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Services
- Estate Planning:
- Scope the potential assets accumulation and transfer tax;
- Address concerns for asset protection and risk management;
- Compare pros and cons of different gift and trust approaches;
- Recommend gift and estate planning strategies.
- Monte Carlo Simulation:
Address uncertainty of planning through simulating a wide range of scenarios. This approach helps clients having better understanding of concentrated positions and potential exposure to risks.
Seminars
- Monte Carlo Methods and Applications in Planning.
- Estate Planning and Case Studies.
We offer the above seminars to Corporations and other groups. Details can be arranged by contacting us.
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contact@longviewplanner.com
650-390-9888 x203
650-390-9515
