What to Do When an Important Person in Your Business Life DiesAugust 21, 2023What are the crucial legal actions and other practical actions you must take when a person you have a significant…Read More
Is my AB Trust obsolete? Should I replace my AB Trust?August 7, 2023What is an AB Trust (also known as A-B, Trust, A/B Trust, or Bypass Trust)? AB trust explained. Should an…Read More
Top Seven Estate Planning Strategies to Guard Family HarmonyJuly 30, 2023How do I keep my family together after I’m gone? How do I protect my children’s inheritance? How do I…Read More
Income Tax Reduction Strategies for business owners, self-employed, and 1099 EarnersJune 2, 2023How can business owners, the self-employed, and 1099 earners save on income taxes? What are the top tax strategies for…Read More
Choosing Between Types of Business Structures For Tax and Liability ProtectionMarch 6, 2023What types of entities can California business owners choose for their businesses? What is a sole proprietorship? What is a…Read More
What is a California Private Retirement Plan (PRP)?January 3, 2023How does a Private Retirement Plan (PRP) protect assets from bankruptcy and lawsuits? Does a PRP require a trust administrator?…Read More
Strategies to Help Your Child Buy a HouseDecember 20, 2022How can I help my child buy their first home? What tax forms do I need if I give my…Read More
Do my spouse and I need a prenup or a postnup?November 23, 2022What is a postnuptial agreement in a marriage? Why a prenup or postnup can be crucial for Estate Planning, and…Read More
Creating Dynasty Trusts and a Mindset for Multi-Generational WealthNovember 10, 2022What is multi-generational estate planning? How can I ensure that the wealth I leave behind is protected for my children…Read More
How Does Divorce Affect Estate Planning in California?October 7, 2022What changes with Estate Planning after a divorce? Can my former spouse inherit my Estate? What happens if someone dies…Read More
California Intestate Succession: What If Someone Dies Without a Will?September 20, 2022What is California intestate succession? Do spouses and children automatically receive everything if there’s no Will? What should I do…Read More
Why and How to Use an LLC for Real Estate Investing in CaliforniaAugust 16, 2022Do I need to create an LLC to invest in real estate in California? Do I need an LLC to…Read More