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October 2018 Archives

Estate planning after an unexpected windfall

This month, Americans were once again consumed by a Mega Millions jackpot as its value continued to rise to become the second largest in history. Some lucky South Carolina lottery player is now $1.5 billion richer. Even if it's being split among a dozen co-workers, that's a considerable windfall.

Succession planning is key to keeping a business alive

When individuals are asked if they've drafted a will, they often say that they haven't because they don't want to plan for their death while trying to live. If you ask a business owner if they have plans for the future of their business, they'll likely tell you much the same. Your lack of planning for the future can cause your loved ones added stress and grief upon your passing if these issues aren't addressed.


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Newport Beach, CA 92660

Phone: 949-945-0415
Fax: 949-945-0197
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