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.

How to Bring Up Estate Planning During Holiday Gatherings

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…

Read More

December: The Best Time to Give Your Business a Head Start for 2022

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…

Read More

Who Will Be Affected by a Potential Tax Increase in 2022?

The proposed tax legislation is not yet passed, but if it does, it will take effect in 2022. President Biden has promised not to raise taxes on households that make…

Read More

The Estate Tax Exemption Could Be Changing in 2022: What to Know

The pending changes to estate tax and gift taxes are on the table right now. Starting January 1, 2022, your grantor trust and tax-free gift limitations may be changing. Right…

Read More

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

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