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Latest Blogs
Case Study: How Concerned Should You Be about Estate Tax Issues?
If you have significant wealth, you may be exposed to future estate tax burdens that must be acted on before the Tax Cuts and Jobs Act reduces the estate tax exemption
The Countdown Begins: Will We Keep the $13.6 Million Estate Tax Exemption?
The year 2026 is quickly approaching, bringing substantial changes that may affect your estate tax situation. The Tax Cuts and Jobs Act (TCJA) in 2017 significantly increased the federal estate
Cultivate and Build New Relationships Through Networking
In addition to being considered the month of love, February is International Networking Month. In today’s world, developing new relationships with people is truly important. Our social and professional interactions
Third-Party Waivers and Why We Sometimes Need Them
As your trusted estate planning attorney, if we do not have an immediate answer or solution for you, we can often get one by contacting another attorney or advisor who
Love Is in the Air: Have You Protected Your Loved Ones?
Valentine’s Day is approaching, when many people express just how much their loved ones mean to them by giving gifts and cards. But this year, you could try something different
Do Not Become a Statistic
Estate planning is important for everyone. It is about protecting yourself, your loved ones, and your hard-earned money (even if you do not have a lot of it). However, the
Estate Planning Roll Call: Important Legal Tools You Should Have
As with any roll call, it is important to make sure that everyone is present and accounted for. Similarly, when assessing an estate plan, several legal tools, or documents, should
Top 3 Reasons You Need an Up-to-Date Estate Plan
Although we live in a world where information is easily accessible through the internet, there are still many misconceptions surrounding estate planning. Most of us do not dedicate our time
7 Things You Need to Do Now to Protect Your Beloved Pets
Pets sometimes outlive their owners. If you suffer an accident or illness, it could leave your cat, dog, horse, iguana, or any other pet without a caregiver, which, without proper
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1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705