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

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Easy Mistakes to Avoid When Passing Assets to Your Child

Setting up a trust fund for your children can ensure that the money you are leaving behind for them is taken care for them, in the way that you want. But your efforts in completing this important, yet somber task can be ruined by making one of these common mistakes....

How Can I Plan for a Strategic Retirement?

Are you approaching retirement? Not sure how you can ensure a smooth transition from working life to retired life? Walking away from regular paychecks and employer-provided benefits can feel a little nerve wracking. Minimize the impact of these major life changes by...

Is Your Family “Too Young” to Need an Estate Plan?

Is Your Family “Too Young” to Need an Estate Plan? Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned about what will happen to their family when they pass on,...

How to Incorporate Family Values in Your Estate Planning

Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family...