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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.

Navigating Financial Conversations with Aging Parents

Encourages proactive dialogue to ensure financial well-being of aging parents.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Why Renters Should Have Their Own Insurance

Explains that landlord policies don't cover tenants' personal property.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Savings Accumulation

Estimate the future value of your current savings.

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