When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Share |

Related Content

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Latest Blog Post

The Fed’s Silver Linings Playbook

July 17, 2019

As the first half of 2019 concluded on June 30, the economic expansion officially became the longest in US history. And still, over 10 years in, we see limited near-term risk of the usual catalysts that bring economic expansions to an...

Balancing Risk and Reward

May 01, 2019

As the longest and one of the strongest bull markets in history has officially turned 10 years old, it appears that reports of the economic expansion’s death appear to have been greatly exaggerated. The sort of volatility and...

Markets Likely to Remain Choppy, But Profitable for Active Investors

January 30, 2019

For investors, 2018 will be remembered for the sharp selloff that dominated the fourth quarter, topped off by the worst December for stocks since the Great Depression. Ironically, 2018 was relatively calm until the fourth quarter....

Office:	(714) 998-2290
Fax:	(714) 998-5613