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One of the first steps that many people take when they decide to do estate planning is simply that they go through and make an inventory of everything that they own. You probably have a general idea of your assets, but it can be helpful to see if there’s anything that...
Every business faces the risk of legal liability and compliance issues. Having well-written policies and procedures helps to mitigate these risks. Not only do they guide employees and managers, but they can also help protect the business in case of a lawsuit or...
Most people understand the importance of creating a will. Better still, most people know the process of creating a will. However, it is not uncommon to ask what you should include in your will and what you shouldn’t. Well, you might be surprised to learn that not all...
Probate is a legal process your estate undergoes after you pass on. During this procedure, a court will validate your will and authorize your executor to distribute your estate to the right heirs and pay any debt or taxes your estate might owe. That being said, the...
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...
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...
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...
When you and your partner first incorporated your business, everything was going great for you both. Two happy marriages -- and success seemed imminent. Ten years down the road, your business is still booming. But your partner’s marriage has become both explosive and...
Thinking about what will happen to your hard-earned assets and other intimate belongings like family heirlooms can be very unsettling. However, death is inevitable. If you have a valid will at the time of your demise, all assets in your will shall go through probate....
When you create a trust as part of your estate plan, you get to decide how much discretion the trustee is actually going to get. In some cases, they get almost none at all. For instance, you may set up an educational trust fund with instructions that the money is only...