Estate Planning Attorneys in Auburn, CA

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List of Firms

Top Auburn, CA Estate Planning Law Firms

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Fred Jones Law Offices
Location 12120 Herdal Dr, Auburn, CA 95603, USA
Phone (530) 887-9944
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Aronowitz Skidmore Lyon
4 out of 5
Location 200 Auburn Folsom Rd STE 305, Auburn, CA 95603, USA
Phone (530) 823-9736
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Law Office of Preston Marx
5 out of 5
Location 11641 Blocker Dr Suite 230, Auburn, CA 95603, USA
Phone (530) 537-2898
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Strasser Law Corporation
5 out of 5
Location 1517 Lincoln Way, Auburn, CA 95603, USA
Phone (916) 834-3400
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Law Office of Richard Shoemaker-Moyle
Location 371 Nevada St #7152, Auburn, CA 95604, USA
Phone (530) 613-0577
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Geri R Bray Law Office
5 out of 5
Location 1445 Lincoln Way, Auburn, CA 95603, USA
Phone (530) 823-3501
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Law Office of Chandra E. Miller
4 out of 5
Location 1147 High St, Auburn, CA 95603, USA
Phone (530) 885-6284
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Leupp & Woodall
5 out of 5
Location 149 Court St, Auburn, CA 95603, USA
Phone (530) 836-5062
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Law Office of Joseph T. Todoroff, PC
5 out of 5
Location 195 Agnes St, Auburn, CA 95603, USA
Phone (530) 823-9759
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The Law Offices of Dezanie A. Martin
Location 1223 High St, Auburn, CA 95603, USA
Phone (916) 207-3678
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Maurer Law Corporation
5 out of 5
Location 149 Court St, Auburn, CA 95603, USA
Phone (530) 745-6861
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Margaret Heiser Fulton
4 out of 5
Location One California St, Auburn, CA 95603, USA
Phone (530) 823-2010
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M S Shuttleworth Law Offices
Location 1 California St, Auburn, CA 95603, USA
Phone (530) 823-7499
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Robinson & Fulton Law
Location 1 California St #5208, Auburn, CA 95603, USA
Phone (530) 823-2010
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A. L. Harvey Law, Professional Law Corporation
5 out of 5
Location 195 Cherry Ave, Auburn, CA 95603, USA
Phone (530) 217-3520
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Collins & Collins
5 out of 5
Location 137 Court St, Auburn, CA 95603, USA
Phone (530) 888-1905
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O'Connell Kevin
5 out of 5
Location 560 Wall St, Auburn, CA 95603, USA
Phone (530) 888-9146
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Trust & Probate Law Group
5 out of 5
Location 100 El Dorado St, Auburn, CA 95603, USA
Phone (530) 878-5846
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Law Office of Larry T. Ring
5 out of 5
Location 12150 Herdal Dr, Auburn, CA 95603, USA
Phone (530) 885-7836
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Law Office of James K. Moore
5 out of 5
Location 1155 High St, Auburn, CA 95603, USA
Phone (530) 885-6286
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Estate Planning Lawyers in Auburn, CA

Where Estate Planners in Auburn, CA Serve

Nestled in the foothills of the Sierra Nevada, Auburn, CA boasts a rich history and vibrant community. Landmarks such as the historic Old Town, the Auburn State Recreation Area, and the Placer County Courthouse stand as proud testaments to the city's past. Meanwhile, top employers like Sutter Health, Placer County, and the Auburn Union School District ensure a thriving present and future. Major highways such as Interstate 80 and State Route 49 make Auburn easily accessible from all directions, while streets like High Street and Lincoln Way offer easy navigation within the city. Neighborhoods like South Auburn and Auburn Greens offer a diverse range of housing options, from charming historic homes to modern developments. With its mix of natural beauty, historical significance, and modern amenities, Auburn is a truly unique and dynamic community.

