Here we are, a month into 2020, and 12 years after a California court granted a conservatorship...
When Not All Your Kids Are In The Family Business
Owning your own business can be a great endeavor that takes a lot of passion and drive. Many small...
What Happens To Your Business If You Pass Away or Become Incapacitated?
Here's why all Small Business Owners Should Have a Plan In Place Preparing your company for your...
Your 5 Task Year-End Estate Planning To-Do List
2020 is fast approaching. As we all prepare for the holidays and a new year, it is important that...
Money Isn’t Everything in Estate Planning How to Pass Your Stories and Values to the Future Generations
Money may be the most talked about wealth contained within a person’s estate, but the riches of...
Want to Give the Kids an Early Inheritance? 4 Things to Consider
If you’re thinking about giving your children their inheritance early, you’re not alone. Studies...
Steps For Starting the End-of-Life Conversation
No one wants to discuss death and dying. And yet, it’s a critical time in everyone’s life and one...
Retirement Planning for Business Owners
For many employees, saving for retirement is usually a matter of simply participating in their...
The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both
According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other...
How to Leave Assets to Adult Children
When considering how to leave assets to adult children, the first step is to decide how much each...