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Estate Resource Group

12636 High Bluff Dr. Suite 400
San Diego, CA 92130

Phone:

(858) 209-1474

E-mail:

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Strategies to reduce all forms of taxation for you and your business

Welcome to our website, where we have created a place to help you gain a better understanding of the financial concepts behind Asset Protection, Business Succession, Charitable Planning, Corporate & Personal Tax Reduction, Employee Benefits, Estate Planning, and Family & Corporate Guidance. We work with advisors and clients alike, in our home state of California, as well as, nation-wide. Most importantly, we hope to enhance the value of working with skilled professionals to pursue your financial goals. We hope you take advantage of this resource and visit us often. We frequently update our information, to help you stay abreast of new developments in areas we cover.

How Savers and Spenders Can Meet in the Middle

Offers tips to couples with opposite financial styles for finding balance.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Credit Card Debt

How Long Will It Take to Pay my Balance?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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