Estate Planning Attorneys in Yolo County, CA

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List of Firms

Top Yolo County, CA Estate Planning Law Firms

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Sonin Law
5 out of 5
Location 21 Court St, Woodland, CA 95695, USA
Phone (530) 662-2226
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ROBERT P. NAKKEN
5 out of 5
Location 429 1st St, Woodland, CA 95695, USA
Phone (530) 662-7367
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Law Office of Raquel M. Silva, CFLS
5 out of 5
Location 1667 Oak Ave, Davis, CA 95616, USA
Phone (530) 758-0500
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Kulkarni Law PC
5 out of 5
Location 1712 Picasso Ave Suite E, Davis, CA 95618, USA
Phone (530) 302-5602
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Law Offices of Keith Banks
5 out of 5
Location 1667 Oak Ave, Davis, CA 95616, USA
Phone (530) 725-5388
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Lowenthal APC | Davis Real Estate Attorney
5 out of 5
Location 777 F St, Davis, CA 95616, USA
Phone (530) 231-4949
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Crider Law Group
5 out of 5
Location 750 F St Suite 2, Davis, CA 95616, USA
Phone (916) 694-0811
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Kopper, Morgan & Dietrich
4 out of 5
Location 417 E St, Davis, CA 95616, USA
Phone (530) 758-0757
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Lauren C. Jones Law
5 out of 5
Location 2945 Ramco St #110, West Sacramento, CA 95691, USA
Phone (916) 226-4470
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Meissner Joseph Palley and Ruggles, Inc. - Yolo County Office
5 out of 5
Location 510 4th St, Davis, CA 95616, USA
Phone (530) 419-0660
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Estate Planning Lawyers in Yolo County, CA

Where Estate Planners in Yolo County, CA Serve

Yolo County, located in Northern California, is a diverse and dynamic area with a rich history and vibrant culture. From the stunning natural beauty of the Sacramento River to the bustling city of Davis, Yolo County has something for everyone. Landmarks in Yolo County include the iconic Tower Bridge in West Sacramento, the historic Woodland Opera House, and the UC Davis Arboretum, a sprawling garden filled with exotic plants and wildlife. Top employers in the area include UC Davis, Yolo County government, and the Davis Joint Unified School District. Major highways such as Interstate 5 and Highway 113 run through the county, connecting it to major cities like Sacramento and San Francisco. Neighborhoods in Yolo County range from the charming small town of Winters to the bustling college town of Davis. Each neighborhood has its own unique character and attractions, from the quaint shops and restaurants in downtown Woodland to the lively nightlife scene in downtown Davis.

Financial Services Related to Estate Planning in Yolo County, CA

Banks and Credit Unions

Residents of Yolo County, CA can benefit greatly from the services offered by a bank. One of the most common ways a bank can help is by providing financial assistance to those who are looking to purchase a home. In Yolo County, where the median home price is significantly higher than the national average, many individuals and families may struggle to afford a down payment or secure a mortgage. A bank can offer various types of home loans and provide guidance on the home buying process, making homeownership more accessible to Yolo County residents. Additionally, banks can help residents with their day-to-day banking needs, such as opening a checking account, setting up automatic bill payments, and accessing online banking services. By providing these essential financial services, banks can help improve the financial well-being of Yolo County residents.

Insurance Broker

Residents of Yolo County, 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 guidance on the best insurance policies for residents' unique needs. For example, Yolo County is known for its agricultural industry, which means that farmers and ranchers may require specialized insurance coverage for their crops and livestock. An insurance broker can help these residents find the right policies to protect their livelihoods. Additionally, Yolo County is home to many small businesses, and an insurance broker can assist these entrepreneurs in finding affordable and comprehensive coverage options to protect their assets and employees. With an insurance broker's expertise, residents of Yolo County can rest assured that they have the right insurance coverage to protect themselves and their families.

Retirement Planning

Residents of Yolo County, CA could benefit greatly from the services of a retirement planner. With a population of over 220,000 people, Yolo County is home to a diverse range of individuals with unique financial needs and goals. A retirement planner can assist these residents in creating a personalized plan for their future, taking into account factors such as their current financial situation, retirement goals, and any specific challenges or opportunities unique to Yolo County. For example, many residents of Yolo County work in agriculture or education, which may require specialized planning to ensure a comfortable retirement. A retirement planner can help navigate these challenges and provide guidance on how to make the most of retirement savings, investments, and other financial resources. Overall, the expertise of a retirement planner can provide peace of mind and financial security for residents of Yolo County as they plan for their future.

Wealth Management

Residents of Yolo County, CA could benefit from the services of a wealth manager in a number of ways. For instance, a wealth manager could help them plan for retirement, manage their investments and assets, and create a comprehensive financial plan. Additionally, Yolo County is known for its agricultural industry, and a wealth manager could assist farmers and ranchers in managing their finances and navigating the unique financial challenges that come with owning and operating a farm or ranch. With a wealth manager's guidance, residents of Yolo County could achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Yolo County, CA can benefit greatly from the services of a financial advisor. With a median household income of $72,000, it's important for residents to make the most of their finances. A financial advisor can help individuals in Yolo County create a budget, plan for retirement, and invest wisely. Additionally, many residents in Yolo County work in agriculture, which can have unique financial considerations such as fluctuating crop prices and seasonal income. A financial advisor can provide guidance on how to navigate these challenges and make informed financial decisions. Overall, a financial advisor can help residents of Yolo County achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Yolo County, CA can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex process of securing a mortgage for their dream home. With the rising cost of living and housing in California, a mortgage loan officer can help residents find the best possible rates and terms for their specific financial situation. In Yolo County, where the median home price is $528,000, a mortgage loan officer can help residents find affordable options that fit within their budget. They can also help residents understand the various loan programs available, including those specifically designed for first-time homebuyers or those with lower credit scores. With the help of a mortgage loan officer, residents of Yolo County can achieve their dream of homeownership and build their future in this thriving community.

Tax Services

Residents of Yolo County, CA can benefit greatly from the guidance of a tax advisor. With the county's diverse economy, which includes agriculture, education, and technology industries, tax laws and regulations can be complex and constantly changing. A knowledgeable tax advisor can help individuals and businesses navigate these complexities and ensure compliance with state and federal tax laws. Additionally, Yolo County is home to many small businesses and startups, which often have unique tax situations. A tax advisor can assist these businesses in making informed decisions regarding deductions, credits, and other tax-related matters, ultimately helping them save money and grow their businesses. Overall, a tax advisor can provide invaluable support to Yolo County residents, helping them make sense of the ever-changing tax landscape and achieve their financial goals.

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