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Latest Blogs
Backup Plans Are Loving Too: Why You Need Contingent Agents and Guardians
Progressive Insurance recently rolled out a series of commercials featuring “backup” quarterbacks stepping in to handle everyday challenges, such as ordering food, giving advice, and even parking a trailer. After
The Hidden Burden: What It Really Means to be an Executor, Trustee, or Agent under a Power of Attorney
An 80-year-old widower relied on his adult daughter for help with his daily life and finances for more than a decade. During that time, she managed his finances under a
Your Future Caregivers May Not Be Who You Think They Are
Experts warn of a growing national crisis unrelated to politics, the economy, or the usual headline grabbers. It is a caregiving crisis, and it now touches nearly one-fourth of American
Protect Your Estate from Cyberthreats
Well, that doesn’t seem right. It usually starts with something small. A strange email from a bank you do not recognize. A new credit card account you do not remember
Secure Your Digital Wallet: Cryptocurrency and Your Estate Plan
In 2013, British IT worker James Howells accidentally threw away a hard drive while cleaning his house. Only later did he realize that it held the private key to 8,000
Do Not Let Your Digital Life Die with You
Today, so much of what once existed in material form now lives entirely online. Our photos, finances, business operations, and even our identities are stored on devices and platforms and
Foster Children in an Estate Plan
An estate plan can ensure that a foster child is legally protected and provided for on your terms. With it, you can ensure that your foster child is yours in the eyes of the law every bit as much as in your heart.
Avoid These Common and Expensive Mistakes: How to Leave Assets to Minor Children
You love your children and want to ensure that they are always taken care of. However, when leaving money and property to minor children, even the best intentions can lead to big problems.
New Baby? Time to Create Your Estate Plan
Have you just welcomed a baby to the family? Protecting your newborn goes beyond car seats and babyproofing. Ensure that your child is protected no matter what life brings by creating an estate plan.
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1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705