Estate Planning Attorneys in Placer County, CA

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List of Firms

Top Placer County, CA Estate Planning Law Firms

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BottomLine Lawyers PC | Richard Hall
4 out of 5
Location 1234 High St, Auburn, CA 95603, USA
Phone (530) 888-7100
Language https://bottomlinelawyers.com/
Directions
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The Andrews Law Firm
5 out of 5
Location 10800 Donner Pass Rd #104, Truckee, CA 96161, USA
Phone (530) 550-8736
Language http://www.theandrewslawfirm.net/
Directions
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The Sterling Law Group A P.C.
4 out of 5
Location 300 Harding Blvd #205, Roseville, CA 95678, USA
Phone (916) 790-0852
Language https://www.sterlingcounsel.com/?utm_source=google&utm_medium=organic&utm_campaign=gmb
Directions
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Clark Allison LLP
5 out of 5
Location 4944 Windplay Dr Ste 117, El Dorado Hills, CA 95762, USA
Phone (916) 983-9410
Language https://clarkallison.com/
Directions
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Filippi Law Firm P.C.
5 out of 5
Location 5701 Lonetree Blvd Suite 121, Rocklin, CA 95765, USA
Phone (916) 333-7910
Language https://www.filippilaw.com/
Directions
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The Swenson Law Firm
5 out of 5
Location 8788 Greenback Ln #105, Orangevale, CA 95662, USA
Phone (916) 333-0833
Language http://www.swensonlawfirm.com/
Directions
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Herrig & Vogt, LLP Attorneys
5 out of 5
Location 4210 Douglas Blvd #100, Granite Bay, CA 95746, USA
Phone (916) 960-1000
Language https://www.herrigvogt.com/?utm_campaign=gmb_granite_bay&utm_medium=organic&utm_source=google
Directions
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Law Office of Ron F Suggs
5 out of 5
Location 6520 Lonetree Blvd #100, Rocklin, CA 95765, USA
Phone (916) 903-3717
Language http://www.ronsuggslaw.com/
Directions
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Maxey | Kaminski, A Law Corporation
5 out of 5
Location 13 Sierra Gate Plaza B, Roseville, CA 95678, USA
Phone (916) 786-7272
Language https://lawmk.com/
Directions
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Gary, Till, Burlingham & Lynch
5 out of 5
Location 1380 Lead Hill Blvd Suite 200, Roseville, CA 95661, USA
Phone (916) 304-5691
Language https://www.gtblaw.com/?npcmp=dir:local:2242678:95661
Directions
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Clower Law, A Professional Law Corporation
5 out of 5
Location 6207 S Walnut St suite 400 suite 400, Loomis, CA 95650, USA
Phone (916) 652-8296
Language http://www.clowerlaw.com/
Directions
Estate Planning Lawyers in Placer County, CA

Where Estate Planners in Placer County, CA Serve

Placer County, located in the heart of California, boasts an array of landmarks, including the breathtaking Lake Tahoe, the historic Gold Rush town of Auburn, and the majestic Sierra Nevada Mountains. The county is home to top employers such as the state government, Kaiser Permanente, and Intel Corporation. Major highways and streets, such as Interstate 80 and Highway 65, provide easy access to neighboring cities and attractions. Neighborhoods like Roseville, Rocklin, and Lincoln offer a mix of suburban charm and urban convenience, with plenty of shopping, dining, and entertainment options. Whether you're seeking adventure in the great outdoors or a bustling city scene, Placer County has something for everyone.

Financial Services Related to Estate Planning in Placer County, CA

Banks and Credit Unions

Residents of Placer County, CA can benefit from a bank in a multitude of ways. One of the most common ways is through the availability of loans for home purchases or renovations. Placer County is known for its beautiful landscapes and family-friendly communities, making it a desirable place to live. However, the cost of living can be high, and many residents may need financial assistance to secure their dream home or make necessary improvements. A bank can provide loans with competitive interest rates and flexible payment plans to help residents achieve their homeownership goals. Additionally, banks in Placer County can offer financial education and resources to help residents manage their finances and plan for their future.

