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Resources

Links

Providing knowledge and tools to the estate planning community
WealthCounsel.LLC

Long Term Care Insurance Quotes and Research
www.longtermcareinsurance.org
www.prepsmart.com

To find a financial planner or insurance professional
www.fpaocc.org
www.naifaoc.org

 
System for CPAs, Financial Planners, attorneys and fiduciaries to provide better planning for clients
www.advisorsforum.com

Asset Protection in California
www.assetprotectionbook.com/s2_asset_protection_state_california.htm

Medi-Cal Planning Research
www.canhr.org/medcal/index.html

For seniors, their families & caregivers, find best identity theft protection companies and how to avoid scams: www.caring.com/best-identity-theft-protection/

 

Law Firm Resources

Will & Trust Side by Side Chart

The Truth about Estate Planning

Advantage of Tax Deferred Accumulation

Special Tax Savings Trusts for Spouses or Build Up Equity Retirement Trusts

Issues in Special Needs Trust Planning

Client Worksheet

Potential Planning Benefits

Maximizing Your Retirement Plan Savings

Net Worth Computation Page

IRA Distribution Flowchart

Estate Planning Alternatives

Collision of Retirement Planning Goals

Reasons to Consider an IRA Trust

Business Exit Planning

Brochure - Revocable Living Trusts
Family Values, Vision and Planning

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Law Offices Of Michael J. Wittick, A Professional Law Corporation is located in Irvine, CA and serves clients with estate and wealth preservation matters throughout Irvine, Lake Forest, Laguna Woods, Laguna Hills, Foothill Ranch, Tustin, Aliso Viejo and the surrounding areas.



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