Links & Tools

TRUSTED ADVISOR NETWORK

  • Wayne Neale, MBA, Truscott Benefits Insurance Services, Cell: (949) 292-6226, Office: (949) 215-0196
  • Estate and Business Succession Planning: Jim Leese, Ferruzzo & Ferruzzo LLP, Newport Beach, CA
  • Estate Planning: Brian Chew, The Law Offices of Brian Chew, Irvine, CA
  • Estate Planning: Andrea Gee, Ashworth & Ashworth LLP, Santa Ana, CA
  • Trust Litigation, Estates, Probate: Michael D. Rudy, MacDonald Rudy Byrns O’Neill Yamauchi LLP, Honolulu, HI (808) 523-3080
  • Professional Investment Manager (“non-traditional investing”): Doug McKay, RIA

OTHER IMPORTANT PLANNING RESOURCES

FINANCIAL TOOLS & CALCULATORS

RECOMMENDED BUSINESSES