2012 LEGAL NEWS BYTES

Posted by on May 13, 2014 in Newsletters

2012 NEWSLETTER PDF VERSION click here to view newsletter

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Estate Planning

Posted by on Mar 5, 2013 in Services

Estate Planning

ESTATE PLANNING- will, trusts, powers of attorney, & medical care documents

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Tax Planning

Posted by on Mar 5, 2013 in Services

Tax Planning

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Elder Law

Posted by on Mar 5, 2013 in Services

Elder Law

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Business Counsel

Posted by on Mar 5, 2013 in Services

Business Counsel

BUSINESS COUNSEL- creation of for profit and non-profit corporations, LLC’s and related entities

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Guardianship

Posted by on Mar 5, 2013 in Services

Guardianship

GUARDIANSHIPS- plenary & limited guardianships (includes Guardian Advocacy proceeding)

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Probate

Posted by on Mar 5, 2013 in Services

Probate

PROBATE- summary & formal administration of a decendent’s estates

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Real Estate

Posted by on Mar 5, 2013 in Services

Real Estate

REAL ESTATE- closings, loan modifications, short sales and foreclosure defense

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Our Commitment

Posted by on Mar 5, 2013 in Accomplishments

Silvia S. Ibanez is a fee-only Investment Advisory firm that prides itself on unparalleled service and performance while remaining committed to providing unbiased advice and prudent strategies for investing. Our services are always tailored to your unique needs. We provide estate planning, risk management, cash flow analysis, investment management, retirement planning, and tax planning. Our flat fee-only approach allows us to serve you without compromise. We do not work on a commission basis, nor do we benefit from recommending any particular course of action or product. Our reward is in...

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Sound, Simple, but Unique

Posted by on Mar 5, 2013 in Accomplishments

When investors choose Attorney Ibanez, they are beginning a relationship with a company that was built on solid investment principles. I utilize a comprehensive investment approach, which incorporates both traditional asset allocation strategies along with institutional portfolio management techniques to provide investors solid returns no matter what their risk tolerance and objectives are.

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