Imagine this: You’ve built a business empire worth hundreds of millions of dollars, transformed a city’s downtown area, and touched countless lives with your vision and generosity. Then, unexpectedly, you pass away—and nearly five years later, a will you may have created suddenly appears. Meanwhile, your family has been battling creditors, former associates, and mounting...Read More

Most estate planning attorneys would agree that one of the most common concerns among clients is the smooth transfer of assets to loved ones upon their death. Below are some essential facts for Orange County families and how they can avoid probate through careful planning and sound advice. Joint Ownership vs. Beneficiary Designations: What Orange...Read More

After the excitement of Valentine’s Day fades away and the last indulgence of chocolate is savored, it’s crucial to turn our attention to a topic that may not be as thrilling as the idea of everlasting love: the reality that all relationships come to an end one day. Before you stop reading, hear me out....Read More

If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know that there are critical reasons (and significant benefits) for planning while you’re still well and alive? That’s why I refer to my services as Life & Legacy Planning. When done right, planning for your assets...Read More

A living trust is a written legal document that provides for the administration of an estate for the testator’s benefit during life, and then for their beneficiaries benefit upon death. A trust provides the opportunity to dictate how property will be disbursed upon death. It can also help ensure that assets will be managed according...Read More

There are many, many, questions that arise during a dissolution of marriage proceeding. Women who have not worked outside the home or whose job resulted in a smaller salary than their spouse often inquire as to how the property and money obtained during marriage will be divided. Some fear that they will only receive a...Read More