Wealth Transfer Lawyer in Roseville CA

When it comes to estate planning and wealth transfer, hiring the wealth transfer lawyers that Roseville CA residents rely on at the Yee Law Group Inc. can help to put into place a clear plan that ensures a smooth transfer of wealth to your beneficiaries. While many people may put off creating their estate plan, it’s important that you have something in place, especially as you grow older and amass greater wealth. Putting together an estate plan with our Roseville CA wealth transfer lawyers can help you to have control over how your wealth is transferred to beneficiaries when the time comes.

Understanding Wealth Transfer

Wealth transfer is the process of putting certain documents into place with the help of a Roseville CA wealth transfer lawyer. These documents may include:

Estate Planning
Insurance Policies
The Last Will and Testament
Trusts

While you may not realize it, financial planning is key when developing your lasting wishes. The last thing you want is your family to be left to manage the unnecessary hurdles that they stand to face when there is no plan in place to transfer your wealth. Contact Yee Law Group, Roseville CA wealth transfer lawyers that you can trust to prevent your loved ones from paying more taxes than necessary.

Don’t Put Your Family at Risk

Without a clear estate plan in place, your family may be subject to a number of complications that can not only be stressful, but may result in greater issues. Our wealth transfer lawyer representing Roseville CA can help to mitigate the risk of:

Long drawn out probate proceedings
Familial conflict when deciphering what your final wishes would have been
Making the grief process more challenging for your family
Your family paying significant taxes on their inheritance
The state of California stepping in to make decisions over your estate
Not having a plan in place for your minor children or dependants
Loss of wealth when assets transfer to the next generation

Chances are, you don’t want your family to experience this added hardship while they are grieving. Without an estate plan, your family may be susceptible to facing conflict and disagreements with each other. In some cases, this could even result in family severing ties from one another.

Turning to an Experienced Roseville CA Wealth Transfer Lawyer

At Yee Law Group Inc. our wealth transfer lawyer in Roseville CA takes your wealth transfer and estate planning seriously. Although many believe this process to be fairly cumbersome, our lawyers can help to put together an estate plan that you can rely on when making decisions. We will provide you with:

Experience in financial planning for wealth transfer purposes
Knowledge of state and federal estate tax laws
Counsel you to make well informed decisions regarding your estate
Our wealth transfer lawyers from Roseville CA can help you to develop a plan as smoothly and quickly as possible
Assist you in setting up trust agreements that are planful and detailed

Keep your legacy intact long after you are no longer walking this earth by taking the time to properly transfer your wealth to beneficiaries. Contact Yee Law Group Inc. trusted wealth transfer lawyers in Roseville CA today!

Keri conn

Micheal and team were very accommodating with their schedule, staying open late and communicating above and beyond. Micheal made personal calls to confirm that everything was the way we needed it and took the time to answer all of our questions. Having to need a trust created is stressful enough, but the whole staff made the whole experience pain free. Forever grateful to have found Yee Law Group.

Barbara Storm

I hired Yee Law Firm to create a will and trust. I found Mr. Yee a delight to work with and his staff was simply amazing. Knowledgeable, helpful, and on top of everything. I wouldn't hesitate to recommend this firm for any estate related law plans or issues. They are the best.

Phil Peebles

Highly professional,Friendly, concerned, compassionate, thorough, efficient and timely. Will be recommending friends and family!

paulette swain

Michael and his office were all very professional and courteous to my husband and I. We are very satisfied and pleased with our Living Trust that was set up we definitely would recommend them..

Mariahelena Jimenez-Romo

Yee Law Group is super knowledgeable and super efficient. They really know their stuff. I am really glad my friend recommended them to me and I will surely recommend them to anyone.

Barbara Black

The process of creating a Will was smooth and well organized. The attorney, Mike Yee, met me at a convenient and very nice Folsom location. My dealings with the law firm's main Sacramento office was by phone or email where I received excellent customer service. The legal assistants were knowledgeable and highly efficient. Emails were answered promptly and the phone was answered immediately. It was a pleasure not to have to contend with an automated phone system. I chose this law firm strictly by sight---scrolling through Google. The price was standard. The process began with a free consultation and my only criticism was the attorney began writing up the will during the consultation. I didn't have a chance to think about it and prepare. The balance of the procedure was, however, fine. The job was stress free and done to my satisfaction. I am pleased to have found Yee Law Group and would highly recommend their services.

Marge Patzer

The Lee Law Group has been very helpful in preparing my family trust and will. I highly recommend this office.

PMO FloKapture

Excellent service and fast response. We appreciate working with you to form our trust and everything went smooth. Thank you.

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Wealth Transfer Lawyer in Roseville CA

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