Estate Planning…A must whether you have a little or a lot!
Looking back on summer vacation and looking forward to the new school year, families create many cherished traditions. The scope and manner of these traditions can vary based on differing family dynamics, religions, and geographic regions. Estate planning is no...
read moreHow to Protect My New College Student
If you are preparing to send your son or daughter off to college to pursue higher education, you may be wondering how their first semester of school will go. During this exciting new chapter in your family’s life, the last thing you may be thinking about is estate...
read moreHow Often Do You Update Your Estate Plan? More Often Than Your Resume?
A resume is a “snapshot” of your experience, skill set, and education which provides prospective employers insight into who you are and how you will perform. Imagine not updating that resume for 5, 10, or even 15 years. Would it accurately reflect your professional...
read moreEstate Planning: Why Me, Why Now, and Is a Will Enough?
You have worked hard for years, have family members and friends you care about and have approached a time in your life when “estate planning” sounds like something you should do, but you are not exactly sure why. You may feel that you are not wealthy enough or old...
read moreDo you really need a trust?
Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than a will as the centerpiece of your estate plan. While there are other estate planning tools (such as joint tenancy, transfer on death, beneficiary...
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Burch, Haddock & Roll
6440 Oak Canyon, Suite 250
Irvine, CA 92618
tel 949-788-6690
fax 949-459-3002