Estate Planning Attorneys in Folsom, CA

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List of Firms

Top Folsom, CA Estate Planning Law Firms

Mayer & Young, PC
5 out of 5
Location 400 Plaza Dr Suite 145, Folsom, CA 95630, USA
Phone (916) 631-1996
Directions
Logan Robert M
5 out of 5
Location 404 Natoma St, Folsom, CA 95630, USA
Phone (916) 351-0197
Directions
Folsom Lake Law
4 out of 5
Location 404 Natoma St, Folsom, CA 95630, USA
Phone (916) 351-0197
Directions
Law Office of Kevin Duewel
5 out of 5
Location 1024 Iron Point Rd Suite 100, Folsom, CA 95630, USA
Phone (916) 542-9552
Directions
Yee Law Group, Inc.
5 out of 5
Location 1024 Iron Point Rd #1008, Folsom, CA 95630, USA
Phone (916) 927-9001
Directions
Klosek Law Offices
SEC File# 801-68902
CRD# 146616
5 out of 5
Location 1024 Iron Point Rd, Folsom, CA 95630, USA
Phone (916) 290-7560
Time Monday: Closed Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Law Offices of John A. Batelaan - Estate Planning-Business Formation
SEC File# 801-111055
CRD# 158043
1 out of 5
Location 740 Oak Ave Pkwy, Folsom, CA 95630, USA
Directions
Clark Allison LLP
5 out of 5
Location 4944 Windplay Dr Ste 117, El Dorado Hills, CA 95762, USA
Phone (916) 983-9410
Directions
Hoffman & Hoffman
4 out of 5
Location 2600 E Bidwell St #240, Folsom, CA 95630, USA
Phone (916) 985-2753
Directions
Sapphire Law Group
5 out of 5
Location 111 Woodmere Rd Ste 240, Folsom, CA 95630, USA
Phone (916) 546-5023
Directions
Law Office of Jeremy D. Price
5 out of 5
Location 81 Blue Ravine Rd Ste 230, Folsom, CA 95630, USA
Phone (916) 218-6120
Directions
Onyx Law Office, APC
5 out of 5
Location 740 Oak Ave Pkwy Suite 100, Folsom, CA 95630, USA
Phone (916) 932-2362
Directions
Perry W. Knight: Estate Planning, Probate & Conservatorship Attorney
5 out of 5
Location 81 Blue Ravine Rd Ste 230, Folsom, CA 95630, USA
Phone (916) 548-5274
Directions
Cinder Law
5 out of 5
Location 750 Oak Ave Pkwy #160, Folsom, CA 95630, USA
Phone (916) 235-8689
Directions
Law Offices of Daniel A. Hunt | Estate Planning | Trusts | Estate Litigation
5 out of 5
Location 2200 E Bidwell St Suite 200, Folsom, CA 95630, USA
Phone (916) 488-9788
Directions
Traditions Law, PC
SEC File# 801-108216
CRD# 166173
3 out of 5
Location 101 Parkshore Dr, Folsom, CA 95630, USA
Phone (916) 599-7297
Directions
Law Office of Carol A Fauerbach
5 out of 5
Location 1380 Prairie City Rd, Folsom, CA 95630, USA
Phone (916) 302-0285
Directions
The Chubb Law Firm
5 out of 5
Location 1833 Iron Point Rd Suite 120, Folsom, CA 95630, USA
Phone (916) 241-9661
Directions
Donald P. Madsen, Attorney At Law
5 out of 5
Location 81 Blue Ravine Rd Ste 230, Folsom, CA 95630, USA
Phone (916) 923-9347
Directions
Estate Planning Lawyers in Folsom, CA

Where Estate Planners in Folsom, CA Serve

Folsom, CA is a vibrant city located in Sacramento County, Northern California. It is home to several iconic landmarks such as the Folsom State Prison, the Folsom Lake State Recreation Area, and the Folsom Powerhouse State Historic Park. The city has a diverse economy with top employers including Intel, Verizon, and Mercy Hospital. Folsom is conveniently located near major highways like the Interstate 80 and U.S. Route 50, making it easy for commuters to travel to and from the city. Its streets are lined with charming neighborhoods such as the Broadstone, Empire Ranch, and Natoma Station, each with its unique character and charm. Folsom is a city that offers its residents an exciting mix of urban amenities and natural beauty, making it an ideal place to live, work, and play.

