When you ponder your estate planning options, there are myriad investment strategies to consider. Some are more lucrative and volatile than others, which can add to your confusion. Unless you have spent the past few years living under a rock, you have certainly heard...
When a loved one passes, it is important to be sure that their friends and family follow the decedent's correct will. This legal document determines who inherits what, as well as any other last wishes of the deceased. A potential beneficiary can contest a will if they...
The mature jacaranda tree that sat just on your side of the property boundary may have been why you bought your house. The love that people have for trees can affect where they live or how much they pay for a property. Not only do trees add visual appeal to your...
The use of trusts has grown in popularity in recent years. Testators use this estate planning tool to minimize tax obligations and gain better control over their assets' distribution. One type of these that is popular among testators is an incentive trust. Its owner...
The birth of a baby is a new start and a very exciting, if exhausting, time for new parents. While you are likely to focus on the immediate needs of your child and the near future, bringing new life into the world is a good time to think about the long-term future as...
A non-compete agreement can be a very valuable tool for your business. It allows you to train workers in how to do the job well and to give them access to all of your important information without worrying that they’re just going to turn around and start their own...
You want your heirs and trust beneficiaries to have the easiest time accessing their funds after you pass. Therefore, you want to appoint a trustee who will follow your instructions. But what if your beneficiaries want to remove the trustee? Can they do that? In some...
Some businesses have closely held trade secrets that they must protect. It’s imperative that they take the proper steps to do this. Having people who have access to those trade secrets sign a nondisclosure agreement may help to do this. There are many considerations...
Almost everyone in California knows that it's important to have an estate plan, but most people do not know everything a plan can do. This can have consequences for the testator and their family. Not only can you cost your heirs unnecessary time and money with help...
If getting wed for a second time, you need to take great care with your estate planning. Failing to do so could result in you leaving assets to the wrong people when you die. Update your estate plan anytime there is a significant life event When you end your first...
