Keeping Orange County informed on the latest and greatest information on estate planning & elder law.

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  • Savvy Givers Give Strategically “If you’re wealthy, you set up your own private foundation… You get a deduction now, but you don’t have to give it all away right away. You can do it in a much
  • Asset Protection Requires Proper Planning Many people faced with mounting pressure from creditors are unaware of how to protect their assets, and very often it is too late once they are already in
  • Unclaimed “Death Benefits” Await Claims One billion dollars. That is the amount of money state regulators estimate is sitting on life insurers' books and owed as death benefits, some of it languishing