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Foundational Estate Planning (You NEED This!)
Basic estate planning typically includes a set of legal documents that outline how a person's …
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Asset Protection Structures
We specialize in establishing asset protection structures, such as trusts or LLCs, to shield your …
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Review Existing Structures
We understand that asset protection strategies need to be reviewed regularly to ensure that they …
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Legal and Financial Risk Assessment
We provide our customers with specialized advice on the legal and financial risks involved with …
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Negotiation and Dispute Resolution
To settle disagreements or prospective legal claims, we have a great deal of expertise dealing …
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Located at
333 Bayside Drive, Suite 102, Newport Beach, CA
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(949) 484-8164
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