14724 E. Whittier Boulevard
Whittier, CA 90605

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James Taheran

(562) 696-3340

 

Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

 
 
 
Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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