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April 2019 Archives

Choosing the right trust for your situation

People often understand the basic idea of using a trust in an estate plan. You put your assets into the trust, you write out instructions on how the trust should operate, and then the assets get used or distributed in accordance with those rules. A trust gives you control over your assets even when you are not around to make those decisions yourself.

It takes time to get the kids ready to take over your company

Do you own your own company, and are you trying to figure out how to pass it on to the children when you pass away? Business succession planning is very important on many levels -- for the company, the employees and your family. Therefore, it's crucial to do it properly.


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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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