Top Estate Planning Lawyer Folsom, CA

Managing your Wealth with A Top Estate Planning Lawyer Folsom, CA Families Trust

Top Estate Planning Lawyer Folsom, CAManaging your life’s work and wealth can be a very complicated task if you are not a financial expert or your do not have the help of a top estate planning lawyer in Folsom, CA. You want to have the best information available if you are navigating a complicated set of laws and you want to make sure assets are being protected and preserved. At Yee Law Group, PC, we want to understand a client’s unique situation, family needs, financial goals and help manage those strategies. We can help coming up with long term or short term plans to make sure you have a clear understanding of the process and then help you execute. Our attorneys can help you with building a trust, a will or help you manage the probate process.

An experienced, top estate planning lawyer serving Folsom, CA can construct a portfolio that will contain your strategies that reflect your goals. We then counsel our client and educate them regarding their financial assets, what they own and what are the potential loss or increases that it can gain. We want to make sure that you can add value to your portfolio and have a risk-reward profile. We also offer ways to protect your portfolio while also allowing some flexibility to protect your assets. Our team at Yee Law Group, PC consist of attorneys and financial advisors that have many years of experience. Our goals is to make sure that your assets are being preserved, managed and meeting your financial goals. We can help you with:

Trusts, will, estate planning probate

Making sure your life’s legacy stays within your family is one of the most important things you’ll ever do to protect your wealth. Yee Law Group, PC believe in the value of family and ensuring that they are taken care for even when you are not here. We have Folsom, CA’s top estate planning lawyer who can help you determine your trust and who the administrator will be, they can help you draft a will and make sure that your financial assets are being properly managed after you are gone. We will also help set up an estate plan so your property is also well protected. We are also committed to help clients families during the probate process so they understand how to manage the wealth and deal with insurance policies and stocks and bonds you may have. This also catering to your individual situation and family makeup.

Portfolio Management

Yee Law Group, PC can counsel you on how to manage any stocks bonds or asset allocation. Based on a time framed strategic plan, our portfolio manager can help you develop a plan of investment. This plan will of course take into consideration your personal goals, risk tolerance and time table. Our experts utilize and in-house risk assessment that will determine where the smartest investment can be.

Financial Planning

We work with clients to manage their balance sheets and cash flow, we work to manage all of your investments and properties. We then outline a financial plan that suits your needs. We collaborate with analysts and accountants to counsel you through the process. We want to make sure that you can increase your wealth in a sustainable manner. Our lawyers at Yee Law Group, PC want to see you and your family excell financially and make sure that you are being smart about protecting your wealth and have a safety net.  We can also advise you on certain financial products such as life insurance.

Our biggest goal at Yee Law Group, PC is to ensure you and your family have the top estate planning lawyer Folsom, CA residents trust, as well as the tools to excel. Call us for a free consultation at 916-919-8839.