Apr
1
8:30am 8:30am

Relocation of Irvine Offices

We are moving.....

Commencing on April 1, 2016, we will be moving our Irvine location to: 

4000 Barranca Parkway, Suite 250 Irvine, CA 92604

Our new location will provide us with room for growth and has accessible and free parking. We look forward to seeing you in our new space.   

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Responsible Parent's Night Out
Mar
23
6:00pm 6:00pm

Responsible Parent's Night Out

Are you and your family protected? 

Join us for an evening of education and insight into your options for wealth management and protection for your family. This will be a fun night out including drinks and appetizers. 

Email us for more information: pcv@pcvlawyer.com

Estate Planning

  • Trust vs. Will ( pros, pitfalls, how to fund a trust) 
  • Should your child's guardian and trustee be the same person
  • Special needs trust (Able accounts, independent living services)
  • Public Benefits (medicaid, SSI) 

Protection for you and Your Family

  • Life insurance needs
  • long term insurance
  • Other instruments available to fund a trust. 

Real Estate and Investments

  • Current market conditions. 
  • How to refinance your home when in a trust. 
  • Available products that will aid in funding a trust.  Reverse mortgage.  
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