Estate Planning

 

RTJ Financial Management uses creative financial tools to reduce or eliminate estate taxes.

  • We screen, hire and monitor attorneys to implement Wills, Trusts, Health Care Directives and Durable Powers of Attorney, and other estate planning techniques.

  • We regularly review insurance policies and investment accounts to ensure that all beneficiary information is current and reflects our clients’ wishes.

  • We structure clients’ assets to minimize estate-tax exposure.

  • We help clients leave lasting legacies through philanthropic endeavors they believe in.

Our Location

RTJ Financial Management, Inc.

201 Wilshire Blvd.,

3rd Floor,

Santa Monica, CA 90401

Phone. 310-587-3370

Fax. 310-943-1585

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