Financial Services Related to Estate Planning in Folsom, CA

Banks and Credit Unions

Residents of Folsom, CA can benefit from a bank in many ways. One of the most common ways is through the availability of loans for home purchases or renovations. Folsom is a growing city with a strong housing market, and many residents may need financial assistance to purchase their dream home or make necessary upgrades. Additionally, banks can offer savings accounts and investment options to help residents plan for their future and achieve their financial goals. With the many outdoor recreational opportunities available in Folsom, such as hiking and biking trails, a bank can also provide services like mobile banking to make it easier for residents to manage their finances on-the-go. Overall, a bank can be a valuable resource for the residents of Folsom, helping them achieve financial stability and security.

Insurance Broker

Residents of Folsom, CA can benefit from the services of an insurance broker in many ways. For starters, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options for their unique needs. This is especially important in Folsom, which is known for its high cost of living and expensive real estate market. An insurance broker can help residents protect their homes, cars, and other assets with comprehensive insurance policies that won't break the bank. Additionally, an insurance broker can provide valuable advice and guidance on how to file claims and handle insurance-related issues, which can be especially helpful in times of crisis. Overall, an insurance broker can be a valuable resource for residents of Folsom, helping them to protect their financial well-being and achieve peace of mind.

Retirement Planning

Residents of Folsom, CA could benefit greatly from the guidance of a retirement planner. With a population of over 80,000 people, Folsom is a growing community that is home to many retirees. A retirement planner can help these individuals navigate the complexities of retirement, including planning for healthcare costs and creating a sustainable income stream. Additionally, Folsom is known for its high cost of living, which can make it difficult for retirees to make their money last. A retirement planner can help residents of Folsom create a personalized financial plan that takes into account their unique needs and goals, ensuring that they can enjoy a comfortable retirement without worrying about running out of money.

Wealth Management

Residents of Folsom, CA would greatly benefit from the services of a wealth manager to help them navigate the complex world of financial planning. With a booming economy and a high cost of living, many Folsom residents are looking for ways to maximize their wealth and secure their financial futures. A wealth manager can provide guidance on investment strategies, retirement planning, tax optimization, and risk management. Additionally, Folsom has a large population of tech industry professionals who may have unique financial needs, such as stock options and equity compensation. A knowledgeable wealth manager can help these individuals make the most of their financial opportunities and plan for long-term success. Overall, a wealth manager can be an invaluable resource for Folsom residents looking to achieve their financial goals and build a more secure future.

Financial Advisor

Residents of Folsom, CA could benefit from the services of a financial advisor in a number of ways. For example, a financial advisor could help them create a budget that accounts for the high cost of living in the area, which is known for its expensive real estate market. Additionally, a financial advisor could help Folsom residents plan for retirement and make investment decisions that take into account the unique economic factors of the region. With the help of a financial advisor, residents of Folsom could feel more confident in their financial decisions and better equipped to navigate the challenges of living in a high-cost area.

Mortgage Loan Officer

Residents of Folsom, CA can benefit greatly from the services of a mortgage loan officer. With the high cost of living in California, many residents in Folsom struggle to afford a home. A mortgage loan officer can help residents secure a loan that fits their budget and financial situation. Additionally, Folsom is known for its high-tech industry, which means many residents work in tech-related jobs that come with unique financial situations. A mortgage loan officer can help these residents navigate the complexities of their finances and find the best mortgage options for their specific needs. With the help of a mortgage loan officer, residents of Folsom can achieve their dream of owning a home and build a stable future for themselves and their families.

Tax Services

Residents of Folsom, CA can benefit greatly from the expertise of a tax advisor. One of the most common ways they can be helped is by ensuring they are taking advantage of all available tax credits and deductions, especially those specific to California. For example, Folsom residents may be eligible for the California Earned Income Tax Credit, which can provide a significant refund for low-income earners. A tax advisor can also help residents navigate the complex tax laws and regulations, ensuring they are in compliance and avoiding costly penalties. Additionally, a tax advisor can provide guidance on retirement planning, investment strategies, and estate planning, helping Folsom residents achieve their financial goals and secure their future. Overall, a tax advisor can be a valuable resource for Folsom residents looking to maximize their tax savings and plan for a successful financial future.

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