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November 2019 Archives

The assistance your special needs heir requires may depend on age

When doing estate planning with an heir who has special needs, you really need to take the time to carefully consider what can be most helpful to them when you are gone. Careful advance planning is the key. If you do it correctly, your assets can change their life, but you have to remember that this all falls on your shoulders. You need to make the proper decisions at the proper time.


Newport Beach Office
1101 Dove Street,
Suite 200
Newport Beach, CA 92660

Phone: 949-945-0415
Fax: 949-945-0197
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Rancho Mirage Office
71-650 Sahara Road
Suite 2
Rancho Mirage, CA 92270

Phone: 760-776-2283
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