Estate Planning Attorneys in Huntington Beach, CA

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List of Firms

Top Huntington Beach, CA Estate Planning Law Firms

Mark W. Bidwell, Attorney at Law
5 out of 5
Location 4952 Warner Ave #235, Huntington Beach, CA 92649, USA
Phone (714) 846-2888
Language http://www.bidwelllaw.com/
Directions
Satori Law Group, Inc.
5 out of 5
Location 10061 Talbert Ave #325, Fountain Valley, CA 92708, USA
Phone (714) 593-8659
Language https://satorilaw.com/
Directions
Stephen Shepard Attorney at Law
4 out of 5
Location 7755 Center Ave #1100, Huntington Beach, CA 92647, USA
Phone (714) 406-3350
Language http://stephenshepard.com/
Directions
Schwartz Law - Wills, Trusts, & Immigration Attorney - Free Consult
5 out of 5
Location 7923 Warner Ave Suite J, Huntington Beach, CA 92647, USA
Phone (949) 302-9271
Language http://www.damonschwartzlaw.com/
Directions
Booker T Burney Law Office
5 out of 5
Location 16162 Beach Blvd #207, Huntington Beach, CA 92647, USA
Phone (714) 596-3532
Language https://bookertburneylaw.com/
Directions
The Law Offices of Trent C. Marcus
5 out of 5
Location 19900 Beach Blvd C-1, Huntington Beach, CA 92648, USA
Phone (714) 964-6335
Language http://www.trentmarcus.com/
Directions
Estate Planning Lawyers in Huntington Beach, CA

Where Estate Planners in Huntington Beach, CA Serve

Huntington Beach, CA is a vibrant coastal city located in Orange County, known for its stunning beaches, surfing culture, and iconic landmarks. The city is home to several world-renowned landmarks, including the Huntington Beach Pier, which stretches out into the Pacific Ocean, and the Bolsa Chica Ecological Reserve, a protected wetland area teeming with wildlife. As for top employers, Huntington Beach boasts a diverse economy, with major companies such as Boeing, Quiksilver, and Hyatt Regency among its top employers. The city is also home to a thriving tourism industry, with hotels, restaurants, and shops lining its bustling main street, Pacific Coast Highway. Navigating Huntington Beach is made easy by its major highways and streets, including the 405 Freeway, which runs along the eastern edge of the city, and Beach Boulevard, a major thoroughfare that connects the city to neighboring communities.

Financial Services Related to Estate Planning in Huntington Beach, CA

Banks and Credit Unions

Residents of Huntington Beach, CA can benefit from a bank in several ways. For instance, a bank can provide them with easy access to financial services such as checking and savings accounts, loans, and credit cards. Since Huntington Beach is a coastal city, many residents may have businesses related to the beach or water sports. A bank can offer specialized loans or credit facilities to support these businesses, helping them to grow and succeed. Additionally, banks can provide financial education and resources to help residents manage their finances better, especially during challenging times. Overall, a bank can be a valuable partner for residents of Huntington Beach, CA, helping them to achieve their financial goals and build a better future.

Insurance Broker

Residents of Huntington Beach, CA would greatly benefit from the assistance of an insurance broker when it comes to finding the right insurance coverage for their unique needs. With the city's proximity to the ocean, many residents may require specialized insurance for their boats or other watercraft. Additionally, with the high cost of living in the area, an insurance broker can help residents navigate the various options for health, auto, and home insurance to ensure they are getting the best coverage at the most affordable rates. An insurance broker can also provide valuable guidance and support in the event of a claim, helping residents to navigate the often complex and confusing process of filing a claim and receiving compensation. Overall, an insurance broker can be a valuable ally for residents of Huntington Beach, providing them with the peace of mind and financial security they need to enjoy life in this beautiful coastal city.

Retirement Planning

Residents of Huntington Beach, CA can benefit greatly from the services of a retirement planner. With its proximity to the beach and outdoor recreational activities, many residents may be tempted to prioritize their current lifestyle over planning for retirement. However, a retirement planner can help residents of Huntington Beach create a personalized plan that takes into account their unique financial goals and lifestyle preferences. This may include strategies for maximizing retirement savings, managing debt, and investing in a way that aligns with long-term goals. Additionally, a retirement planner can help Huntington Beach residents navigate the complexities of Social Security and Medicare, ensuring they receive the benefits they are entitled to. With the help of a retirement planner, residents of Huntington Beach can feel confident that they are on track to achieve their retirement goals and enjoy their golden years to the fullest.

