Estate Planning Attorneys in Palm Desert, CA

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List of Firms

Top Palm Desert, CA Estate Planning Law Firms

Law Office of Jeremy J. Ofseyer
5 out of 5
Location 74000 Country Club Dr h1, Palm Desert, CA 92260, USA
Phone (760) 346-3355
Language https://www.ofseyer.com/
Directions
Sanger & Manes, LLP
4 out of 5
Location 34100 Gateway Dr #100, Palm Desert, CA 92211, USA
Phone (760) 558-9534
Language http://calresidencytaxattorney.com/
Directions
Burt + Clerc Attorneys at Law
4 out of 5
Location 73200 El Paseo #1b, Palm Desert, CA 92260, USA
Phone (760) 340-0034
Language http://www.burtclerc.com/
Directions
Healey & Healey Attorneys At Law
5 out of 5
Location 74075 El Paseo STE A5, Palm Desert, CA 92260, USA
Phone (760) 568-5661
Language http://www.dennishealeylaw.com/
Directions
Bochnewich Law Offices, A Professional Corporation
5 out of 5
Location 43100 Cook St UNIT 203, Palm Desert, CA 92211, USA
Phone (760) 776-1377
Language https://www.btrustlaw.com/?utm_source=gmb&utm_medium=organic&utm_content=listing&utm_campaign=local
Directions
AFSAR Law Group, APC
5 out of 5
Location 73-121 Fred Waring Dr Suite 100, Palm Desert, CA 92260, USA
Phone (760) 345-3110
Language http://www.afsarlaw.com/
Directions
Estate Planning Lawyers in Palm Desert, CA

Where Estate Planners in Palm Desert, CA Serve

Palm Desert, CA is a vibrant city nestled in the heart of the Coachella Valley. With its stunning scenery and bustling economy, this desert oasis is a hub of activity and excitement. From the iconic El Paseo shopping district to the world-renowned Living Desert Zoo and Gardens, Palm Desert is home to a plethora of landmarks and attractions that draw visitors from around the globe. The city's top employers include healthcare giants Eisenhower Health and Desert Regional Medical Center, as well as retail powerhouse Westfield Palm Desert. Major highways such as Interstate 10 and State Route 111 provide easy access to nearby cities and attractions, while streets like Bob Hope Drive and Monterey Avenue offer a multitude of shopping and dining options. Palm Desert is also home to a variety of neighborhoods, each with its own unique character and charm. From the luxurious enclaves of Bighorn Golf Club and The Reserve to the family-friendly communities of Sun City and Palm Desert Greens, there is a neighborhood to suit every lifestyle and budget.

Financial Services Related to Estate Planning in Palm Desert, CA

Banks and Credit Unions

Residents of Palm Desert, CA can benefit greatly from a bank in a number of ways. For starters, a bank can provide them with a safe and secure place to store their money. This is particularly important in Palm Desert, where the population is largely made up of retirees who may have accumulated significant savings over the years. In addition to providing a safe place to store their money, a bank can also offer residents access to a variety of financial services, such as loans, credit cards, and investment opportunities. This can be especially helpful for those who are looking to start a business, buy a home, or plan for retirement. Overall, a bank can be an invaluable resource for residents of Palm Desert, providing them with the tools and resources they need to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Palm Desert, CA can benefit greatly from the services of an insurance broker. With the city's high temperatures and arid climate, many residents may be in need of insurance coverage for their homes and properties against potential wildfires. Additionally, as a retirement destination, many residents may require specialized insurance coverage for their health and long-term care needs. An insurance broker can help navigate the complex world of insurance policies and find the best coverage options for each individual's unique needs. With their expertise and knowledge, insurance brokers can help residents of Palm Desert, CA feel secure and protected in the face of any unexpected events.

