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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...
Your company started off small but has expanded significantly over the years. As the business has spread its wings, you’ve started to enlist the help of other companies, such as suppliers, so that you are always able to meet demands. Usually, this process runs...
Creating an estate plan is a responsible step to take to help protect your loved ones when you pass away. Many people don’t realize that estate planning is about more than just planning for death. You can also use your estate plan to provide instructions and...
You already wrote an advance directive for your doctors. It tells them the type of care that you want. More importantly, It tells them about the type of care that you don’t want. If there’s ever a time when you can’t make these decisions due to injury or illness, the...
If you would like to protect sensitive information belonging to your business from getting into the wrong hands, a non-disclosure agreement (NDA) can help you achieve that. NDAs are legally enforceable contracts that create a confidentiality agreement between the...
Making your estate plans can be one of the most rewarding things you can do not only for yourself but for your family. The estate planning process typically involves totaling all your assets and setting instructions for how they should be divided. The first time you...
Estate planning is something that’s going to be needed by everyone eventually. Most people understand this, which is why the majority of people say that it’s important to have an estate plan. However, studies have also found that the majority of people do not have an...
Your company needs to know both state and federal employment laws to avoid mistakes that can damage its reputation or cost money. Complying with federal regulations won't be enough. California state laws offer more robust protections for employees than federal rules...
One of the most important documents to include in your estate plan in California is an Advance Health Care Directive. Actually, it’s wise for any adult to have in place, even if they’re not yet ready to develop a full estate plan. An Advance Health Care Directive...
Are you interested in ways that you can skip the probate process? Maybe you've been thinking about estate planning, and you just want things to happen as efficiently as possible. You also want to avoid any costs that could come along with probate. You're trying to...