You’ve worked hard to build your small business. If you plan on leaving it to someone else when you pass on, you’ll want to be certain the process of them inheriting your business will run smoothly. Ensuring your small business in California avoids the probate…
A living trust is a legal document that allows you to specify how your assets will be managed and distributed after your death and also during periods of incapacity. It is be a useful tool for avoiding probate, which is the legal process of transferring…
Not all adults are able to care for themselves or tend to their own needs. In California, a conservatorship may be established for adults who struggle with such tasks as: Obtaining food and shelter for themselves Responsibly handling their own finances Ensuring they receive proper…
Establishing a living trust is a highly effective way to protect the assets you may wish to leave to your family members and other such individuals when you pass on. With a living trust, your beneficiaries will receive their inheritances while avoiding the probate process….
Setting up a trust serves many purposes. Preserving your legacy and ensuring your loved ones (and other important people in your life) receive inheritances are two noteworthy examples. However, it’s important to consider certain factors when determining what type of trust to establish. For instance,…
You’ve worked hard to save and invest, take care of your family and yourself. Maybe you own a home or a business. Perhaps multiple real estate investments. Whatever you have, most people I speak with want to make sure they have a plan for their…