Sophisticated Estate Planning with a Personal touch in Pasadena, California

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This fall's newsletter headlines: “No-Kids” Estate Planning Techniques New Year’s Resolution #1... Long Term Care Planning Law Firm Introduces Tax Preparation Services...

This month's newsletter headlines: New Law Creates Exciting Planning Opportunities Charitable Contribution of IRA During Lifetime...

This month's newsletter headlines: Policy Reviews of Trust Owned Life Insurance...

This fall's newsletter headlines: Have you forgotten to finish your estate plan? Now we know: there’s no substitute for self reliance in a disaster...

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...