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Latest Blogs
Is It Time for an Annual Planning Retreat?
By reflecting on your successes and failures from the past year and your priorities moving forward, you can bring more intentionality to your life and make conscious choices, including estate planning decisions, that align with what truly matters to you—not just now, but in the long run.
Dower Rights: A Relic of the Past Still Affecting Estate Plans
From laws against selling doughnuts on Sundays to ordinances that prohibit tying a giraffe to a telephone pole, the annals of American jurisprudence are filled with archaic laws that, while still technically on the books, are rarely, if ever, enforced.
Notable Estate Planning Legislation
No matter the time of year, taxes are always a hot topic. While we usually think about taxes in terms of how they affect us today, it can be equally
How to Make the Next 100 Days Impactful
What comes to mind when you think of spring? Maybe it is blooming flowers, buzzing insects, singing birds, or the fresh smell of the earth after a rain. Your thoughts
President Trump’s First 100 Days in Office
President Trump entered office having won the electoral college and with relatively strong approval ratings. On his first day in office, he issued over 25 executive orders, and in his
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
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1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705