Family Limited Partnerships in Financial and Estate Planning: Analyzes the use of entities in financial and estate planning. In 1999, this article was cited as legal authority by a California law book, CEB’s California Limited Liability Companies. Published on December 1994 in the California Business Law Practitioner.
A simple 3-step onboarding process
After submitting your request, we review the information and then follow up via email to submit the necessary tax documents. Then, we'll schedule a time for your initial planning call.
In this meeting, we'll review your situation and determine where and how we can add value. We'll discuss which services may align best with your current & future needs.
After meeting & reviewing your situation, we prepare a multi-page proposal that shows you your potential tax savings & the different strategies we recommend.