Whether you’re a parent interested in leaving a lasting legacy for your children, a retiree looking to reduce your tax liability, or a business owner in need of assistance expanding your company, our free article library helps you better understand the steps you should take to ensure that you are prepared for whatever the future may hold. If you have any additional questions, we encourage you to contact our office to schedule a consultation.
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Buying and Selling a Business in California Many Buyers will require that a sale be structured as an Asset Purchase in order to avoid responsibility for prior liabilities or expenses of the business. -
Estate Planning for Parents The majority of American's die today with no Will, Trust or estate plan whatsoever. An 'estate plan' should include at least a Will and durable powers of attorney for both financial purposes and an Advance Health Care Directive. -
Using Restricted Stock to Transfer Shares to Key Employees and Family Members Many corporations seek to transfer shares to key employees or family members without requiring the recipient to pay for the shares. -
Business Formation/Entity Selection in California Careful consideration is needed to identify the best form of entity to own, operate or manage a business or an investment asset. -
Utilizing Asset Protection Trusts and Limited Liability Companies to Better Protect Your Assets Limited liability entities such as corporations, limited partnerships or limited liability companies are often the first step to protect your personal assets from liability or creditors. -
The Private Retirement Plan Is a Unique Asset Protection Alternative for Business Owners Private Retirement Plans are a flexible way to obtain greater asset protection under California law for valuable assets. Our estate planning attorney explains. -
Will You Outlive Your Retirement Funds? Here's a Possible Solution If you are worried about outliving your retirement savings, you should consider a Qualifying Longevity Annuity Contract. We explain how it works here. -
Estate Planning for S Corporation Stock Many small business owners establish S corporations because they provide the benefits of avoiding double taxation and protecting the owners against personal liability for the corporation. -
Is the IRA Inheritance Trust© Right for Your Family? Naming your children as contingent beneficiaries can preserve the ability to avoid a lump sum distribution and qualify for the deferral of income tax. -
Life Insurance Trusts Many clients are surprised to learn that life insurance is generally subject to estate tax. This surprise can be very costly for the surviving family members. -
Estate Planning Considerations in Divorce Read about the careful types of planning you should have before and during a marriage, in the case of a dissolution. -
Getting Married? Should You Consider a Prenuptial Agreement? Prenups are no longer just for wealthy couples. We explain why you might want to consider one if you are getting married in California.