Fiduciary, Independent Trustees and Certified Care Managers
Greater Southern California
Lee Ann helps any elder who needs an advocate for either financial or care challenges. Families and beneficiaries who are in disagreement over trust administration. Beneficiaries with special needs, including mental health disorders.
Southern California and in some instances, worldwide
We serve by assisting clients manage their household and business affairs when they either cannot, due to medical or other circumstances, or they wish to no longer be burdened so they may travel or not feel the daily stresses of expense and mail management.
Tammy helps clients of Trust and Estate Attorneys in need of customized accounts. She accommodates the following types of accounts: Probate, Guardianships, Conservatorships, Special Needs Trust, and many more.
Seal Beach, Lakewood, Bellflower, Compton, Cerritos, Huntington Beach, Torrance, Carson, San Pedro, Cypress, Manhattan Beach, Downey, Whittier, San Diego, Eureka.
Lee helps people who are looking to stay in their home without worrying about having to pay a mortgage payment and possibly pay off other obligations to make their lives earlier. His specialties include: Reverse Mortgages, Conventional Mortgages, VA and FHA Mortgages
Scott helps clients with trusts and partnerships who are looking for a consultant to work with regularly through the year. His area of expertise is Income Taxation Estate and Gift Planning and Taxation Multigenerational Business Groups
Leslie helps those getting ready to retire in the next 5-10 years and senior citizens who need financial guidance and/or assistance. As a Certified Financial Planner she helps with retirement planning, budgeting and estate planning.