Planned
Planned
Giving
Giving
Professionals
Professionals
Directory
Directory
Circle of Hope
Legacy Society Members
If your legacy plan includes the Placer SPCA, you can join the Circle of Hope Legacy Society!Member Benefits Include:
Gift of appreciation
Recognition in the Placer SPCA newsletter and website
Special invitation to annual CEO Forum
Invitations to donor gatherings
Members of the
Circle of Hope Legacy Society
haveincluded Placer SPCA in their will, trust, or estate, and have notified us of their intentions.
Listed with permission:
Circle of Hope Legacy Society
Realized gifts. Listed with permission:Ruth M. Welch Evelyn Rutkowski Sally Jo Rapstad Edith Messenger Ann Palmer
Anne Hauber Barbara Smookler Bill & Nancie Radakovitz Carole Haskell
Carolyn Dale Hemig Charlene Michelson Colin & Karen Grahl Colleen Watters Dennis & Rose Forbes Diane Vincent
Dr. David & Bonnie Verhaag Faye & Dale Bright
Geri Richardson Jack & Gale Wright Jacqueline Haeling-Groff Jennifer Crisologo Jim & Judi Gray Jo O’Donnell
Kent & Jeannette Liebman Kimberly Silvers & Sheila Cardno
Larry & Patricia Payne LeeAnn & Lonnie Dickson Leilani Fratis Lynn Yelland Marie Smith Marilyn Kennedy Marlene Stoner Marsha Dashiell Mary & Dave Terrell Michael & Lyn Hutch Nancy & Creighton Fong Pamela J. Franklin Patricia M. Anderson Sabrina Horat Sharon Brown Shirley & Ray Norling
The Smith Family Trust Robert G. and Claudia K. Smith
Susan Jacobson Susan Willson
Therese A. Adams, Esq.
Estate Planning Attorney &
Private Fiduciary
Adams & Hayes Law
563 2nd Street, Ste 110 [email protected]
Lincoln, CA 95648 www.adamshayeslaw.com Ph: (916) 434-2550
Education
Juris Doctorate, Lincoln Law School of Sacramento; Bachelor of Science degree in Business Administration, Masters degree in Business Administration from California Coast University, Asso-ciate of Risk Management (ARM) certification from the Insur-ance Institute of America.
Specialty
The attorneys and staff at Adams & Hayes Law are dedicated to assist-ing clients in Estate Plannassist-ing, Succession Plannassist-ing, Trust Administra-tion, Probate, Conservatorships, and Elder Abuse cases. Ms. Adams is a member of the State Bar of California and the Estate Planning Section of the State Bar of California. She is also a member of the Bar Associa-tions in Sacramento, Placer, Yuba, and Sutter counties, in addition to the Tahoe-Truckee Bar Association. Ms. Adams is a California Li-censed Private Fiduciary, License # 284.
To schedule a meeting
Call my office at (916) 434-2550
Lynn A. Dean, Attorney at Law
Estate Planning Attorney
Dean and Watters,
Estate Planning Attorneys 1410 Rocky Ridge Road, Ste. 340Roseville, CA 95661 [email protected] Ph: (916) 786-7515 www.deanwatterslaw.com
Education
McGeorge School of Law; BA, California State University Sacramento
Specialty
Specializing in Estate Planning, Elder Law, Estate Administration and Conservatorship allows us to cover all the needs that arise for our clients with respect to changes in their lives, and planning for a smooth transition to their heirs. We pride ourselves in providing clients with focused attention to meet their personal needs, while protecting their financial interests.
To schedule a meeting
Call (916) 786-7515
Margaret Heiser Fulton
Estate Planning Attorney
Robinson, Lyon & Fulton
One California Street [email protected] Auburn, CA 95603 www.fulton-law.com Ph: 530-823-2010
Education
Master of Laws in Taxation, McGeorge School of Law; Juris Doctorate, Hastings College of the Law; BA, UC Berkeley
Specialty
- Estate Planning - Probate
- Trust Administration - Farm Succession Planning.
