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September 2018 Archives

How to create a sound estate plan after your second marriage

Although you may have a divorce in your past, it doesn't mean you'll never tie the knot again. If you decide to once again go down the path of marriage, it's important to understand how it will impact every facet of your personal and financial life.

What are the reasons to create a special needs trust?

If a child or another loved one has a disability, you may want to consider the benefits of creating a special needs trust. There are many reasons to learn more, including the fact that the use of a trust could help this person long after you are gone.


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Newport Beach, CA 92660

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