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Your family is unique.  Your plan should be too.
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You have worked hard to develop your estate - protect it.

You are never too young and it is never too early to start the estate planning process. It is a lifelong task that examines available options to protect and grow your wealth investments for you and future generations. It includes planning for your retirement, for the possibility of disability and for death. Because the estate planning process requires that you consider a wide range of legal, financial and emotional issues, the advise of an estate planning specialist is critical. We can help.

Because we are sensitive to your concerns, we will help you establish a strategy to protect your assets, minimize estate taxes and ensure your wishes are followed. Our goal is to take the mystery out of estate planning and provide you a unique solution tailored to meet your needs.

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PROVIDING GUIDANCE THROUGH A COMPLEX PROCESS

Estate planning can be a positive experience. If you’re ready to plan for life you can have a feeling of security that your loved ones will be taken care of. A well planned and executed estate plan can offer significant tax and financial benefits and assure the orderly disposition of assets from one generation to the next.


OUR SERVICES INCLUDE:
  • Revocable Living Trusts
  • Federal Estate Taxes
  • Reducing Estate Taxes
  • Avoiding Estate Tax on Life Insurance
  • Using Insurance to Pay Estate Tax
  • Gift Tax Issues
  • Generation-Skipping Transfer Tax
  • Tax-Deferred Accounts & Heirs' Income Tax
  • Advanced Estate Planning Issues
  • Health Care Decisions
  • Planning for Disability or Incapacity

With constant changes in tax regulations, the economy and your personal situation, our customized estate plans can be easily revised and updated to reflect your current needs and goals.

If you are looking for a dedicated Estate Planning Advisor, we have CPAs to help you. Contact us today.
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YOUR ESTATE PLANNING TEAM
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Gary Carruthers, Partner Link to Partner bio
Gary Carruthers, Partner
Glendale, CA
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Jenny Chen, Partner Partner bio
Jenny Chen, Partner
Glendale, CA
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Bill Eckenrod, Partner Partner bio
Bill Eckenrod, Partner
Glendale, CA
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Brandon Galloway, Partner Partner bio
Brandon Galloway, Partner
El Centro, CA
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Doug Kawamura, Partner Partner bio
Doug Kawamura, Partner
Glendale, CA
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Gerard Mekhsian, Partner Partner bio
Gerard Mekhsian, Partner
Glendale, CA
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 Mica Miyamoto, Partner Partner bio
Mica Miyamoto, Partner
Glendale, CA
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Richard Preciado, Partner Partner bio
Richard Preciado, Partner
El Centro, CA
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