Professional Designations: Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization
To schedule a meeting
Call my office at (530) 823-2010
Guy Gibson
Estate Planning Attorney
Gibson & Gibson, A Law Corporation
100 Estates Drive [email protected] Roseville, CA 95678 www.gibsonandgibsonestateplanning.com
Ph: (916) 782-4402
Education
University of Pacific, McGeorge School of Law, Member of Trayner Honor Society; BA, UC Davis
Specialty
-Certified specialist in Probate and Estate Planning and Trust Law by the State Bar Association since 1992. Specialties include: - Probate - Wills - Trusts
- Conservatorships - Durable Powers of Attorney
To schedule a meeting
Contact my office between 8:30 am and 5:00 pm Monday through Friday at (916) 782-4402
Jackie Marie Howard
Estate Planning Attorney
Jackie Marie Howard, Attorney at Law
Education
Juris Doctorate, McGeorge School of Law; BA, California State University Sacramento
210 Estates Drive, Ste. 202 [email protected] Roseville, CA 95678 www.jackiemariehowardlaw.com Ph: (916) 773-7373
Specialty
- Estate Planning - Trusts - Wills - Powers of Attorney - Conservatorships - Probate - Trust Administration - Trust Reviews & Amendments - Advanced Health Care Directives
To schedule a meeting
Contact my office at (916) 773-7373 or e-mail [email protected]
David L. Kelly
Estate Planning Attorney
The Burton Law Firm, Attorney at Law
Education
Juris Doctorate, Stanford Law School; BA, Stanford University 3741 Douglas Blvd. Suite 320 [email protected] Roseville, CA 95661 www.lawburton.com Ph: (916) 570-2740
Specialty
- Charitable Planning - Trusts and Probate Law - Income Tax Issues of Estates - Pet Trusts
- Trust and Estate Litigation - Asset Protection - Estate Planning for Blended Families
- Premarital Planning and Agreements
- Estate and Income Tax Planning for Non-Citizens
To schedule a meeting
Contact my office at (916) 570-2740 or e-mail [email protected]
Preston A. Marx
Estate Planning Attorney
Reynolds Maddux, LLP
500 Auburn Folsom Road, Ste. 210 [email protected] Auburn, CA 95603 www.rmlawllp.com Ph: (530) 885-8500
Education
Juris Doctorate, Louisiana State University;
Specialty
-Estate Planning - Contract Law - Civil Litigation - Probate Employment Law - Estate Administration Mr. Marx is a member of the Placer County Bar Association, and a member of the Board of Directors of the Chamber of Commerce and the Auburn Symphony.
To schedule a meeting
Please call the Office between the hours of 9am and 5pm
Amy Ochi
Estate Planning Attorney
Ochi Law, P.C.
983 Reserve Dr. [email protected] Roseville, CA 95678 www.ochilaw.com Ph: (916) 960-2202
Education
B.A., Macalester College
Juris Doctorate, Wake Forest University
Specialty
-Trust and Estates -Trust Administration -Financial Strategies for Extended Care
Ms. Ochi is a member of WealthCounsel
To schedule a meeting
Please contact me by email or phone
Colleen J. Watters
Estate Planning Attorney
CJ Watters Law,
Bar #: 256027 641 Fulton Ave., Ste. 200
Sacramento, CA 95825 [email protected] Ph: (916) 225-3570 www.cjwatterslaw.com
Education
Lincoln Law School, Sacramento
Specialty
Specializing in Estate Planning, Elder Law, Probate and Trust Administration, attorney Colleen Watters counsels her clients with compassion and makes the estate planning process easy to understand.
Rely on Colleen Watters for estate planning, ensuring that your family and beneficiaries will be able to settle your estate in the simplest, most cost effective manner.
To schedule a meeting
Call (916) 225-3570
The introductory session is complimentary when you mention this directory.
Diane Falzarano , CPA, CFP
Certified Public Accountant
Diane Flazarano CPA
1079 Sunrise Ave., Ste.B 180 [email protected]
Roseville, CA 95661 www.dianefalzaranocpa.com Ph: (916) 786-8707
Education
Masters in Taxation, Golden Gate University;
Bachelor of Science, Accounting, Penn State University
Specialty
Tax return preparation and consulting for individuals, estates and trusts,
LLC’s, and S and C corporations.
