Circle of Trust Law

Circle of Trust Law California estate planning and related services featuring experienced legal guidance and a friendly and accommodating approach.

The Lovable Lawyer with Steve Gibbs, Esq. : Lovable Lawyer with Steve Gibbs, Esq.
12/11/2019

The Lovable Lawyer with Steve Gibbs, Esq. : Lovable Lawyer with Steve Gibbs, Esq.

We've touched in previous episodes on a few of the benefits of using a trust. Today's episode dives into this question with more depth, exploring the various reasons that trusts can be a superior planning tool vs. other methods such as POD and TOD accounts, and highlighting some of the great ways th...

The Lovable Lawyer with Steve Gibbs, Esq. : Lovable Lawyer with Steve Gibbs, Esq.
12/09/2019

The Lovable Lawyer with Steve Gibbs, Esq. : Lovable Lawyer with Steve Gibbs, Esq.

Today's podcast takes a look at the major estate planning concerns related to second marriages and blended families. Steve unpacks the most common kinds of concerns and give some real life examples from his practice.  Check out this great episode for some great insight that can help you or a loved ...

The Lovable Lawyer with Steve Gibbs, Esq. : Lovable Lawyer with Steve Gibbs, Esq.
12/05/2019

The Lovable Lawyer with Steve Gibbs, Esq. : Lovable Lawyer with Steve Gibbs, Esq.

Today's episode focuses on an issue that many planning attorneys tend to overlook and that is the role of life insurance in the overall estate planning process. Steve talks about the various common uses of life insurance and even offers insight into the various kinds of policies that can be used for...

The Lovable Lawyer with Steve Gibbs, Esq. : Lovable Lawyer with Steve Gibbs, Esq.
12/04/2019

The Lovable Lawyer with Steve Gibbs, Esq. : Lovable Lawyer with Steve Gibbs, Esq.

Today's episode five takes a look at the common tendency to want to take care of the family estate planning "bundle" of documents on line via based "self help" legal services.  While this option is increasingly attractive to many, there may be another side to the story.  The benefits AND potential...

Lovable Lawyer with Steve Gibbs, Esq. : Lovable Lawyer Podcast E4
12/03/2019

Lovable Lawyer with Steve Gibbs, Esq. : Lovable Lawyer Podcast E4

Today's Lovable Lawyer Podcast episode features a look into 2 high profile estates to illustrate what happens when either 1) improper estate planning is done; or 2) the "no plan" plan occurs by default.  In today's look, Steve first looks at the estate of the late Joseph Robbie to discuss improper ...

Back to the basics with a simple conversation to dispel the myths and reveal simple truths about what is estate planning...
12/02/2019

Back to the basics with a simple conversation to dispel the myths and reveal simple truths about what is estate planning...check out this great podcast Episode 3 of the Lovable Lawyer.

All right. Hello and welcome to the lovable lawyer podcast. Really excited to be with you guys for episode three and thought we'd jump right into some heavy duty knowledge this morning and talk about, you know, what exactly is a state planning, cause there are a lot of misnomers out there about what...

Kicking off the Lovable Lawyer Podcast with a great Episode 2 topic: Offense and Defense. Most achievers are focused o...
12/01/2019

Kicking off the Lovable Lawyer Podcast with a great Episode 2 topic: Offense and Defense. Most achievers are focused on a great offense and yet many lack a defensive plan of any kind. Today's discussion will focus on what having a defense plan means, why the lack of defense and what to do to get started.

All right. Hello and welcome to the lovable lawyer podcast, episode two. So excited to be with you guys and thinking about an episode two and was trying to come up with the right topic that kicks off. You know, really our entire podcast last week, episode one was our origin story and in my backgroun...

Address

27345 Ortega Highway, Suite 200
San Juan Capistrano, CA
92675

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+19492748784

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