Retirement Planning

Residents of Palm Desert, CA can benefit greatly from the services of a retirement planner. With its large retirement community, Palm Desert has unique financial needs that require a specialized approach. A retirement planner can help residents create a comprehensive plan for their retirement, taking into account factors such as their current financial situation, future expenses, and desired lifestyle. They can also provide guidance on investment strategies, tax planning, and estate planning. In addition, a retirement planner can help residents navigate the complex world of healthcare and insurance, ensuring that they have the coverage they need to stay healthy and financially secure. Overall, a retirement planner can provide invaluable assistance to residents of Palm Desert, helping them to achieve their retirement goals and enjoy their golden years to the fullest.

Wealth Management

Residents of Palm Desert, CA can greatly benefit from the services of a wealth manager. One of the most common ways that a wealth manager can help is by providing personalized investment advice to help residents grow their wealth. This is especially important in Palm Desert, where many residents are retirees or nearing retirement age and need to ensure they have enough money saved up to support themselves in their golden years. A wealth manager can also assist with estate planning, tax planning, and risk management to ensure that residents are prepared for any financial challenges that may arise. Overall, a wealth manager can provide valuable guidance and support to help residents achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Palm Desert, CA could benefit greatly from the expertise of a financial advisor. One of the most common ways a financial advisor can help is by providing guidance on retirement planning. Palm Desert is a popular retirement destination, and many residents may not have fully considered their financial needs for the future. A financial advisor can assist with creating a retirement plan that takes into account factors such as healthcare costs and inflation. Additionally, with the high cost of living in Palm Desert, a financial advisor can help residents manage their expenses and investments to ensure they are making the most of their money. Overall, a financial advisor can provide valuable insight and advice to help residents of Palm Desert achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Palm Desert, CA can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage, whether they are purchasing a new home or refinancing an existing one. In a place like Palm Desert, where the cost of living can be high, a mortgage loan officer can help residents find the best possible interest rates and terms for their loans. They can also provide guidance on the various types of mortgages available, such as fixed-rate or adjustable-rate, and help residents determine which option is best for their unique financial situation. Ultimately, working with a mortgage loan officer can help residents of Palm Desert achieve their dream of homeownership, while also ensuring that they are making smart financial decisions for their future.

Tax Services

Residents of Palm Desert, CA can benefit greatly from the assistance of a tax advisor. With the city's high cost of living and large number of retirees, many residents may be looking for ways to lower their tax burden and maximize their retirement savings. A knowledgeable tax advisor can provide guidance on tax deductions and credits specific to Palm Desert, such as those related to energy-efficient home improvements or charitable donations to local organizations. They can also help residents navigate the complex tax laws surrounding retirement accounts and Social Security benefits. By working with a tax advisor, Palm Desert residents can ensure they are making the most of their finances and minimizing their tax liability.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Palm Desert, CA can provide a wide range of services to help individuals and families plan for the future. These services may include creating wills and trusts, establishing powers of attorney, and developing comprehensive estate plans that take into account the unique needs and goals of each client. In Palm Desert, CA, where the population is largely comprised of retirees and wealthy individuals, estate planning services may also involve complex tax planning strategies and asset protection techniques. This may include utilizing trusts and other legal structures to minimize estate taxes and protect assets from creditors and other potential threats. With the help of an experienced estate planning lawyer, individuals and families in Palm Desert, CA can ensure that their assets are protected and their wishes are carried out in the event of incapacity or death.

Palm Desert, CA is the ultimate destination to secure an estate planning lawyer. The city boasts a plethora of legal firms that specialize in estate planning, and the lawyers here have a wealth of experience in dealing with complex estate issues. Palm Desert's unique location in the Coachella Valley provides a perfect blend of natural beauty and urban convenience, making it an ideal place for estate planning. Moreover, the legal professionals in Palm Desert are well-versed in the latest laws and regulations related to estate planning, ensuring that clients receive the most up-to-date advice and guidance. The city's reputation for excellence in estate planning is unmatched, and its legal professionals are committed to providing personalized service and attention to detail. Overall, Palm Desert, CA is the perfect place to find an estate planning lawyer who can help you protect your assets and ensure that your loved ones are taken care of.