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Latest Blogs
The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits
Many people believe that once they set up a revocable living trust and change the ownership of their accounts and property from themselves as individuals to their trust, those accounts
Should I Buy a Home with Someone Other than a Spouse?
Rising housing costs, the desire for companionship, and the need to share resources are increasingly leading buyers to consider co-owning a home with someone other than a spouse, such as
Planning for the Unthinkable: Essential Tools for Parents of Minor Children
Approximately three-fourths of Americans do not have a basic will.[1] Many of the same people also have children under the age of 18, which underscores a major misunderstanding about estate
Life Estate vs. Right of Occupancy Trust: Which Is Right for You?
Planning for the future of your home can be complicated, especially when you want to ensure that a loved one can continue living there after you are gone. Two common
Caution: Your Traditional Asset Protection Plan Is Set Up to Fail
You may be surprised to learn that, not only has asset protection planning been around for a long time, but you likely have already engaged in it at some point.
AB Trusts — Do You Need to Get Rid of Yours?
If the last time you and your spouse updated your estate plan was more than a decade ago, your estate plan may contain what is sometimes referred to as AB
Three Asset Protection Tips You Can Use Now
A common misconception is that only wealthy individuals and people in high-risk professions, such as doctors or lawyers, need an asset protection plan. However, anyone can be sued. A car
How to Give Real Property to a Loved One at Your Death Without Probate Court Involvement
A home is often one of the most important assets that people own. Therefore, most people want to stay in their home until they die and then have a loved
Lessons from Warren Buffett’s Estate Plan: Generosity, Adaptability, and Transparency
Warren Buffett, known as the Oracle of Omaha, is one of the most successful investors of all time. His disciplined approach to investing, combined with his understanding of markets and
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1551 N. Tustin Ave.
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Santa Ana, CA 92705
