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The First Seven Steps to Take After the Loss of a Loved One

Dealing with the loss of a loved one can be traumatic. At best, it is a difficult and…
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Five Essential Things Every Adviser Must Know About Estate Planning & Elder Law*

*This is an abbreviated version of Bradley Erdosi’s article originally published in the OC Lawyer magazine. Estate planning,…
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You Don’t Have It Made Unless It Is Protected

By: Jeffrey R. Matsen Recently we have had several clients who have come to us for estate, income…
A happy family consisting of a mother, father, two boys, and their golden retriever, all smiling and sitting together on a white sofa.

Planning for Pets

For many pet owners, pets are members of the family. These individuals sometimes say that if something happens…
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Identifying Hidden Risks Creates Sales Demand

The world changes; clients’ circumstances change; motivations and interests change. As these changes occur—often gradually—“hidden” risks emerge that…
A happy family of five, with two adults and three children, standing in front of their new home with a "Sold" sign visible. They are smiling in a grassy front yard.

Yes, Your Family Needs Asset Protection Planning

If you’re like most people, when you hear “asset protection planning” you think of someone like JR Ewing…