Pacific Southwest FinancialThe Advanced Planning Group

The Advanced Planning Team comprised of two estate planning attorneys and a tax specialist are focused on enhancing the advisors planning when working with high net-worth individuals to properly integrate life insurance and other product offerings into an overall estate, business or financial plan design.  We have the capacity to develop and customize solutions on a case-by-case basis.

The Team can assist in some of the following areas through your PSF contact:

  • Legal and Tax Questions
  • Trust Reviews and Other documents
  • Business Transition Planning
  • Overall design consultation and where insurance can play a role
  • Estate Tax Analysis
  • Charitable and other advanced planning techniques
  • Ownership or Business Sale Transitions
  • Business Valuations
  • Collaboration with the client’s other trusted legal and tax advisors