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Call Now for a Consultation:
(714) 593-8659

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Plan Now for an Early Gift-Giving Season

While traditionally the holiday season is the time for giving thanks and exchanging gifts, you should consider making gifts sooner rather than later to avoid the year-end rush. Below are some gifting ideas you can use now to benefit your family, friends, church, alma...

Succession Planning for the Family Business

Succession Planning for the Family Business We know that building a thriving family business takes a lot of hard work, and to ensure the business continues to thrive, it takes foresight and planning. When business owners are preparing to transition the business to the...

What Happens If You Die Without a Will?

Most people know they need a will. And many of them fully intend on writing a will … someday. But life is busy and the will keeps getting put off. Eventually, someday becomes never.. In fact, nearly half of American adults will die without a will in place. So what...

How to Save Big Money on Your Taxes This Year

It can be shocking to realize that our biggest personal and business expense, bar none, is taxes.  The good news is that just a little time and effort focused on strategically reducing your taxes can pay big dividends. The first thing to know about taxes is that it is...