Sophisticated Estate Planning with a Personal touch in Pasadena, California

All intangible assets: Bank accounts Annuities Stocks Bonds Mutual funds Limited partnership interests Small business ownership interest Life insurance face amounts (payout to beneficiaries) Retirement plan proceeds (what you have now and what’s left when you die)...

The question of who will take over the reins, when the entrepreneurs and business owners of the 1970's and 80's reach retirement age, will be a major concern at every level of American business as we move into the 21st...