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Estate Resource Group

12636 High Bluff Dr. Suite 400
San Diego, CA 92130

Phone:

(858) 209-1474

E-mail:

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Strategies to reduce all forms of taxation for you and your business

Welcome to our website, where we have created a place to help you gain a better understanding of the financial concepts behind Asset Protection, Business Succession, Charitable Planning, Corporate & Personal Tax Reduction, Employee Benefits, Estate Planning, and Family & Corporate Guidance. We work with advisors and clients alike, in our home state of California, as well as, nation-wide. Most importantly, we hope to enhance the value of working with skilled professionals to pursue your financial goals. We hope you take advantage of this resource and visit us often. We frequently update our information, to help you stay abreast of new developments in areas we cover.

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Outlines steps toward handling financial setbacks and emerging stronger.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

This calculator can help you determine how soon you can pay off your mortgage.

How Long Will It Take to Pay my Balance?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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