When you hire a new employee, you invest time, money, and training into them. You teach them the ins and outs of the business, and they adopt the company culture, process, and some intimate knowledge. You hope they never leave, but you’ll want to be protected if they...
Month: October 2022
The advantages and disadvantages of joint trusts
Many people make a trust to ensure responsible parties handle their assets. Per California law, a trust is valid if the settlor establishes it and if said trust involves property and a beneficiary. Though you can establish a trust alone, you could consider sharing it...
When should you update an estate plan?
Your estate plan tells your loved ones what you want to happen with your assets when you pass away. It also sets up the plan for what happens if you become incapacitated. Many adults don’t realize that creating an estate plan isn’t a one-time deal. If you’re one of...