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Irrevocable Trusts

Posted by James Burns | Sep 13, 2022 | 0 Comments

Irrevocable trusts can be an important component of estate plans. Much of it depends on the purpose of the trust. There are many considerations, however, that must be taken into account before creating one. 

Special Needs Trusts for Orange County Residents

Posted by James Burns | Sep 13, 2022 | 0 Comments

It's a daunting task to put together an estate plan for yourself and maybe even a spouse. When you add children to it, it can become a little more complex. If one of those children has special needs, it's not only more complex but imperative—because you may be their only source of support socially, emotionally, and financially.

“My Spouse Just Passed Away. What Do I Do?"

Posted by James Burns | Aug 21, 2020 | 0 Comments

“My husband just passed away. What do I do?” Taking action after your loved one passes can be tough and confusing.  So we made this simple checklist of what needs to be done within 30 days. Please share with anyone who you feel might need it, or is going through the grieving proces...