Blog
Planning for Alzheimer’s or Dementia: Trusts & Decision-Making Authority
A diagnosis of Alzheimer’s or dementia does not arrive with a warning….
How to Balance Family Inheritances With Charitable Goals
For many families in Orange County, retirement is a time to reflect…
How Often Should You Revisit Your Estate Plan to Keep It Current?
Walking through the Old Towne District in Orange or enjoying the breeze…
How Proposition 19 Affects Inherited Property and Your Estate Plan in California
Families in Orange County often view their homes as more than just…
Estate Planning Considerations for Multi-Generational Households
Living in Orange County often means staying close to family. From the…
How to Structure a Dynasty Trust in California
Orange County families often spend a lifetime building a legacy, from local…
How to Plan Your Estate When You Own Out-of-State Property
Many retirees in Orange County enjoy the fruits of a long career…
What is the difference between a trust amendment and a restatement?
What is the difference between a trust amendment and a restatement? When…
How High Net Worth Clients Can Avoid Estate Tax: the Qualified Personal Residence Trust
Right now, the estate tax limit is at a historical high, at…