The hit HBO series “Succession” offers more than just high-stakes drama and complex family dynamics; it provides viewers with a compelling glimpse into the intricate world of wealth, power, and…

Why Your Business Needs a Thorough, Specific Succession Plan Business succession planning for family-owned businesses in California is not just beneficial – it’s essential. As the owner of a business,…

When it comes to your estate plan, think! Don’t do what Aretha Franklin did and leave your heirs (or potential heirs) battling it out in court over handwritten wills. After…

As we step into a new year, this is the perfect time to reflect on our goals and aspirations, not just for ourselves but for the well-being of our loved…

Most of us don’t have to worry about what to do with our $12 billion-dollar fortunes, although it’s certainly fun to dream about it. Most would probably consider giving a…

Small business owners often focus on the day-to-day operations of their company, dedicating their time and energy to making it successful. However, one aspect that shouldn’t be overlooked is estate…

Avoiding Probate When considering the management and distribution of an estate, the term ‘probate’ often emerges. Probate is a legal process of administering the estate of a deceased person, resolving…

We rely on Taylor Swift for fun, upbeat music, entertainment via the tabloids, and perhaps a few lessons on dating in the twenty-first century. But can we rely on her…

  A living trust is a legal document that allows individuals to place their assets and property into a trust during their lifetime. In California, this document serves as an…

The holidays are a time for family togetherness, good food, and fond memories. However, it can also present opportunities for important yet sensitive conversations about the future. Discussing estate planning…