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Office Locations:

Laguna Niguel Location

27601 Forbes Road, #1-B
Laguna Niguel, CA 92677
Tel: 949-360-8701
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Fullerton Location

Fullerton Financial Tower
1440 N. Harbor Blvd., 900
Fullerton, CA 92835
Tel: 714.449.3321
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Seal Beach Location

Bixby Office Park
3020 Old Ranch Pkwy., Suite 313
Seal Beach, CA 90740
Tel: 562.799.5513
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1. State Law vs. Federal Law.
2. What is Probate?
3. Why "Joint Tenancy" may create income tax problems.
4. What is a "Living Trust" and how does it avoid probate?
5. Do I need a Will if I have a Living Trust?
6. How are Retirement Plans handled in an estate plan?
7. Can a Living Trust Reduce Inheritance Taxes?
8. Durable Powers of Attorney.
9. What is a "Living Will"?
10. Guardianship for Minor Children.
11. What information do I need to start my estate plan?
12. Glossary of Terms.

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