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Latest Blogs
The Life and Legacy of Jimmy Buffett
Jimmy Buffett died on September 1, 2023, at age 76 after a diagnosis of Merkel cell carcinoma (skin cancer) four years earlier. He was a
Assembling Your Own (Estate Planning) Team
Some of us may enjoy games like fantasy football that allow us to assemble our own star team with the players we think will provide
The Real Story Behind Trust Fund Kids
When we hear the phrase “trust fund kid,” words like “entitled,” “privileged,” and “financially irresponsible” might come to mind. But another word we should associate
Your Legacy: How Do You Want to Be Remembered?
As Thomas Campbell, physicist and the author of My Big TOE, once said, “To live in the hearts we leave behind is not to die.”
Should the Trustee of My Trust Be Different during My Incapacity Than at My Death?
When you create a trust, choosing a trustee is one of the most important decisions you will make. If you create a revocable trust—that is,
Could a Testamentary Trust Be What Your Loved Ones Need?
One of the main reasons that a person creates a revocable living trust (a trust established during a person’s lifetime that they can amend or
Bills and Services to Cancel—and Keep—When a Loved One Dies
A loved one’s passing is challenging on many different levels. In addition to the emotional difficulty of processing someone’s death, there are also the many
What Not to Include in Your Estate Planning Documents
One important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved ones when
Three Types of Trusts to Plan for Minor Children and Grandchildren
There are certain reasons that establishing an estate plan can be of the utmost importance. Having minor children or grandchildren is one of those reasons.
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1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705
