Estate Planning Attorneys in Santa Monica, CA

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List of Firms

Top Santa Monica, CA Estate Planning Law Firms

Ginzburg & Bronshteyn, APC
4 out of 5
Location 11755 Wilshire Blvd #1250, Los Angeles, CA 90025, USA
Phone (310) 914-3222
Language https://www.gbllp-law.com/
Directions
Sinai Law Firm
4 out of 5
Location 2120 Wilshire Blvd, Santa Monica, CA 90403, USA
Phone (310) 487-2580
Language http://www.sinailawfirm.com/
Directions
Jakle, Alexander & Patton, LLP
5 out of 5
Location 1250 6th St Suite 300, Santa Monica, CA 90401, USA
Phone (310) 395-6555
Language https://www.jaklelaw.com/
Directions
Moses Estate Planning, PLLC
5 out of 5
Location 401 Wilshire Blvd 12th Fl, Santa Monica, CA 90401, USA
Phone (310) 488-3320
Language https://www.mosestrusts.com/?utm_source=google-local&utm_medium=organic&utm_campaign=3072
Directions
Hinojosa & Forer LLP
4 out of 5
Location 2215 Colby Ave, Los Angeles, CA 90064, USA
Phone (310) 893-0309
Language https://www.hinojosaforer.com/?npcmp=dir:local:1832055:90064
Directions
Sultan & Sultan, Attorneys at Law
4 out of 5
Location 2530 Wilshire Blvd. Third Floor, Santa Monica, CA 90403, USA
Phone (310) 576-1003
Language https://sultanlaw.com/
Directions
Keystone Law Group, P.C.
4 out of 5
Location 11300 W Olympic Blvd #910, Los Angeles, CA 90064, USA
Phone (424) 408-1936
Language https://www.keystone-law.com/
Directions
Waugh Law
5 out of 5
Location 401 Wilshire Blvd, Santa Monica, CA 90401, USA
Phone (310) 359-8547
Language http://www.waugh.law/
Directions
Law Offices Of Matthew E. Abrams
4 out of 5
Location 604 Arizona Ave, Santa Monica, CA 90401, USA
Phone (310) 709-7792
Language http://www.mabramslaw.com/
Directions
Estate Planning Lawyers in Santa Monica, CA

Where Estate Planners in Santa Monica, CA Serve

Santa Monica, CA is a bustling coastal city located in Los Angeles County. It is renowned for its iconic landmarks, such as the Santa Monica Pier and the Third Street Promenade. The city is also home to a number of top employers, including Hulu, Activision Blizzard, and Universal Music Group. Major highways and streets in Santa Monica include the Pacific Coast Highway, the Santa Monica Freeway, and Wilshire Boulevard. The city is divided into several distinct neighborhoods, each with its own unique character and charm. From the trendy boutiques and cafes of Main Street to the upscale shops and restaurants of Montana Avenue, there is something for everyone in Santa Monica.

Financial Services Related to Estate Planning in Santa Monica, CA

Banks and Credit Unions

Residents of Santa Monica, CA can benefit from a bank in many ways. One of the most common ways a bank can help is by providing financial services such as checking and savings accounts, loans, and credit cards. Additionally, banks can offer financial education to help residents manage their money and make informed decisions. Santa Monica is a bustling city with a thriving tourist industry, and a bank can assist residents with foreign currency exchange and travel-related financial services. With the high cost of living in Santa Monica, a bank can also provide assistance with budgeting and saving for long-term goals such as retirement or home ownership. Overall, a bank can be a valuable resource for residents of Santa Monica to help them achieve their financial goals and improve their financial well-being.

Insurance Broker

Residents of Santa Monica, CA could benefit from the services of an insurance broker in a variety of ways. Firstly, an insurance broker can help residents navigate the unique insurance requirements of California, which can be quite different from other states. Additionally, Santa Monica residents may have specific insurance needs related to the area's high cost of living and proximity to the ocean, such as coverage for expensive real estate or flood insurance. An insurance broker can also help residents find the best deals on insurance policies, saving them money in the long run. Overall, an insurance broker can provide valuable guidance and support to Santa Monica residents looking to protect themselves and their assets with the right insurance coverage.

