TPO Financial and Insurance Services

Oakland, California, United States | Financial Advisors

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Estate PlanningWhat you value may be more important than what you own. To follow through on your commitments -- to yourself, your family, and your ideals -- you need to think ahead. A personalized estate plan is important in helping to protect your family and your legacy.A well-constructed strategy can help address your specific estate planning needs including:    Minimizing income and estate taxes    Transferring wealth from one generation to the next    Developing charitable gifting strategies    Aligning existing portfolios and retirement accounts with your estate planInsurance PlanningA sound financial plan^ must address the insurance coverages you, your spouse and family members may require.    Life insurance is used to pay for funeral expenses, repay outstanding debts, make charitable donations and provide living expenses for surviving family members. It can also be used to cover estate taxes and probate fees to enable your estate to be liquidated in the most appropriate manner.    Disability income insurance is to help partially replace income of persons who are unable to work because of sickness or accident. In terms of its financial effect on the family, long-term disability can be just as severe as death. Disability income protection can come from several sources: social insurance programs, employer-provided benefits, and individually purchased policies.    Long Term Care Insurance is a relatively new type of insurance product.  Many people do not understand what Long Term Care insurance policies cover, how and when the policies benefit, and who should obtain coverage.Investment PlanningYou can now receive the same portfolio management services as many institutional investors-whether it is a separately managed account or a mutual fund wrap portfolio.Some benefits of managed portfolios include:


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