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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– T. Gibson, Client
Latest Blogs
Estate Planning Scams: What Seniors Need to Know
Creating an estate plan is an important step in protecting your loved ones and ensuring that your assets are distributed according to your wishes.

Estate Planning for Schoolteachers: How Your Benefits Come into Play
Teachers often have a unique financial portfolio—pension rules, supplemental retirement accounts, and district benefits layered on top of everyday assets. Comprehensive estate plans acknowledge this complexity and coordinate all the moving parts.

Your Family’s Estate Road Map: A Step-by-Step Guide to Managing Assets and Wishes
To keep your estate plan on track, you need an estate road map that shows your loved ones where to go and what to do, with regular updates to keep it accurate.
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1551 N. Tustin Ave.
Suite # 650
Santa Ana, CA 92705