To schedule a meeting
Call my office to schedule a complimentary introductory session at (916) 786-8707
Chris Mann, CPA, CFP
Certified Public Accountant
Mann, Urrutia & Nelson CPAs
2901 Douglas Blvd., Ste. 290 [email protected] Roseville, CA 95661 www.muncpas.com Ph: (916) 774-4208
Education
Masters in Taxation, Golden Gate University; Bachelor of Science, Accounting, Fitchburg State College (Fitchburg, MA)
Specialty
Audit & Assurance Industry Specialties– Privately held industries and venture capitalists; Additional assurance and tax industry specialties including: accounting services, compilations and divorce accounting and mediation.
Additional specialties include:
Tax compliance audits and problem resolutions
Tax planning and business advisory services
Tax return preparation
To schedule a meeting
Call my office for a one hour complimentary phone consultation at (916) 774-4208
Karen Peak
Certified Public Accountant
Karen Peak, CPA
3017 Douglas Blvd., Ste. 300 [email protected] Roseville, CA 95661 www.karenpeakcpa.com (916) 788-7278
Education
BS, Accounting, California State University, East Bay
Specialty
- Tax planning & preparation
- Small to mid sized business outsource finance officer - Business financial statements and business support
To schedule a meeting
Call my office at (916) 788-7278
Sheila Cardno, MBA
Wealth Advisor
Spectrum Wealth Management/LPL
CA Insurance #0C42929
5925 Granite Lake Drive, Suite 130 [email protected] Granite Bay, CA 95746 www.spectrumwealthinc.com Ph: (916) 797-2244
Education
MBA, University of California, Berkeley; MEd., University of Oregon
Specialty
- Retirement planning with a income strategies - Portfolio management with tax integration - Estate planning and wealth transfer
- Charitable giving strategies
To schedule a meeting
Contact my office at 916-797-2244
Nic Delyon
Financial Planner
Delyon Wealth Management -
Wells Fargo Advisors FiNet
Ins #: 0H48230
6801 Five Star Blvd. #A [email protected] Rocklin, CA 95677 www.delyonwm.com (916) 624-2000
Education
BS, Finance, University of San Francisco
Specialty
- Investments - Retirement Income Planning - Risk Analysis - Cash Flow Management - Wholistic Financial Planning
To schedule a meeting
Call my office at (916) 624-2000 for a no obligation financial household analysis.
Colin Grahl, CFP®
Private Wealth Advisor
Westlake, Grahl & Glover/Ameriprise
Certified Financial Planner
CA Insurance #0730404
9265 Sierra College Blvd. [email protected] Granite Bay, CA 95746 www.wggadvisorgroup.com Office: 916-677-1640 www.colingrahl.com
Education
BBA, Accounting/Business Management, Northwood University
Specialty
Comprehensive financial planning for families and small business owners. Specialties include:
- Retirement planning - Investment management - Tax and estate planning - Charitable giving strategies - Asset ownership and beneficiary designation
To schedule a meeting
Contact my office between 8:30 am and 5:30 pm to schedule a phone conference or office visit. The introductory session is complimentary.
To schedule a meeting
Call my office at (916) 367-4866
The introductory session is complimentary.
Specialty
Gerald specializes in the use of life insurance products for business succession planning, estate conservation, and income protection. Additionally he offers investment management and retirement planning services to his clients.
Education
Over 21 years in the financial services industry.
1075 Creekside Ridge, Ste. 130 [email protected]
Roseville, CA 95661 www.safeharborpw.com (916) 543-7032
Gerald Harshberger, II
Financial Consultant
Safe Harbor Pension & Wealth
Ins #: 0817114
Fred Laurice, MBA
Financial Planner
CA# 0193026
7789 Palmyra Avenue [email protected] Fair Oaks, CA 95628
Ph: (916) 967-9500
Education
Masters in Business Administration, Stanford University School of Business; AB in Business Administration, San Jose State University
Specialty
- Retirement Planning - Wealth Transfer - Charitable Giving Strategies - Estate Planning
To schedule a meeting
Call my office at (916) 967-9500
Tony Owings, CFP®
Certified Financial Planner
Beacon Wealth Strategies
CA Insurance #0B0879
2200 B Douglas Blvd., Ste 150 [email protected]
Roseville, CA 95661 www.rolloverdog.com
Ph: (916) 580-3025
Education
BS Business Administration, California State University, Chico Certificate in Financial Planning, Minnesota State University, Mankato
Specialty
“I work with individuals, families and business owners,
helping them navigate the complexities of planning for a confident retirement. I look at what a person wants to achieve in their lives and with their savings. I then help
then build and implement a plan to meet their goals.”
