Estate Planning & Wills
Santa Ana, CA
The Law Offices of Steven F. Schroeder is a Santa Ana-based firm specializing in estate planning and taxation, led by California Bar Certified Attorney Steven F. Schroeder, who is also an Enrolled Agent and California Real Estate Broker. The firm serves individuals and medical professionals with comprehensive tax planning, estate planning, trust creation, probate services, and financial consulting. Mr. Schroeder has been recognized by Orange Coast Magazine as one of California's top estate planning and tax attorneys, bringing deep expertise in tax strategy, wealth preservation, and succession planning.
Ideal for: Individuals planning estates, medical professionals, small business owners, high-net-worth families seeking tax optimization
Service area: Santa Ana and Orange County, California
Dual Expertise in Tax & Estate Planning: Mr. Schroeder combines California bar certification with Enrolled Agent status, allowing the firm to integrate tax strategy directly into estate planning to minimize client liability and maximize wealth preservation.
Specialized Medical Professional Services: The firm offers tailored planning for medical professionals, addressing their unique tax and estate planning needs including business succession and asset protection.
Comprehensive Client Resources: Clients have access to online portals, financial calculators, tax guidance, and a dedicated newsletter, supporting informed decision-making throughout the planning process.
Address: 2107 N Broadway STE 204, Santa Ana, CA 92706
Phone: (714) 480-0529
Website: schroederesq.com
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