| Fiduciary & Trustee Services |
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| Estate & Trust Settlement Services |
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| Trust Administration & Accountings |
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| Long Term Care Planning |
| We are here to assist you in the difficult decision on how to provide your long term care. Special consideration is given to YOUR personal and financial wishes. |
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| Medi-Cal Planning |
| We are here to assist you in the difficult decision on whether to ask for government assistance with your long term care. This can be an especially tricky process and requires an experienced planner to be involved. |
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| Estate Planning |
| Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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| Medicare Counseling |
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| Estate & Trust Tax Preparation |
| Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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| Bill paying and check writing |
| Keeping up with the monthly bills can be a struggle and making sure that your checkbook balances is a more difficult venture. Allow one of our helpful staff make this task a pleasure to deal with! |
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| Financial Planning |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. |
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| Care Management & Referrals |
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| Asset Protection |
| Asset protection, or wealth preservation plans make the enforcement of judgements against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts. |
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| Pre-Qualified Referral Resources |
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| Cash Flow & Budgeting Analysis |
| A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your financial condition, track cash-flow sources and uses and make useful recommendations. |
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| Investment Review |
| As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return. |
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| Tax Planning & Preparation |
| Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. |
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| Retirement Planning |
| Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. |
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| Household Employee Payroll Services |
| We can set up payroll for your in-home caregivers and prepare their paychecks in conformity with the payroll tax rules. |
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| Business Succession Planning |
| Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. |
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| Tax Representation |
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