To schedule a meeting
Contact my office at (916) 580-3025
The introductory session is complimentary.
Beacon Wealth Strategies is an independent firm. Securities offered through: Raymond James Financial Services, Inc. Member FINRA/SIPC
Monika Reyes, CFS®, CFP®
Financial Planner
Westlake, Grahl & Glover
Ins #: 0E14509
9265 Sierra College Blvd. [email protected] Granite Bay, CA 95746 www.wggadvisorgroup.com 916-677-1640
Education
BS, Business Administration, Sonoma State University FINRA Series 7, Series 63, Series 66
Specialty
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confi-dent you feel about your future. My areas of focus include: - Retirement, Tax and Estate Planning Strategies
- Saving for Education - Investment Management
To schedule a meeting
Call my office at (916) 677-1640 or e-mail me at [email protected]
E. Howard Rudd
Financial Planner
President & CEO
Integral Financial Management
Ins #: 0846488
2390 Professional Drive [email protected] Roseville, CA 95661 www.ehrudd.com (916) 773-9330
Education
BS, Organizational Behavior, University of San Francisco
Professional Designations: RIA 927-0417 ATP A008157
Specialty
Personal financial planning for individuals and small businesses, including:
- Practical estate planning - Charitable giving strategies - Retirement planning - Investment management - Tax planning for high income individuals
To schedule a meeting
Call my office at (916) 773-9330
Mark Schumacher
Financial Planner
Edward Jones Investments
Ins #: 0G27863
805 Twelve Bridges Road #20
Lincoln, CA 95648 www.edwardjones.com (916) 409-9067 [email protected]
Education
BS, Business Administration, University of Arizona
Professional Designations: AAMS College of Financial Planning
Specialty
Personal financial planning for individuals and small businesses.
To schedule a meeting
Call my office at (916) 409-9067
Rod C. Waterbury, JD, CFP
Financial Planner and Partner
Placer Summit Financial Group, LLC.
1410 Rocky Ridge Drive, Ste 150
Roseville, CA 95661 [email protected] Ph: (916) 749-3825 www.placersummit.com
Education
Juris Doctorate, University of Pacific, McGeorge School of Law; BA, University of California Davis
Professional Directory: CFP Insurance #0B83876
Specialty
Implementing financial planning and investment strategies designed to help individuals, families, and small business owners accomplish their unique financial goals.
To schedule a meeting
Call (916) 749-3825 or e-mail [email protected] The introductory session is complimentary.
Planning for Your Pets
Providing for our
Furry Family Members
Planning for Your Pets
The Placer SPCA hosts free workshopsthroughout the year to educate you on such topics as:
Is a separate pet trust necessary?
Who should care for my pets as a trustee, and should that person be compensated?
How much do I need to set aside?
What happens to the trust after my pet’s lifetime?
Visit www.placerspca.org/giving to reserve a spot at
Companion Animal Care Center Pet Adoption & Resource Center
150 Corporation Yard Road 1482 Grass Valley Hwy.
Roseville, CA 95678 Auburn, CA 95603
916.782.7722/530.885.7387 530.823-7722
Placer County’s Companion Animal Welfare Experts – Where Your Donations Stay Local
www.placerspca.org
charitable giving strategies. The directory is comprised of professionals who have regularly attended planned giving workshops and/or forums hosted by the Placer SPCA and are familiar with our organization, mission and services. This directory is in no way intended to be a referral to one specific agency and/or professional.
If you are interested in learning more about the Placer SPCA planned giving program or joining our Circle of Hope Legacy Society, please contact our Development Office at:
(916) 782-7722 ext. 102 (530) 885-7387 ext. 102 [email protected]
