Estate Planning Attorneys in Placer County, CA

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Top Placer County, CA Estate Planning Law Firms

BottomLine Lawyers PC | Richard Hall
4 out of 5
Location 1234 High St, Auburn, CA 95603, USA
Phone (530) 888-7100
Law Office of Ron F Suggs
5 out of 5
Location 6520 Lonetree Blvd #100, Rocklin, CA 95765, USA
Phone (916) 903-3717
Filippi Law Firm P.C.
5 out of 5
Location 5701 Lonetree Blvd Suite 121, Rocklin, CA 95765, USA
Phone (916) 333-7910
The Andrews Law Firm
5 out of 5
Location 10800 Donner Pass Rd #104, Truckee, CA 96161, USA
Phone (530) 550-8736
Maxey | Kaminski, A Law Corporation
5 out of 5
Location 13 Sierra Gate Plaza B, Roseville, CA 95678, USA
Phone (916) 786-7272
Gary, Till, Burlingham & Lynch
5 out of 5
Location 1380 Lead Hill Blvd Suite 200, Roseville, CA 95661, USA
Phone (916) 304-5691
The Sterling Law Group A P.C.
4 out of 5
Location 300 Harding Blvd #205, Roseville, CA 95678, USA
Phone (916) 790-0852
The Swenson Law Firm
5 out of 5
Location 8788 Greenback Ln #105, Orangevale, CA 95662, USA
Phone (916) 333-0833
Clark Allison LLP
5 out of 5
Location 4944 Windplay Dr Ste 117, El Dorado Hills, CA 95762, USA
Phone (916) 983-9410
Herrig & Vogt, LLP Attorneys
5 out of 5
Location 4210 Douglas Blvd #100, Granite Bay, CA 95746, USA
Phone (916) 960-1000
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
Estate Planning Lawyers in Placer County, CA

Where Estate Planners in Placer County, CA Serve

Placer County, California is a county located in the Sacramento Valley region of the U.S. state of California. The population was 348,432 at the 2010 census, up from 292,479 at the 2000 census. Its county seat is Auburn. Placer County is included in the Sacramento–Arden-Arcade–Roseville Metropolitan Statistical Area. The landmarks in Placer County are Roseville Theatre, Lincoln Theatre, and Maidu Museum. The top employers are Kaiser Permanente, California State University, Roseville Campus, and Sutter Health. The major highways are Interstate 80 and State Route 65. The neighborhoods are Granite Bay, Rocklin, Loomis, Newcastle, and Penryn.

Financial Services Related to Estate Planning in Placer County, CA

Banks and Credit Unions

Banks in Placer County, CA provide a variety of financial services to residents. These services include checking and savings accounts, home and car loans, mortgages, and credit cards. In addition, banks offer a variety of investment products including mutual funds, stocks, and bonds.

Insurance Broker

Residents of Placer County, CA have a variety of insurance broker services to choose from. Each service offers different types of plans and coverages to best suit the needs of their clients. It is important for residents to research each company and find the one that fits their specific needs. Some brokers specialize in health, life, or automobile insurance, while others offer a variety of plans that include all three types of coverage.

Retirement Planning

Placer County, CA residents have a number of retirement planning options available to them.One option is to save money in a 401k or IRA account. Another option is to purchase an annuity. Annuities can provide a guaranteed income stream for the rest of your life, regardless of how long you live. This can be especially helpful if you don't think Social Security will be enough to cover your expenses in retirement.

Wealth Management

Residents of Placer County, CA can benefit from wealth management services in a number of ways. By working with a wealth manager, residents can develop a realistic plan for building and preserving their wealth. A wealth manager can also help residents make smart investment choices and avoid common financial mistakes. In addition, a wealth manager can provide guidance on estate planning and tax strategies.

Financial Advisor

Placer County, CA residents have a number of financial advisor services to choose from. Some advisors focus on helping clients save for retirement, while others offer more comprehensive services that can include investment advice, estate planning, and tax preparation. Residents should carefully research the different options available to them before choosing an advisor. The right advisor can help Placer County residents make the most of their money and plan for a secure future.

Mortgage Loan Officer

Mortgage loan officers provide a wide range of services to Placer County, CA residents. These services include helping people find the best mortgage products for their needs, assisting with the application process, and helping people understand the terms of their mortgages. They also offer advice on home buying and refinancing, and can help people who are struggling to make their mortgage payments. In addition, mortgage loan officers often have access to special programs and discounts that are not available to the general public.

Tax Services

Placer County, CA residents can benefit from the tax services accountants provide. Services offered by accountants usually include preparing and filing tax returns, providing bookkeeping and accounting services, and representing taxpayers before the IRS. While each accountant may offer different services, these are some of the most common ones offered.


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