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

Backup Plans Are Loving Too: Why You Need Contingent Agents and Guardians
Progressive Insurance recently rolled out a series of commercials featuring “backup” quarterbacks stepping in to handle everyday challenges, such as ordering food, giving advice, and even parking a trailer. After

The Hidden Burden: What It Really Means to be an Executor, Trustee, or Agent under a Power of Attorney
An 80-year-old widower relied on his adult daughter for help with his daily life and finances for more than a decade. During that time, she managed his finances under a

Your Future Caregivers May Not Be Who You Think They Are
Experts warn of a growing national crisis unrelated to politics, the economy, or the usual headline grabbers. It is a caregiving crisis, and it now touches nearly one-fourth of American
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1551 N. Tustin Ave.
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Santa Ana, CA 92705