Estate Resource Group

Estate Resource Group, located in La Jolla, California, specializes in strategies to reduce all forms of taxation for individuals and businesses. Their services encompass asset protection, business succession, charitable planning, corporate and personal tax reduction, employee benefits, estate planning, and family corporate guidance.

Dedicated to enhancing the value of financial advisory services, Estate Resource Group collaborates with both advisors and clients across California and nationwide. They provide a wealth of resources, including articles, calculators, and newsletters, to keep clients informed about the latest developments in financial planning and taxation.

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