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Estate Planning

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

Make a Will: The Importance of Estate Planning (And Not Just for the Rich)

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You have an estate. It doesn’t matter how limited (or unlimited) your means may be, and it doesn’t matter if you own a mansion or a motor home. Rich or poor, when you die, you leave behind an estate. For some, this can mean real property, cash, an investment portfolio and more. For others, it…

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Major Risks To Family Wealth

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Will your accumulated assets be threatened by them? All too often, family wealth fails to last. One generation builds a business – or even a fortune – and it is lost in ensuing decades. Why does it happen, again and again? It is because families fall prey to serious money blunders – old and new.…

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An Estate Planning Checklist

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Things to check and double-check before you leave this world. Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, those who leave this world without their financial affairs in good order risk leaving their heirs some significant problems along with their legacies.…

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Estate Taxes: What is the Estate Tax?

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Estate planning is not just for the very wealthy.  What is the estate tax? You have an “estate”. It doesn’t matter if you own a mansion or a motor home. Rich or poor, when you die you leave behind an estate. For some, this could be real property, an investment portfolio and more. For others,…

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What is a Trust? The Fine Art Of Flexible Estate Planning

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Specialized trusts & private loans can help address some “what ifs”. Estate planning professionals have to deal with ambiguities today. Constant tax law revisions aside, there are contingencies of family life that may require added flexibility in estate planning. Fortunately, there are tools that can help to arrange it. Standby trusts. As the name implies,…

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Leaving A Legacy Plan

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We will all leave this world sometime. Why leave unanswered questions with those we love? We all want to live a significant, successful life. Yet how many of us realize that our important, positive contributions can last long after we are gone? Two things are certain: death and taxes. Some of us grasp that reality…

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Can you get by with a will only, or do you need more?

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The fact is, the more complex your estate, the more your need for estate planning – and a living trust can be a fundamental tool in that planning. While not everyone needs a living trust, they certainly become more attractive as your estate grows more complex. Why a living trust? Essentially, a revocable living trust…

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A Living Trust – Or A Will?

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Can you get by with a will only, or do you need more?   You see the ads all the time: “Should you have a living trust?” There is no pat answer. The fact is, the more complex your estate, the more your need for estate planning – and a living trust can be a…

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But, I Don’t Need Estate Planning … Do I?

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Why estate planning is so important, and not just for the rich. Do you have an estate? It doesn’t matter how limited (or unlimited) your means may be, and it doesn’t matter if you own a mansion or a motor home. Rich or poor, when you die, you leave behind an estate. For some, this…

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