Legal Services
Responsive, Reliable & Respected Business & Estate Planning Counsel Since 1997
Practice Areas
Business Law
Employment Law & Documents Audit, M&A, Entity Formation, Real Estate
Asset Protection, Tax Planning, Probate, Trust Administration & More
Estate Planning & Postmortem
– Anne B., Client
– Aimee M., Client
– T. Gibson, Client
Latest Blogs

A Windfall and a Target: Navigating Family Expectations After Sudden Wealth
Good news in the form of a sudden windfall can put your family in a new financial position that may materially alter your legacy and estate plan. And while it

When an Adult Child Has a Crisis: How an Emergency Can Reshape Your Estate Plan
You never stop being a parent. Even when your child reaches adulthood, they are always in your thoughts—and, in many cases, your estate plan. There may be times when your

Sudden Widowhood: Navigating Legal and Financial Chaos after a Spouse’s Death
You and your spouse planned a life together, and nothing can fully prepare you for their loss. Like most people, you may have let the thought cross your mind only
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1551 N. Tustin Ave.
Suite # 650
Santa Ana, CA 92705