Welcome to Manuel Ramos Financial Advisor, 30 years of expertise

8141 2nd Street Suite 608
Downey, CA 90241

1 -562-862-9673
mramos@cfiemail.com

Trading Hours
Mon - Fri 6:30 - 1:00pm

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Estate Planning

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

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Living Trusts

A living trust can help control the distribution of your estate upon death.

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Avoiding Probate

The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.

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Charitable Giving

To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

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Paying Estate Taxes

If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.

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Benefits of A-B Trusts

An A-B trust can be an effective way to help reduce estate taxes and preserve family assets for heirs.

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Gifting Strategies

Compare the advantages and disadvantages of different gifting strategies available for planned giving.

RAMOS helping small business

We feel strongly that our emphasis should remain on investment management, we have partnered with trusted service professionals to provide independent advice in other areas.

If you have any inquiry for related investment ... We are available

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