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  • 1040 E WARDLOW RD Long Beach CA 90807

  • ✆ 562-423-2533

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  • 562-423-2533
    1040 E WARDLOW RD Long Beach CA 90807

Planning Your Estate

Some guides related to estate planning, information to help make this process as free of stress as possible.

Financial Guides

Estate Planning: How To Get Started
Post-Mortem Letter: How To Prepare It and What To Include
Retirement Plan Distributions: When To Take Them
Retirement Plan Distributions: How To Take Them
Roth IRAs: How They Work and How To Use Them

Frequently Asked Questions

Living Trusts: Frequently Asked Questions
Wills: Frequently Asked Questions
Your Estate and Taxes: Frequently Asked Questions

Financial Calculators

What Is My Potential Estate Tax Liability?

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    • Estate Planning
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      • IRS Payment Plan
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    MENUMENU
    • Home
    • Firm Profile
    • Services
      • Individual
        • Tax Prep and Consulting
        • Tax Planning
        • Estate Planning
        • International Tax
          • FBAR / FACTA
      • Tax Resolution
        • Back Taxes Filing
        • Back Taxes Owed
        • IRS Liens
        • IRS Levies
        • IRS Wages Garnishment
        • IRS Payment Plan
        • Offer In Compromise
      • Business
        • Tax Preparation
        • Tax Planning
        • Bookkeeping and Accounting
        • Payroll
        • Cash Flow Management
        • New Business Entity Formation
        • Business Valuation
        • Non Profit Organizations
        • Workers Compensation Insurance
        • Group Health Insurance
        • Part-Time CFO Services
        • Succession Planning
        • Financial Statement: Audit, Review and Compilation
        • International Tax
        • Human Resource ON DEMAND
        • TimeClock
      • Insurance
        • Life Insurance
        • Workers Compensation Insurance
        • Group Health Insurance
      • Wealth Management
        • Individuals
        • Business Retirement Plans
        • Education Funding Planning
      • Quickbooks Services
    • Client Resources
      • Client Login Portal
      • Send a File
      • IRS Tax Forms
      • Forms
      • Calculators
        • Cash Flow
      • Internet
      • News Letter
      • View My Paycheck
    • Contact Us