If you are a person who needs one location planning, you have found it. Begining with a complete review of your financial and legal matters, we establish a plan that can include the following: reduce taxation, increase income, Revocable Living Trusts, Insurance (ILIT) Trusts, Family Limited Partnerships, Family Limited Liability Companies, Private Charities, Children's Trust, Charitable Remainder (& Lead) Trust, Family Limited Partnerships, Estate and Personal Financial Review, Analysis of Investments, Budgeting, Retirement Planning, Long Term Care Planning, MediCaid Eligibilty in California Planning. Tax opinions are provided through an experienced CPA. (916)489-8900.