News and Articles
Myers & Porter is growing and changing! We are proud to announce that Myers & Porter has partnered with Blaine J. Burch and Todd A. Haddock to form Burch, Haddock & Roll, LLP and BHR Law Group. To accommodate the growth, we have moved our office to a new location in the Oak Creek Business Center located at 6440 Oak Canyon, Suite 250, Irvine, CA 92618.
Meet the Partners
Thomas R. Roll graduated from Western State University, College of Law in 1984. He has taken advanced courses in trust and estate planning and trust administration. He has worked as a judge pro tem in the Orange County Superior Court handling probate, traffic and family law matters. Over his 35 in practice, he has helped hundreds of families plan their estates and prides himself on putting clients at ease and creating trusts that are painless to manage and understand. Outside of the office, Tom’s favorite hobby is being a grandpa to his eight grandkids.
Blaine J. Burch grew up working in a family business and is passionate about helping business owners and entrepreneurs protect their legacies for the next generation. He obtained his Bachelor of Science in Business Administration from the Marriott School of Management at Brigham Young University and a Juris Doctorate from the Antonin Scalia Law School at George Mason University. Blaine has worked in corporate law and more recently in estate planning at Orange County’s premier estate planning law firms. Blaine also speaks Spanish fluently. When he is away from the office, he loves to stay active and spending time with his wife and three daughters.
Todd A. Haddock graduated from Utah Valley University where he earned a double major in business management and accounting. Todd went on to attend Law School at Western State University. Immediately following law school, Todd went into private practice in Family Law, Civil Ligation and Estate Planning. Todd brings a tremendous amount of business and real-world experience to the practice having over 25 years of experience managing businesses specializing in bank finance, real estate and financial document auditing both in the United States and Russia. Todd is fluent in Russian and has been married for 20 years and is the proud father of two girls.
BHR Mission Statement
Our goal is to establish long-lasting, valued relationships and provide superior, informed council that: CLIENTS recommend to family and friends, ADVISORS prefer for their clients, ATTORNEYS seek to emulate, and EMPLOYEES are proud of. We strive to meet the unique needs of each individual, protect their family, strengthen their business, and preserve their legacy through expertise, compassion, and innovative solutions while remaining a trusted resource and partner throughout the seasons of life.
Come See Us!
We want to get reacquainted with you and have you meet our new team. Check out our new firm website and follow our social media pages to see educational articles and videos, and schedule a visit to come in and review your estate planning documents.
ESTATE PLANNING PROJECTS TO TACKLE IN THE NEW YEAR
As the end of the year approaches and you begin to look back on 2018, what changes need to be reflected in your estate plan? Have you gotten married or divorced in the past year? Perhaps you’ve welcomed a new child or grandchild, or experienced a change in your health. So much can change in a year, and it’s important not to let too much time pass before those changes are reflected in your plan.
Just like you need to stay in regular contact with financial advisors, primary health care providers, and accountants, your estate plan will serve you best when it’s kept up to date with the changes that shape your life.
Keeping your estate plan current with each new significant development in your life is much more efficient than having to do a comprehensive overhaul later on. The end of the year is the perfect time to take stock of any changes regarding the individuals listed in your estate planning, like fiduciaries or beneficiaries, in case adjustments are required.
Your End-of-Year Checklist
Many people find that estate planning — whether it’s embarking on creating a new plan or updating an existing one — can feel overwhelming. A checklist cuts through the mental clutter and allows you to focus on the most important decisions so you can protect yourself and your family.
Use this handy checklist to prioritize your time.
- Has your family welcomed any new children or grandchildren?
- Has anyone named as a fiduciary (successor trustee, agent, or health care agent) in your plan passed away this year?
- Have you gotten married?
- Has this year involved a divorce for you or any of your fiduciaries or beneficiaries?
- Have you changed your preference about who is listed as a trustee?
- Have you changed your preference about who is listed as an agent?
- Have you changed your preference about who is listed as a health care proxy?
- Do you want to change who’s appointed as your children’s guardian?
- Is there a pet caretaker you would like added or removed?
- Have you had a significant increase or decrease in your net worth?
- Have you changed jobs or purchased a business?
- Did you move to a new home?
- Did you sign your will or trust before 2013?
If the answer to any of these questions is “yes,” your estate plan requires our attention soon. As we head into 2019, start your year off on the right foot by taking a few moments to see what projects you should prioritize. Give us a call so we can discuss.