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
The Fine Art of Disinheriting an HeirAugust 1, 2022How can you disinherit a child or other immediate family member in ways that will hold up to legal challenges…Read More
Why Retiring in California May Actually Be a Smart IdeaJuly 5, 2022Is it possible for me to retire in California? How much does it cost to retire in California? Is California…Read More
How to Choose a Successor Trustee for a Living TrustJune 27, 2022How should I choose the successor trustee for my living trust? Should I name more than one trustee for my…Read More
Investing In Cryptocurrency: The Hot Tax and Estate Planning IssuesJune 17, 2022An attorney discusses the legal, tax, and estate issues in cryptocurrency. How do you own cryptocurrency? How is cryptocurrency taxed?…Read More