Whittier, CA 90603, USA
Phone (562) 902-0900
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Bewley Lassleben & Miller
4 out of 5
Location 13215 Penn St # 510, Whittier, CA 90602, USA
Phone (562) 698-9771
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Pickard Law Firm
Location 13215 Penn St, Whittier, CA 90602, USA
Phone (562) 945-7500
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Matthew Shahon Law Offices
4 out of 5
Location 13019 Bailey St # A, Whittier, CA 90601, USA
Phone (562) 907-5507
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Gregory Hill Attorney at Law
Location 6528 Greenleaf Ave #115, Whittier, CA 90601, USA
Phone (562) 321-5561
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Jay Oberholtzer, APLC
3 out of 5
Location 15111 Whittier Blvd Suite 445, Whittier, CA 90603, USA
Phone (562) 945-2838
Directions
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Craig Willford Law Office
Location 13215 Penn St #411, Whittier, CA 90602, USA
Phone (562) 698-0468
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Law Offices of Omar Gastelum & Associates, APLC
4 out of 5
Location 13215 Penn St Suite 100, Whittier, CA 90602, USA
Phone (562) 692-7000
Directions
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Armando Villegas & Associates - Whittier Divorce Attorney
4 out of 5
Location 12518 Beverly Blvd, Whittier, CA 90601, USA
Phone (562) 298-4101
Directions
Estate Planning Lawyers in Whittier, CA

Where Estate Planners in Whittier, CA Serve

Whittier, CA is a vibrant city located in Los Angeles County. This bustling metropolis is home to a plethora of landmarks, including the Whittier Village Cinemas, the Whittier Museum, and the Whittier College campus. The top employers in the area include PIH Health Hospital, the Whittier Union High School District, and the City of Whittier. Major highways and streets in the area include the 605 Freeway, Whittier Boulevard, and Greenleaf Avenue. The neighborhoods in Whittier are diverse and include the historic Uptown Whittier, the peaceful Friendly Hills, and the family-friendly East Whittier. With its rich history, thriving economy, and beautiful neighborhoods, Whittier, CA is a city that has something for everyone.

Financial Services Related to Estate Planning in Whittier, CA

Banks and Credit Unions

Residents of Whittier, CA can benefit from a bank in a variety of ways. One of the most common ways is through access to financial resources, such as loans and credit cards, which can help them achieve their personal and professional goals. In addition, many banks offer financial education and counseling services to help residents manage their money more effectively. For example, residents of Whittier, CA may be able to take advantage of programs that help them save for a down payment on a home or start a small business. Furthermore, banks can provide a sense of security and peace of mind for residents by safeguarding their money and protecting them from fraud and other financial risks. Overall, a bank can be a valuable resource for residents of Whittier, CA, helping them to build a stronger financial future and achieve their dreams.

Insurance Broker

Residents of Whittier, CA can benefit greatly from the services of an insurance broker. With the city's diverse population and unique needs, an insurance broker can help residents find insurance policies that meet their specific requirements. For example, Whittier has a high population of seniors who may require specialized health insurance or long-term care policies. An insurance broker can help these individuals navigate the complex world of insurance and find policies that offer the best coverage at a reasonable cost. Additionally, with Whittier's proximity to Los Angeles and its busy highways, residents may benefit from auto insurance policies that provide coverage for accidents or theft. An insurance broker can help residents find policies that offer the right level of protection for their vehicles and driving habits. Overall, an insurance broker can be a valuable resource for Whittier residents looking for insurance solutions that meet their unique needs.

Retirement Planning

Residents of Whittier, CA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by assisting residents in creating a personalized retirement plan that takes into account their specific financial goals and needs. This is especially important in Whittier, where the cost of living is higher than the national average. A retirement planner can help residents navigate the complex financial landscape and make informed decisions about investments, savings, and budgeting. Additionally, a retirement planner can provide valuable advice on Social Security benefits, Medicare, and other retirement-related issues that are unique to the Whittier community. Overall, a retirement planner can help residents of Whittier achieve financial security and peace of mind in their retirement years.

Wealth Management

Residents of Whittier, CA could benefit greatly from the expertise of a wealth manager. One specific way a wealth manager could help is by providing guidance on how to invest in the local real estate market. Whittier is known for its diverse range of homes, from historic bungalows to modern apartments, and a wealth manager can help residents navigate the market and make informed decisions about buying or selling property. Additionally, a wealth manager can assist with retirement planning, college savings, and tax strategies, all of which are important considerations for Whittier residents looking to secure their financial future. With the help of a skilled wealth manager, residents of Whittier can feel confident in their financial decisions and achieve their long-term goals.

Financial Advisor

Residents of Whittier, CA can benefit greatly from the guidance of a financial advisor. With a population of over 85,000 people, many individuals and families in Whittier may struggle with managing their finances. A financial advisor can help residents create a personalized budget, develop a savings plan, and invest wisely. Additionally, Whittier is home to a diverse community with varying financial backgrounds and goals, making it important for residents to seek advice from a professional who understands their unique needs. Whether it's planning for retirement, saving for a child's education, or managing debt, a financial advisor can provide valuable assistance to help residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Whittier, CA can greatly benefit from the services of a mortgage loan officer. These professionals can help residents secure mortgage loans to purchase their dream homes, refinance their existing mortgages, or access equity in their homes. In a city where the median home value is over $600,000, having a mortgage loan officer to guide residents through the loan process can make all the difference. They can also help residents navigate the unique housing market in Whittier, which is known for its historic homes and diverse neighborhoods. With their expertise and knowledge of the local housing market, mortgage loan officers can help residents find the best loan options and secure the financing they need to achieve their homeownership goals.

Tax Services

Residents of Whittier, CA can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by ensuring residents are taking advantage of all available tax deductions and credits. This is especially important in Whittier, which has a higher than average cost of living compared to other cities in California. A tax advisor can assist residents in identifying deductions related to housing, transportation, and education, among others, which can help them save money and improve their financial situation. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement planning and investment decisions, which can help residents achieve their long-term financial goals.

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