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Latest Blogs
Pros and Cons of Naming Many Residuary Beneficiaries in a Will or Trust
You have meticulously created your estate plan to ensure that it includes and addresses all of your most important assets (accounts and property). You have reviewed your asset list repeatedly,
Can I Leave My Spouse Out of My Estate Plan?
The relationship between spouses is special in all contexts, not the least of which is the estate planning context. In many instances, you can exclude people from your estate plan,
A Trust for Fluffy or Fido?
Why Every Pet Parent Needs to Consider a Pet Trust Today Estate planning is about protecting what is important to you. Although much of the traditional estate planning conversation focuses
5 Tragic Mistakes People Make When Leaving An Inheritance to Their Pets
Planning for your pets in your estate plan is an excellent way to ensure that your beloved pet will receive proper care and attention after you pass on. The problem,
3 More Famous Pet Trust Cases and the Lessons We Can Learn from Them
Sometimes, pet owners can get a bit creative when providing for their pets’ future care. The following three famous cases involving pet trusts offer some important lessons. David Harper and
Why Snow White’s Father Should Have Had an Estate Plan
Many of us are familiar with the story of Snow White and the seven dwarfs. Central to the story is the relationship between Snow White and her stepmother. After losing
Things to Know When Planning for an Addicted Loved One
It has been said that the only thing harder than being an addict is loving one. It can be particularly difficult for a parent to bring a child into the
Whom Do You Trust to Make Your Medical Decisions?
It might be a stretch to say that if you have your health, you have everything. However, to some people, decisions about their health are arguably more personal in nature
Whom Do You Trust to Make Your Financial Decisions?
You wake up and check your investments over a cup of coffee. That tech stock you have been eyeing continues to trend upward, so you log in to your online
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1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705