We are pleased to announce that effective May 6, 2020, our Newport Beach office is Open For Business as usual, with all safety procedures in place! The Newport Beach office hours are 8:30 a.m. to 5:00 p.m., Mon-Fri., and Suite 1100 will be fully operational during those hours. The conference rooms are available for personal… Read More »
Posts Categorized: Uncategorized
Helping You Avoid a Big Life Insurance Mistake
We’re focusing this article on one of the most common and chronic mistakes that estate planning attorneys are asked to fix after someone passes away. To avoid this mistake, we encourage insurance agents and advisors not to allow a client to name the probate estate as the primary beneficiary of a life insurance policy. We… Read More »
Should You Name a Trust Protector in Your Estate Plan?
The concept of a Trust Protector was typically found only in domestic and offshore asset protection trusts. However, since trusts are becoming more common as the “go to” estate planning tool, the Trust Protector concept is making its way into even the least complex of estate plans. Trusts provide control, privacy, and protection. Throw in… Read More »
Putting Your “Planning” Ducks in a Row is Key to Protecting Your Business—and Your Assets
The desire for business ownership is on the rise. Today more than ever, people are looking to create their own fortune, set their own schedule and chart their own destiny. Unfortunately, owning a business or company also means being vulnerable to lawsuits. Whether you’re a dentist, store owner, or dance instructor, know this: by dealing… Read More »