Phone : (916) 446-5555   |


Fiduciary & Estate Planning Services

  • Wills & Trusts
  • Estate Planning
  • Tax Planning

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Financial Planning Services

  • Bill Paying
  • Budgeting
  • Personal Finances

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Client Testimonials for CMY Services

Thank you – We just wanted to know your kindness has been the salve for our wounds.
-Dave and Sue

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Personal Client Services

Thank you for all of the years of taking care of the needs of my mother. Your facility placement and oversight of her care helped ensure the best treatment and lifestyle.
-Richard and Carole

Carolyn M. Young Fiduciary Services offers clients a range of personal services to complement our estate planning and fiduciary services. From time to time, we assist clients with personal financial management ranging from bill paying to budgeting decisions.

Mindful of the fact that estate planning involves making arrangements for lifetime decisions as well as post mortem planning, our staff works with clients as they age to arrange appropriate services and safeguards.

Carolyn M. Young is prepared to work with children as well as elderly parents, as the need for planning and oversight evolves. Our staff also works with accountants, lawyers and estate administrators during the estate administration process, assess tax issues and financial concerns, and can help families arrange for sale or other disposition of tangible property, real estate and other assets.

As with all our client services, we can tailor the services provided to meet the clients’ needs and budget.

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Family Office Services

For the family of substantial means, a family office provides an effective way to coordinate the stewardship of family assets and to organize philanthropic and personal interests. The family office allows pursuit of strategies that take into account the needs of individuals, as well as the family group as a whole.

Carolyn M. Young and her staff work with families to assess the many factors involved in making the very personal decision to open a family office, including size of the asset base, family size, geographical distribution of family members and family dynamics.

Carolyn M. Young Fiduciary Services offers a full range of legal, financial, investment management, estate planning, trust and tax planning services.

The family office often plays a critical role in defining and preserving a sense of family and of common values by various means, including family philanthropy, education and family meetings. The range of family office services provided depends upon the wishes and needs of our clients.

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