We Answer Some Frequently Asked Questions About Estate Planning

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Can I keep money in my trust for my child's lifetime?

Yes, we can prepare a trust for your children that can help protect them from outside influences or even themselves with a lifetime asset protection trust.

We Can Assist You During the California State of Emergency Stay at Home Order.

We can help you with all of your estate planning needs via phone calls and video chat and you can sign your plan at home. We can fast track your plan if you are seriously ill or are a first responder. Please call us at 949-718-0420 for immediate assistance. We guarantee we will provide you the same outstanding planning and experience virtually that we are known for in person.