Asset Protection Services 
1. Regular Reviews. We intend to provide services that include quarterly or semi-annual client reviews, conferences with your attorney, accountant and/or other advisors. We regularly update your list of assets and liabilities and review changes in your personal and family circumstances.
2. Coordinate with advisors. We can moderate and coordinate with your advisors the funding and trust documentation. We schedule periodic meetings to review the Trustees, Executors, Beneficiaries, and Guardians of your estate.
3. Documentation. Documents that are usually included for review include Durable Powers of Asset Management and Health Care, Asset Transfers, and Generation Skipping Provisions.
4. Wealth transfer methods. In addition, the following areas of wealth transfer and asset protection can be discussed and implemented if applicable: Gift and Insurance Trusts, Family Partnerships, Grantor and Personal Residence Trusts, Charitable Trusts and Foundations.
5. Tax saving techniques. General tax savings techniques relating to the sale of a business or real property are a part of our service.
Pacific Sun Financial Corp95 Argonaut, Suite 105
Aliso Viejo, California 92656
Telephone: (949) 716-8646
Fax: (949) 716-8645
Email: mjfisher@nationalsecurities.com