Financial Services Related to Estate Planning in Auburn, CA

Banks and Credit Unions

Residents of Auburn, CA can benefit from a bank in numerous ways. Firstly, banks provide financial services such as checking and savings accounts, loans, and credit cards, which can help individuals manage their money and achieve their financial goals. Additionally, banks offer online banking services that allow residents to easily access their accounts and make transactions from the comfort of their homes. Another way that banks can assist Auburn residents is by providing financial education and resources, such as seminars and workshops on budgeting and saving. Given that Auburn is a small town with a tight-knit community, banks can also play a role in supporting local businesses by providing loans and other financial services. Overall, banks are an essential part of the Auburn community, helping residents manage their finances and achieve their financial aspirations.

Insurance Broker

Residents of Auburn, CA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized guidance in selecting the right insurance policies for their specific needs. This is especially important in Auburn, where the risk of wildfires is high due to the dry climate and surrounding forests. An experienced insurance broker can help residents navigate the complexities of homeowner's insurance policies to ensure they have adequate coverage in the event of a wildfire or other natural disaster. Additionally, an insurance broker can help residents save money by comparing policies from multiple providers and negotiating better rates. With the help of an insurance broker, residents of Auburn can have peace of mind knowing they are protected in the event of an unexpected event.

Retirement Planning

Residents of Auburn, CA would greatly benefit from the assistance of a retirement planner. With a population of just over 14,000, Auburn is a small town that offers a unique mix of rural and suburban living. Many residents of Auburn are nearing retirement age or have already retired, and a retirement planner can help them navigate the complex world of retirement planning. Specifically, a retirement planner can help Auburn residents with important decisions such as when to start taking Social Security benefits, how to maximize their retirement savings, and how to create a sustainable retirement income stream. Additionally, a retirement planner can help Auburn residents navigate the unique tax laws and regulations that apply to retirement income in California. By working with a retirement planner, Auburn residents can ensure that they are making the most of their retirement years and enjoying a comfortable and secure future.

Wealth Management

Residents of Auburn, CA can benefit greatly from the services of a wealth manager. With its proximity to the Sierra Nevada Mountains and the American River, Auburn is a popular destination for outdoor enthusiasts. A wealth manager can help residents plan for their financial future, including saving for retirement and investing in their hobbies and passions. They can also assist with estate planning and tax strategies, ensuring that residents can pass on their wealth to future generations. Additionally, with the recent growth in the tech industry in nearby Sacramento, a wealth manager can help residents navigate the complex world of stock options and equity compensation. Overall, a wealth manager can provide invaluable guidance and support for residents of Auburn as they strive to achieve their financial goals and live their best lives.

Financial Advisor

Residents of Auburn, CA can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by providing guidance on retirement planning. Auburn, CA has a large population of retirees, and a financial advisor can help them navigate the complex world of retirement savings and investments. Additionally, a financial advisor can assist residents in managing debt, creating a budget, and developing a long-term financial plan. With the help of a financial advisor, residents of Auburn, CA can gain peace of mind knowing that their finances are in good hands.

Mortgage Loan Officer

Residents of Auburn, CA can benefit greatly from the services of a mortgage loan officer. One specific way that a loan officer can help is by assisting residents in finding a loan that fits their unique needs and financial situation. Auburn is a diverse community with a mix of both urban and rural areas. A mortgage loan officer can provide guidance on the different types of loans available, such as conventional, FHA, and VA loans, and help residents determine which one is best for them. Additionally, a loan officer can help residents navigate the often-complicated process of applying for a mortgage, including gathering necessary documents and submitting a complete application. With the help of a mortgage loan officer, residents of Auburn can achieve their dream of homeownership and secure a stable financial future.

Tax Services

Residents of Auburn, CA can benefit from the services of a tax advisor in many ways. One specific area where residents may need assistance is in navigating California's complex tax laws and regulations. A tax advisor can help residents understand which deductions and credits they may be eligible for, as well as provide guidance on how to minimize their tax liability. Additionally, a tax advisor can help residents with tax planning, ensuring that they are making the most of their financial resources and are prepared for any potential tax liabilities. Overall, a tax advisor can provide valuable support to Auburn residents in managing their taxes and maximizing their financial well-being.

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