Wealth Transfer
Investment, taxes, insurance, estate planning...the list of financial concerns and considerations facing you
today is seemingly endless. And there are no easy answers.

Our partner Cambridge Financial Partners, Inc., and Fairmate Inc., We are in the business of helping our
clients meet all their financial challenges.  We do this by using a total wealth management approach. Each
area is important individually, but managing them all collectively is one of the most important considerations
in your overall financial success.

Securities Offered Through  Linsco/Private Ledger.  A Registered Investment Adviser. Member NASD/SIPC

Our approach can help you find the best qualified buyers, transfer ownership, invest conservatively, reduce
your exposure to taxes and meet your insurance needs, and it provides a plan to successfully transfer your
wealth to your children and grandchildren. Among our financial offerings are:

- Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
- College planning - long-term planning to ensure you’re ready when your children are
- Retirement planning - to design an investment strategy to help you meet all of your retirement goals
- Estate planning - for preservation of wealth from generation to generation
- Pension & 401(k) Rollover Planning & Account Management
- Mutual Funds & Tax-Deferred Annuities

If this method of meeting your financial needs sounds appealing, we invite you to spend some time exploring
this site. We also welcome the opportunity to hear from you. If you have questions about your financial
situation, please call at
626-673-5344 or email us at admin@LosAngelesBrokers.us
If you are planning for wealth transfer, you would:
Eliminating the current taxation of real estate/Asset gain, defer taxes you have to pay on
depreciation recapture, diversify you assets without the transfer cost on taxes, able to pass as many
assets as you want to on to your beneficiaries, without any estate taxes or gift taxes? Have flexibility
and control to decide when you want to receive income and thus when you have to pay taxes.
- or -
Get things started by calling 626-673-5344
Read more about:
BORSA, PAT, 412 i, 1031,TIC, section 79...
QPRT – Qualified Personal Residence Trust
Let you transfer your residence at a lower gift tax value and shift future appreciation out of
your estate if you live past the end of the trust term.
CRT – Charitable Remainder Trust
Can remove assets from your estate, but allow you to keep some of the income.
Combined with an ILIT or wealth Replacement Trust,
your heirs benefit as well as the charity.
GRAT – Grantor Retained Annuity Trust
Can effectively leverage gifts between generations,
You get an annuity income; your heirs get the balance of the trust at your death.
GRUT – Grantor Retained Unitrust
Can effectively leverage gifts between generations.
You get a unitrust income; your heirs get the balance of the trust at your death.
Dynasty – Dynasty Trust
Reduced Donor Taxable Estate and pays annual income to 4 generations.
William D. Truax,  E.A.
Cambridge Financial Partners Inc.
Estate Laws
Read more about:
BORSA, PAT, 412 i, 1031,TIC, section 79 ...
- or -
Get things started today by calling 626-673-5344