Insurance Broker

Residents of Placer County, CA can benefit greatly from the services of an insurance broker. With the county's diverse population and range of industries, an insurance broker can help individuals and businesses navigate the complex world of insurance. For example, Placer County is home to many small businesses, and an insurance broker can help these businesses find affordable and comprehensive coverage for their employees. Additionally, with the county's proximity to Lake Tahoe, an insurance broker can assist homeowners in finding the right coverage for their unique needs, such as protection from wildfire or flood damage. Overall, an insurance broker can provide personalized guidance and support to ensure that residents of Placer County have the insurance coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Placer County, CA could benefit from the expertise of a retirement planner in a variety of ways. With the county's population growing rapidly and many residents nearing retirement age, a retirement planner can help individuals navigate the complex world of retirement planning and ensure they have a solid financial plan in place for their future. Specifically, given the high cost of living in Placer County, a retirement planner can help residents understand the best ways to save for retirement while also accounting for the high cost of housing and other expenses in the area. Additionally, a retirement planner can help residents take advantage of any unique retirement benefits available to them through their employer or the county government. Overall, a retirement planner can provide valuable guidance and peace of mind to Placer County residents as they plan for their retirement years.

Wealth Management

Residents of Placer County, CA can benefit greatly from the services of a wealth manager. Placer County is a beautiful area with a diverse population, including retirees, young professionals, and families. A wealth manager can help these individuals and families manage their finances, plan for retirement, and create a comprehensive investment strategy. With the high cost of living in Placer County, it is crucial to have a financial plan that takes into account the unique challenges of the area. A wealth manager can provide guidance on tax planning, estate planning, and risk management, ensuring that residents of Placer County are well-prepared for the future. Additionally, a wealth manager can help residents navigate the complex world of investments, identifying opportunities to grow their wealth while minimizing risks. Overall, a wealth manager can provide valuable support and guidance to residents of Placer County, helping them achieve their financial goals and secure their futures.

Financial Advisor

Residents of Placer County, CA can greatly benefit from the guidance of a financial advisor. With the county's growing population and diverse economy, there are many opportunities for individuals to invest and save their money. A financial advisor can help residents navigate the various investment options available to them, including real estate and stocks. Additionally, Placer County is home to many retirees, and a financial advisor can assist with retirement planning and ensuring that individuals have enough savings to support themselves throughout their golden years. With the high cost of living in the area, a financial advisor can also provide assistance with budgeting and managing debt. Overall, working with a financial advisor can provide peace of mind and help residents of Placer County achieve their financial goals.

Mortgage Loan Officer

Residents of Placer County, CA can benefit from the expertise of a mortgage loan officer in several ways. For instance, a mortgage loan officer can help residents navigate the complex process of buying a home in Placer County, which has a competitive housing market. They can also assist residents in securing a mortgage loan that is tailored to their specific needs and financial situation. Additionally, mortgage loan officers can help residents refinance their existing mortgages to take advantage of lower interest rates, which can save them money in the long run. With the help of a mortgage loan officer, residents of Placer County can achieve their dream of homeownership and make sound financial decisions that will benefit them and their families for years to come.

Tax Services

Residents of Placer County, CA can benefit greatly from the expertise of a tax advisor. With the county's diverse economy, which includes industries such as healthcare, tourism, and agriculture, residents may have unique tax situations that require specialized knowledge. For example, those who work in the agricultural industry may be eligible for tax credits and deductions related to farming expenses. Additionally, Placer County is home to many retirees who may need guidance on tax planning for their retirement income. A tax advisor can also help residents navigate the complex tax laws related to owning rental property, which is a popular investment in the county. Overall, a tax advisor can provide invaluable assistance to Placer County residents in maximizing their tax savings and avoiding costly mistakes.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Placer County, CA can provide a range of services to ensure that your estate is properly managed and distributed according to your wishes. These services include drafting wills, trusts, and other legal documents that outline your wishes for your assets and property. They can also assist with the creation of advanced healthcare directives and durable powers of attorney, which can help ensure that your medical and financial decisions are made according to your wishes. In Placer County, CA, an estate planning lawyer can also provide guidance on California-specific laws and regulations that may impact your estate plan. Their expertise can help you navigate complex legal issues and ensure that your estate is properly managed and protected for future generations.

Placer County, located in Northern California, boasts a plethora of experienced and knowledgeable estate planning lawyers. With its proximity to Sacramento and Lake Tahoe, Placer County is a hub for legal expertise in the region. The county is home to a diverse community, including retirees, business owners, and families, making it an ideal location to seek out an estate planning lawyer who can cater to a variety of needs. Additionally, Placer County's legal professionals are well-versed in California state laws and regulations, ensuring that clients receive the most up-to-date and accurate guidance on their estate planning matters. From drafting wills and trusts to navigating probate proceedings, Placer County offers a wealth of legal resources for those seeking to protect their assets and provide for their loved ones.