Bozajian and Carter Insurance Services, Life Insurance, Disability Insurance, Health Insurance & Benefits
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Estate Planning:

  • Avoiding Probate
  • Durable Power of Attorney
  • Living Will
  • The Estate Planning Process
  • The Estate Probate Process
  • The High Cost of Dying
  • The Role of the Executor
  • Valuing Estate Assets

 

Estate & Gift Taxation:

  • Unified Federal Estate and Gift Taxation
  • Federal Estate and Gift Tax Table (2019)
  • The Marital Deduction
  • Tax Advantages of Lifetime Gifts
  • Generation-Skipping Transfer Tax

 

 

Trusts:

  • What is a Trust
  • What is an Irrevocable Life Insurance Trust
  • How does an Irrevocable Life Insurance Trust Work
  • Irrevocable Life Insurance Trust Taxation
  • Funding an Irrevocable Life Insurance Trust

Special Needs Planning:

  • First Steps Special Needs Planning
  • Special Needs Trust
  • ABLE Accounts
  • Future Needs
  • Legal Planning
  • Letter of Intent
  • Help and Advice

Brian V. Bozajian, is licensed:

To sell Life and Health Insurance in California (#0663536), Arizona, Colorado, New York, Ohio, Oregon, and Texas.

Portals

  • Anthem Blue Cross of California
  • Medicare
  • Blue Shield of California
  • Health Net of California
  • USAway International Major Medical Plan
  • Blue Shield Medicare Plans & Enrollment

Helpful Links

  • Disability Awareness Council
  • Life Happens
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1001 6th St. Suite 100

Manhattan Beach, CA 90266

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