Connect with us:

Call us today at (951) 445-4114   /  [email protected]

Latest Articles


Here’s your source for the latest articles from Shoup Legal.

Breaking Down the 2022 Proposed Tax Changes Regarding Grantor Trust Rules


Grantor trusts are a widely used strategy in estate planning. This strategy includes transferring your assets to a trust so that all of your assets and finances do not go…

Read More

Estate Planning Basics Part 3: Advance Healthcare Directive & Beneficiary Selection


Today we are continuing our discussion about estate planning, focusing on this article and the topics of Advance Healthcare Directive and Beneficiary Selection. Many families don’t understand the importance of…

Read More

Estate Planning Basics Part 2: An In-Depth Look at Wills, Trusts, and DPOA


In our previous article about estate planning, we looked at an overview of the most critical elements everyone needs to include in their estate plan. Today, we are breaking it…

Read More

Estate Planning Basics Part 1: Estate Planning Overview


Estate planning isn’t only for the wealthy – preparing an estate plan is an essential step for people at all income levels. Anything that you own is part of your…

Read More

Business Succession Planning Checklist – The 6 Step Guide


It doesn’t matter if your small business is just starting out or if it’s been around for years – you always need to think about the future. Business succession planning…

Read More

From Family to Financials: Shoup Legal’s Top 10 Estate Planning Tips for 2021 and Beyond


Proposed legislation in Washington DC means the federal tax climate is likely to change sooner rather than later, but that’s not the only reason you should be thinking about your…

Read More

Starting a Business? Which Business Entity is Right for You?


Small businesses are the backbone of the American economy, responsible for more than 44 percent of the country’s economic activity and two-thirds of all new jobs. Starting and growing a…

Read More

Almost Half of American Adults, 18 to 34, Have Been Motivated by COVID-19 to Begin Estate Planning


Here are Your Next Steps If the COVID-19 Pandemic and ensuing shutdowns taught us anything, it’s that life and our plans can change fast. In 2020, some of us learned,…

Read More

Properly Prepared Estate Plans Go Beyond Real Estate to Include Other Valuable Possessions


  When we think about Estate Planning, we usually focus on real estate, such as primary residences, vacation homes, and commercial property and how those assets get handled upon our…

Read More

Why Life Insurance Could Be Vital to Your Estate Planning Strategy


Life insurance policies are emerging as important estate planning tools, which is especially important with so much tax uncertainty for the future. While the status quo is likely for now,…

Read More

Major Tax Changes May Be Afoot: Is Your Small Business Ready?


There’s a new administration in Washington D.C. and you don’t need a crystal ball to realize major tax changes are on the horizon. The good news, relatively speaking, is that…

Read More

With Prop 19 in Effect, Possible Federal Tax Policy Changes Could Also Affect Your Estate Plans


There are potentially more new tax laws likely to affect Californians this year than Proposition 19, which we’ve covered extensively here in this blog and through a series of webinars….

Read More

Register below for instant access!









      Ready to Avoid Probate?
      Here’s How…


      Begin by watching our Estate Planning Workshop

      This recorded workshop is available for download 24/7 and will help you understand the basics of Estate Planning from the comfort of your home!  It will likely answer many of your questions, but feel free to contact us directly if you’d prefer to set an appointment.

      Topics include:

      • Wills and Trusts
      • Probate
      • Powers of Attorney
      • Advanced Medical Directives


      Register below for instant access!









          Search Shoup Legal