Estate Planning Blog

July 5, 2017

Legacy Planning: Leaving More to Your Loved Ones Than Money That Will Be Lost Quickly

The assets you leave to your loved ones can either be a source of relief or, sometimes, a source of panic if they don’t know how […]
July 4, 2017

Talking with Your Family About Your Estate Plan

Is it time to have “the talk” with your kids? We’re not talking about a “birds and bees” talk but one that is equally important, perhaps […]
June 8, 2017

What do I do about my professional corporation or partnership if I have a trust?

If you are a doctor, lawyer, accountant, or other licensed professional with your own business practice in California, you are certainly aware of the many rules […]
April 28, 2017

How to Use Estate Planning Strategies to Transfer Business Interests

  Planning for the transfer or liquidation of your business when you are ready to retire or when you die is just as important as the […]
April 25, 2017

For Estate Planning, There is No Fix –It-And-Forget-It

It’s hard to believe that people who spend a lifetime working hard to accumulate wealth spend little or no time planning for what will happen to […]
April 21, 2017

What We Can Learn From Downton Abbey About Estate Planning

Downton Abbey – the PBS drama about the fortunes and misfortunes of an aristocratic British family in the early 20th century that has taken American audiences […]
April 20, 2017

Retirement Plan Options for Small Business Owners

Creating an estate plan for your business is just as important as developing one for your personal assets. Part of estate/succession planning for business is planning […]
April 17, 2017

No More Reasons for Delay in Implementing These 5 Estate Planning Essentials

There is simply no reason for anyone to delay in implementing these five estate planning essentials: Will.  Look around you right now.  Everything you see has […]

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