Carolyn M. Young Fiduciary Services offers private individual and family wealth management and estate planning from its office in Sacramento, California. Established in and run by a licensed fiduciary professional, Carolyn M. Young Fiduciary Services oversees some $75 million in assets for clients and their famili… Read More
Carolyn M. Young Fiduciary Services offers private individual and family wealth management and estate planning from its office in Sacramento, California. Established in and run by a licensed fiduciary professional, Carolyn M. Young Fiduciary Services oversees some $75 million in assets for clients and their families. Trained in accounting, conservatorship, tax management, and similar areas of study, Ms. Young has served more than 1,000 clients during her 25-plus years in the industry. She is a charter member of the Professional Fiduciary Association of California.
Carolyn M. Young received her start in the fiduciary industry after attending California State University, Sacramento, where she earned a B.A. in Social Science and Sociology. Employed for five years in the Sacramento County Public Administrator-Guardian-Conservator’s office, Ms. Young learned of the importance of offering honest and holistic fiduciary services, and she founded her business in 1986 to fill this community need. Today, she maintains a reputation for treating her clients like members of her own family, working to ensure that they achieve the highest quality of life that their means allow and have enough financial assets to provide for their own and their families’ futures. Carolyn Young also serves as a court-appointed conservator, executor, guardian, estate administrator, and power-of-attorney representative in the Northern California counties of Sacramento, Nevada, San Joaquin, Yolo, El Dorado, and Placer.
In addition to serving seniors and families with large financial holdings, Carolyn M. Young Fiduciary Services possesses a long history of administrating trusts for customers with disabilities. These trusts pose particular difficulty, because they require specialized knowledge of government benefit programs. As the first conservator to offer this type of service in the Sacramento area, Carolyn Young is a regional leader in the administration of special-needs trusts. Read Less