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February 2019 Archives

Women live longer than men: Get your estate plan in order

While both men and women need to do proper estate planning, it is especially important for women because they tend to live longer than men. This means that the odds are higher that the last surviving spouse in an opposite-sex marriage is going to be the woman. Even if she simply gets her husband's assets when he passes away, it is then up to her to pass those on to the rest of the family.

Get your children involved in your company early

With your business, passing it down in the family has always been your plan. You built this for them. You want to do more than just provide for them when they're young. You want to give them a way to earn and find financial security for the rest of their lives.

The types of irrevocable trusts

Are you considering creating a trust? There's a lot that goes into drafting and funding a trust. As a trust grantor, you will need to understand how the law governs trusts. You need to determine who the beneficiaries of the trust will be, what resources you want to put in the trust and much more. Let's take a look at the different types of irrevocable trusts available for you to create in your trust.


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1101 Dove Street,
Suite 200
Newport Beach, CA 92660

Phone: 949-945-0415
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71-650 Sahara Road
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Rancho Mirage, CA 92270

Phone: 760-776-2283
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