27th Feb 2017

Blended families are becoming more and more common as many people have been married more than one time. Estate planning for the children of one marriage can be stressful enough, but planning for second or subsequent marriages, can be quite … more

24th Jan 2017

One of the best pieces of news in recent years is the federal tax exemption of $5.34 million per person and indexed to inflation made permanent. This means, for 2014, as much as $5.34 million of a person’s estate will … more

16th Aug 2016

Suze Orman, an author and personal finance guru once said, “Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance isn’t as hard as you might think.” As important as it … more

21st Jul 2016

Nobel Prize winner, Anatole France once said “Until one has loved an animal, a part of one’s soul remains unawakened.” Pets hold a special place in our hearts and in our souls. They not only act as companions, they become … more

15th Jun 2016

Have you ever stopped to think about what will happen to your possessions once you pass away? Several people consider their loved ones and put trusts and life insurance policies in place; however, they fail to appropriately plan for their … more

18th May 2016

Artist David Dory is quoted as saying, “To own a piece of work done by an Artist is to possess one of their facets, one of the windows of their life.” People collect art for a variety of reasons. For … more

What You Need to Know About Building a Proper Estate Plan

By : | Category : asset protection trust california, california estate planning, Estate Planning | Comments Off on What You Need to Know About Building a Proper Estate Plan

10th Nov 2015

Stop for a moment and think of the most important people in your life. Depending on what stage of life you’re in, these people could include your spouse, children, mother, father, sister, brother or best friend. As difficult as this … more

26th Oct 2015

Your life can change in an instant. One day you are here and the next day you are gone. Estate planning is vital when dealing with a loved one after they have passed, but it is also just as important … more

27th Mar 2014

An Estate Planning Firm in Orange County – Why You Should Get Educated About Estate Planning

21st Mar 2014

I often tell clients, that Estate Planning is a process.  It is simply the steps you would take to ensure that your property, your money, and your assets go to your family and loved ones in the event of your … more