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

Wondering Whether You Need to Update Your Estate Plan? You Do. Here Is Why.
Since creating your estate plan, have you thought about updating it? If you are like most people, probably not.
When Is an Estate Subject to State Death Taxes?
State-level estate and inheritance taxes (often referred to collectively as death taxes) can significantly impact how much ultimately passes to a person’s loved ones, making it essential to understand state death tax rules when creating a comprehensive estate plan.

Planning for Yourself While Caring for Someone with a Disability
Most of us have been on a plane and heard the preflight safety instructions that include some version of the oxygen mask principle: Secure your own mask before assisting others.
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1551 N. Tustin Ave.
Suite # 650
Santa Ana, CA 92705