Financial and Insurance Solutions strives to build trust and long term relationships with our Insurance Long Term Care Section 125 Plans 401k plan Key Person Insurance Executive Benefits VoluntaryKey Person Insurance Buy/Sell Agreements & Funding Split Dollar Estate Creation Business Loan Protection Estate Planning

. Specialties Estate Planning; Revocable Living Trusts and all types of Irrevocable Trusts (Dynasty Trusts, Grantor Retained Trusts-GRATS/ Charitable Remainder/Lead Trusts-CRATS/CRUTS; IRA/Inheritance Trusts; Probate; Trust Administration; Trust Litigation; Business Succession Planning; Corporate Litigation, including

and assistance to individuals, trusts, estates, and corporations, ranging from pension and profit sharing plans to other business entities flow for retirement, growth of their businesses, or trust funds. The team of professionals includes certified investment management

assets and account disclosure, trust fund recovery, sales tax problems, payroll tax problems, tax planning, transaction structuring and tax compliance, litigation, breach of contract, business structuring and estate planning, business immigration, health care workers visa, investors and

California. He specializes in estate planning, estate tax planning, protecting inheritance, family trusts, Medi-Cal, and IRA tax planning. He provides professional advice

majority of mutual funds, especially in bear markets. Estate Planning includes setting up living trusts and minimizing estate taxes. We also help companies review and upgrade their benefit packages. Retirement Planning helps

, custody, and support), estate and trust administration (probate, will contest, and inheritance issues), guardianship, real estate (neighbor disputes, adverseand enforcement), construction (liens, defects, and contract disputes), estate planning (wills, trusts, and directives), and personal injury (auto, motorcycle

superior representation. His areas of expertise include real estate, estate planning and trusts, probate law, business law, and litigation. Licensed Association, and is a trustee of two scholarship funds. Furthermore, he was the chairman of the Board

the estate planning process. She also provides assistance with probate, trust administration, estate and gift tax returns. Preparing an estate plan shouldAdvance directives & powers of attorney, Probate & trust administration, Federal estate & gift tax returns, Oregon inheritance tax returns, Wealth transfer & gifting

will guide you through each step of the estate planning process. This means that we will assist youand declarations of guardianship and other matters of inheritance. In such difficult times, you need a any aspect of probate law, including living wills, trusts, declaration of guardianship, powers of attorney, medical

Firm Representing Clients in matters involving: Estate Planning, Real Estate Litigation, Probate Administration. Trust Administration, Construction Litigation, Business Law. Commercial. Whether your legal needs are focused on: Inheritance, estate planning, and probate, real estate or business litigation. Our team of

Group; Northwestern Mutual Investment Services, Mason Street Funds; Estate Strategies, Network Planning Advisors; Northwestern Mutual Wealth Management Company Education funding, asset and income protection; Employee and executive benefits, financial planning; Business and estate analysis, investments and trust

Tejal Mehta include: Estate Planning (Wills; Trusts; Power of Attorney; Guardianship). Estate Administration (Probate; Deed Transfers; Pennsylvania Inheritance Taxes) Immigration (Citizenship representation in the areas of immigration law and estate planning. Call today to schedule an initial consultation so

Group, Northwestern Mutual Investment Services; Mason Street Funds, Estate Strategies, Network Planning Advisors; Northwestern Mutual Wealth Management Company Education funding, asset and income protection, employee and executive benefits; Financial planning, business and estate analysis, investments and trust

& Taxation (3) Real Estate Taxation (4) Inheritances/Trusts (5) IRS/Government negotiations such as audits, payment plans & settlements. If you

of the various facets of their personal estates. Our services include: Estate Planning, Trust Administration, Probate Administration, Document Drafting (Last of Attorney, Living Will, etc.), Trust Funding, Asset Management, Retirement Planning, Insurance Planning, and Charitable Planning. We also work closely with

advising, credit repair and rebuilding, financial planning, investment advice, retirement planning, education funding, and estate planning. We take a comprehensive approach our clients' goals and objectives, so they can trust that our recommendations are in their best interests

comprehensive financial services, such as estate planning, trust and asset protection, life insurance, financial planning, investment portfolio management, wealth management strategies, alternative investments, private equity, hedge funds, stocks, bonds, and mutual funds. He is committed to helping clients

to best manage IRA's during inheritance or passing them on through estate planning. Furthermore, for business owners, we all medical expenses fully tax-deductible. You can trust our team to provide you with the best

of trust and confidence. Our advisors can help you with investment strategies, retirement planning, college funding, estate and tax planning and more. We offer a wide selection of products and services such as mutual funds