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Latest Blogs

Adding Toppings to Your Estate Plan

As much as Americans love ice cream, our tastes run pretty plain. Vanilla, chocolate, and strawberry consistently dominate “Top 5” flavor lists.[1] When we add toppings, we usually reach for

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The Deaths of Gene Hackman and His Wife

Simultaneous death laws, such as the Uniform Simultaneous Death Act (USDA), enacted in 1940 and updated in 1993, were created to resolve legal uncertainties when two or more people die at the same time or close in time to each other and the order of death is unclear.

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A jar with coins used for funding that has a plant growing out of it

5 Easy Tips to Simplify Your Charitable Giving

Will you be donating to charities this year? The Internal Revenue Service (IRS) reminds us that you must itemize deductions on Schedule A of your tax return to claim a deduction for charitable gifts. We have some tips to ensure your charitable gifts count!

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1551 N. Tustin Ave.
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