Special Needs Planning

For disabled family members that will ensure that any government benefits are never endangered by gifting of funds to provide for their needs that government benefits can’t cover.

Estate planning

To ensure that the ravages of the probate process don’t decimate the value of an estate passing to the next generation.

Capital Gains Tax planning

Special strategies to defer gains made in the sale of highly appreciated assets, such as real estate holdings that need to be liquidated without losing ⅓ of your gains. This can allow the saved taxes to be reinvested and further compounded, thereby getting out of “The 1031 Exchange” trap.

Corporate Benefit Planning

Using maximum capability to save for the owners’ and officers’ retirement and maximize the tax benefits of owning a business.

Long-Term Care and Medi-Cal services planning

For those who have not prepared to bear the burden of a long-term care event, it is this very kind of life event that can draw down any existing retirement resources to practically nil within a short time. Learn about strategies to protect your retirement assets from the high-cost of Long-Term Care needs, and/or you may qualify for public assistance without the need to impoverish your estate.

Business Succession Planning

More often than than you would believe, business owners are the last one’s to save for their retirement. They’re the last to get paid and if there are profits to be taken, often they are simply reinvested back into the business. In many such cases the only real hope for retirement may be in the value of business they have built. Yet, without proper.

Business Succession Planning

The sale of a business has the potential to become an almost catastrophic tax event as well.