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