Retirement Planning

Residents of Santa Monica, CA can benefit greatly from the expertise of a retirement planner. With its high cost of living and proximity to Los Angeles, many Santa Monica residents face unique financial challenges when it comes to planning for retirement. A retirement planner can offer guidance on how to maximize savings and investments, navigate complex tax laws, and plan for unexpected expenses. Additionally, with Santa Monica's vibrant cultural scene and numerous recreational opportunities, a retirement planner can help residents balance their desire for an active lifestyle with the need to save for the future. Overall, working with a retirement planner can provide Santa Monica residents with peace of mind and a clear path towards a comfortable retirement.

Wealth Management

Residents of Santa Monica, CA could benefit from the services of a wealth manager in a variety of ways. One of the most common ways a wealth manager can help is by assisting individuals in managing their finances and investments. In a city like Santa Monica, where the cost of living is high, it can be challenging to balance expenses and savings. A wealth manager can provide guidance on how to invest wisely and create a financial plan that aligns with the individual's goals. Additionally, a wealth manager can help residents navigate the complexities of taxes, estate planning, and retirement planning. With the help of a wealth manager, residents of Santa Monica can achieve financial security and peace of mind.

Financial Advisor

Residents of Santa Monica, CA can benefit from the guidance of a financial advisor in several ways. One of the most common ways is by helping them navigate the high cost of living in the area. Santa Monica is known for its expensive real estate and high taxes, which can make it challenging for residents to manage their finances effectively. A financial advisor can help residents create a budget, invest wisely, and plan for their future financial goals. Additionally, with the city's proximity to the entertainment industry, financial advisors can assist those in the industry with managing their unique income streams and navigating the complexities of taxes and investments. Overall, a financial advisor can provide valuable support to Santa Monica residents in achieving financial stability and security.

Mortgage Loan Officer

Residents of Santa Monica, CA can greatly benefit from the assistance of a mortgage loan officer. With the high cost of living in this coastal city, many residents may struggle to afford a home without the help of a mortgage. A loan officer can help residents navigate the complex process of obtaining a mortgage, including finding the best rates and terms for their financial situation. Additionally, Santa Monica is known for its competitive housing market, making it difficult for some residents to secure a home without pre-approval for a mortgage. A loan officer can provide valuable guidance and support throughout the home-buying process, ensuring that residents are able to find and purchase their dream home in this beautiful city.

Tax Services

Residents of Santa Monica, CA can benefit greatly from the services of a tax advisor. With the city's high cost of living and unique tax laws, a tax advisor can help residents navigate the complexities of their tax returns and potentially save them money. For example, Santa Monica has a city sales tax rate of 10.25%, which is higher than the state average, and a transient occupancy tax on hotel stays. A tax advisor can help residents understand these taxes and how to properly report them on their returns. Additionally, with the recent changes to federal tax laws, a tax advisor can ensure that residents are taking advantage of all available deductions and credits. Overall, a tax advisor can provide valuable guidance and expertise to help Santa Monica residents optimize their tax situation.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Santa Monica, CA can provide a wide range of services to help individuals protect their assets and ensure that their wishes are carried out after they pass away. These services may include drafting wills, trusts, and other estate planning documents, as well as advising clients on tax and estate planning strategies. Additionally, estate planning lawyers in Santa Monica, CA may be able to assist clients with probate and trust administration, as well as other legal issues that may arise during the estate planning process. With its stunning beaches, vibrant culture, and thriving business community, Santa Monica, CA is a unique and dynamic city that requires a skilled and knowledgeable estate planning lawyer to navigate its complex legal landscape.

Santa Monica, CA is undoubtedly the best place to get an estate planning lawyer. The city's unique blend of upscale living and laid-back beach vibes make it a magnet for top-notch legal professionals who specialize in estate planning. The city is home to a diverse and affluent population, which means that estate planning lawyers in Santa Monica are well-versed in handling complex and high-net-worth cases. Additionally, the city's proximity to Los Angeles and its thriving business community means that Santa Monica estate planning lawyers have access to a vast network of resources and expertise. Whether you need help drafting a will, setting up a trust, or navigating the probate process, you can rest assured that Santa Monica has the legal talent and expertise you need to protect your assets and secure your legacy.