A number of our clients in Orange County and throughout Southern California own any real estate in addition to their home. When we first met them, they were losing sleep worried about your rental property (or properties) being more of a liability than an asset. Yes,...
While the rest of the nation celebrates its independence on July 4th, you can rest assured that you too can declare independence for your family — from court interference. Life can be unpredictable. Whether it is a financial issue, the birth or adoption of a...
A comprehensive estate plan should address all of your assets. For most people, an estate plan must include three common categories: (1) your home; (2) financial accounts, like your checking and savings account; and (3) personal property. Other types of assets –...
Do You Update Your Estate Plan as Often as Your Resume?June 22, 2022
