Legal Services
Responsive, Reliable & Respected Business & Estate Planning Counsel Since 1997
Practice Areas
Business Law
Employment Law & Documents Audit, M&A, Entity Formation, Real Estate
Asset Protection, Tax Planning, Probate, Trust Administration & More
Estate Planning & Postmortem
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Latest Blogs

How a Directed Trust Can Change Everything
The estate planning world, long rooted in tradition, has relied on time-tested tools such as trusts to plan for what happens to a person’s money and property. However, a nontraditional variation known as a directed trust has gained traction in recent years for offering today’s families more of what they want: customization, control, and flexibility.

Estate Planning Truths: Debunking Common Misconceptions
From who can make decisions for you to whether you need an estate plan, common myths can stand between you and a secure future. Let’s debunk these widespread misconceptions and reveal four essential truths about effective estate planning.

Do I Need a Will or a Trust?
Everyone needs a will, a trust, or both. These important tools ensure that your legacy will be carried out according to your wishes and allow you to provide for loved ones after your passing. A properly prepared trust can also help avoid probate.
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1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705