Wealth Management

Residents of Huntington Beach, CA could benefit greatly from the expertise of a wealth manager. With its high cost of living and proximity to some of the most expensive cities in the country, Huntington Beach residents may find it challenging to manage their finances effectively. A wealth manager can provide guidance on investment strategies, tax planning, and retirement planning, among other things. Additionally, Huntington Beach is known for its active and outdoor lifestyle, which can come with its own set of financial considerations. A wealth manager can help residents balance their desire for adventure with their financial goals, whether that means saving for a dream vacation or planning for unexpected medical expenses. Ultimately, a wealth manager can help Huntington Beach residents achieve financial security and peace of mind.

Financial Advisor

Residents of Huntington Beach, CA can benefit greatly from the services of a financial advisor. With the high cost of living in the area, many individuals may struggle to manage their finances effectively. A financial advisor can help residents create a budget, develop a savings plan, and invest wisely to achieve their financial goals. Additionally, with the city's proximity to the ocean and outdoor activities, a financial advisor can help residents plan for unexpected expenses, such as home repairs or medical bills, while still being able to enjoy the local amenities. Overall, a financial advisor can provide valuable guidance and support to help residents of Huntington Beach, CA achieve financial stability and peace of mind.

Mortgage Loan Officer

Residents of Huntington Beach, CA can benefit from the services of a mortgage loan officer in a variety of ways. With the high cost of living in this coastal city, many residents may struggle to afford a home without the assistance of a mortgage. A loan officer can help residents navigate the complex process of securing a mortgage, providing guidance on the various types of loans available and helping them find the best rates. Additionally, loan officers can assist residents in refinancing their existing mortgages, which can help them save money on their monthly payments and reduce the overall cost of their home. With its beautiful beaches and thriving economy, Huntington Beach is a desirable place to live, and a mortgage loan officer can help residents make their dream of homeownership a reality.

Tax Services

Residents of Huntington Beach, CA can benefit greatly from the guidance of a tax advisor. One of the most common ways they can be helped is by ensuring they are taking advantage of all the tax credits and deductions available to them. This is particularly important for residents of Huntington Beach, as the city has a high cost of living compared to other areas in California. A tax advisor can help residents navigate the complex tax system and identify deductions they may not have been aware of, such as deductions for mortgage interest or property taxes. Additionally, a tax advisor can help residents plan for their financial future by providing advice on retirement savings and investment strategies. With the help of a tax advisor, residents of Huntington Beach can feel confident that they are making the most of their finances and securing their financial future.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Huntington Beach, CA can provide a range of services to help individuals and families protect their assets and plan for the future. These services may include drafting wills and trusts, creating powers of attorney and healthcare directives, and assisting with probate and trust administration. With its stunning coastline and vibrant community, Huntington Beach is a popular destination for retirees and families alike. As such, an estate planning lawyer in this area may also specialize in addressing unique concerns related to beachfront properties, such as navigating complex zoning laws and ensuring proper insurance coverage. Whether you are looking to secure your legacy or protect your loved ones, an estate planning lawyer in Huntington Beach can provide the expertise and guidance you need to achieve your goals.

Located in Orange County, California, Huntington Beach is a popular destination for tourists and locals alike. However, beyond its sandy beaches and vibrant nightlife, the city is also home to some of the best estate planning lawyers in the state. With a population of over 200,000, Huntington Beach boasts a diverse and highly educated community, which has helped to attract some of the most talented legal professionals in the region. Additionally, the city's proximity to major transportation hubs and business centers has made it an ideal location for those seeking legal advice on complex estate planning matters. Whether you are in need of a trust attorney, a wills and probate lawyer, or any other estate planning services, Huntington Beach offers a wealth of options to choose from. So, if you are looking for a top-notch estate planning lawyer, look no further than Huntington Beach, California.