"While we can often reduce the cost of paying estate taxes by 90 percent or more, our greatest satisfaction is ensuring the client's values and vision are successfully passed on to subsequent generations," Tanner observes.
We will integrate with an existing team of advisors and supplement the team with experts, as required. Together, our professional partner network includes specialists in the areas of: advance case design, business and life planning, tax and estate planning, wealth protection, insurance, accounting services, legal services, wealth management, corporate and executive benefits and planning, and charitable planning services.
Patricia received her Bachelor's degree from Brigham Young University, Provo, Utah and her Master's degree from San Jose State College, San Jose, California. After graduate school, she began her career in insurance and financial planning in San Jose, California.
Retirement Planning
Living Trusts
Upon returning to the states, Patricia located her practice again in the San Francisco Bay Area; initially she developed a network of associated attorneys and CPAs who jointly offered "Beyond the Living Trust" seminars and workshops. Eventually her practice evolved into a referral from advisor (CPA and attorneys) practice only.