Newport Beach Office – Open For Business

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 »

What You Should Know about the SECURE Act

New legislation signed into law is bringing some of the biggest changes to retirement planning in years. The Setting Every Community Up for Retirement (or SECURE) Act became effective on January 1, and it could certainly affect many of you who are retirement savers, for better or worse. A recent Forbes article highlighted several considerable… Read More »

Ruling from the Grave

I just read a recent Wall Street Journal article titled, “Trying to Control Your Heir’s Behavior from the Grave Often Backfires.” It was a short read, but it raised a number of issues for me. Here are some of my thoughts: Powder keg of emotions I think the article misses a major point. Most of… Read More »

Grantor-Retained Annuity Trust Works Well With Stocks

This article is Part of a series exploring the various types of trusts that may benefit you. Today’s topic is Grantor-Retained Annuity Trusts (GRAT). Do you own stock, especially stock in a start-up company? If so, a Grantor-Retained Annuity Trust might be right for you. The GRAT is an irrevocable trust that transfers wealth without… Read More »

Irrevocable Trusts Protect Loved Ones Assets

This article is part of a series exploring the various types of trusts that may benefit you. Today’s topic is irrevocable trusts. Signing away ownership of assets can feel antithetical to you when you start to think about creating an estate plan that gives you control of what happens to your accumulated assets and meets… Read More »

Holiday Gatherings Are a Great Time to Discuss Estate Plans

The Winter Holidays offer great opportunities to get loved ones together for laughter, fellowship and conversation. These family gatherings might give you the best opportunity to have a conversation with everyone in one spot, about your estate plan. With relatives often living in different cities or states, it can be difficult to get everyone under… Read More »