Estate Planning Blog Articles

LLC stands for Limited Liability Company – a phrase that you’ve probably heard in the business industry but might not understand how it works. If you own a small business…

A trust is a key component of estate planning that is used to pass down assets to beneficiaries while avoiding probate and minimizing estate taxes. There are two kinds of…

Estate planning and retirement planning are essential for ensuring financial stability for you and your loved ones late in life. While both are equally important, they are quite different from…

Beginning on January 1, 2022, the new Medi-Cal benefits no longer have an asset rule that prohibits eligibility for older and disabled Californians who have more than $2,000 in the…

Many entrepreneurs talk about starting their own businesses. But there is a lot of value in buying an existing business and the challenge of growing a company created by someone…

Both an S Corp and a C Corp are corporations taxed under a different subsection. A C Corporation is a standard corporation. Also, an S Corporation has a special tax…

You are subject to limited liability protection when you register your business as a corporation. This means that if a person were to sue your business for wrongdoing, your personal…

A medical power of attorney is a legal contract that specifies who will make all of your medical decisions if you are not able to make them by yourself. This…

If you are a small business owner, you may worry about the money it costs to acquire, maintain and enforce intellectual property when you have limited dollars and want to…

Do you think it’s time to sell your business? You may be ready to think about selling but not sure where to start. It’s important to any business owner to…

As people come together for the holidays, the topic of estate planning may sound morbid or awkward to discuss. However, it is so important to have these conversations with your…

The end of the year is a time for organizing as many businesses meet with advisors and review the year. They look at the wins and losses from the year…