Comprehensive Estate Planning Services in Sacramento, CA

Estate planning is more than just preparing for the future—it’s about protecting what you’ve worked a lifetime to build and ensuring that your legacy lives on according to your wishes. At Towerpoint Wealth, we provide high-net-worth individuals, families, and business owners in Sacramento with tailored estate planning solutions that align with your financial goals and values. Whether you’re navigating the complexities of wealth transfer, managing appreciated real estate, or preparing for business succession, our fiduciary-first approach ensures your plan is built to serve your best interests—today and for generations to come.​

Why Estate Planning Matters for Sacramento Families and Business Owners

In Sacramento and surrounding areas, estate planning has become a critical part of long-term financial health. As home values rise and wealth accumulates through business ownership or professional success, more families are exposed to potential estate taxes, probate delays, and legal disputes. Without a comprehensive plan in place, transferring assets to the next generation can become both costly and emotionally taxing.​

We help Sacramento clients plan ahead with clarity, compassion, and tax efficiency—ensuring your assets are preserved, your wishes are honored, and your loved ones are protected.​

Tailored Estate Planning Strategies for Sacramento Clients

Revocable and Irrevocable Trusts

Trusts are the cornerstone of most estate plans. A revocable living trust offers flexibility, privacy, and the ability to avoid probate, while irrevocable trusts can help reduce estate taxes and shield assets from certain liabilities. For clients in Sacramento with significant real estate holdings or investment portfolios, these tools are essential for efficient wealth transfer.​

Wills and Advance Health Directives

A will defines how your assets are distributed, but a comprehensive estate plan also includes advance health care directives and durable powers of attorney. These documents ensure your medical and financial decisions are carried out according to your values if you’re ever unable to make them yourself.​

Business Succession Planning

Many Sacramento business owners have spent decades building their company—yet few have a clear strategy for stepping away. We help create succession plans that preserve your legacy, protect your employees, and support a smooth transition to family members, partners, or third-party buyers.​

Charitable Giving and Legacy Planning

Philanthropy is a powerful way to give back to the community and reduce your taxable estate. We work with clients across the Sacramento region to incorporate charitable remainder trusts, donor-advised funds, and other giving strategies into their estate plans, aligning financial goals with personal values.​

What Sets Our Sacramento Estate Planning Services Apart

Fiduciary-First Approach

As a fiduciary, we are legally and ethically bound to put your interests first. That’s a promise not all firms can make. Unlike transactional or document-only providers, we offer deeply personalized estate planning that reflects your unique circumstances and long-term goals.​

Integrated Wealth Management

Your estate plan should work in harmony with your overall financial strategy. At Towerpoint Wealth, our estate planning services are fully integrated with investment management, retirement planning, and tax strategy—providing seamless coordination that simplifies your financial life.​

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Ongoing Plan Reviews

Life changes—and so should your estate plan. Whether you’re navigating retirement, divorce, the sale of a business, or the birth of a grandchild, we proactively review and update your plan to keep it current. Our Sacramento clients appreciate knowing that their plan evolves as their life does.​

Transparent, Personal Guidance

Our process is built around clear communication and enduring relationships. We take the time to educate, listen, and guide—so you can make informed decisions with confidence.​

Here’s what some of our local clients have to say:​

“I’m thoroughly impressed with the personal time and attention I have received with Towerpoint Wealth—and bottom line, the positive results. I feel fully confident my goals and needs are heard and are taken into account with every step.”
— Katie Eager ​

“Very impressive. This company fit my investment style and temperament. As a small fish in the ocean, they made me feel like a large fish.”
— Jim B.​

Serving Sacramento and Surrounding Communities

From the heart of Sacramento to nearby communities like Roseville, Folsom, and Elk Grove, Towerpoint Wealth proudly serves clients throughout the region. Whether you’re seeking help with family legacy planning, transitioning a business, or preparing for retirement, our team is here with experienced, local support you can count on.​

Estate Planning Case Study: Real Sacramento Impact

A Sacramento-based couple, both retired professionals, approached us with concerns about rising estate taxes, unclear asset distribution, and uncertainty around long-term care. Through a comprehensive planning process, we:​

• Established a revocable living trust to avoid probate

• Integrated charitable giving into their plan through a donor-advised fund

• Created healthcare directives and durable powers of attorney

• Coordinated with their CPA to reduce future tax exposure​

The result? A clear, structured plan that gives them—and their children—peace of mind.​

Start Planning with Confidence—Your Sacramento Estate Planning Experts

Whether you’re protecting your family, preparing your business for the future, or simply seeking clarity in a complex financial landscape, Towerpoint Wealth is your trusted estate planning partner in Sacramento. Let’s talk about your goals, your concerns, and the legacy you want to build.​

Schedule a confidential estate planning consultation with our Sacramento team today.
Meet with us in person or virtually—whatever works best for you.