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Latest Blogs
Rewarding Employees: Selling Your Business Through an MBO or ESOP
If you prefer the idea of transferring your business to longtime, trusted employees who have contributed to the company’s success over the years, there are two options to consider: a management buyout (MBO) and an employee stock ownership plan (ESOP).
Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate
A comprehensive estate plan is also meant to positively impact your life by planning for and providing necessary protections while you are still around to reap the benefits.
Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners
If you and your partner choose not to marry, you must have an estate plan tailored to your individual situation. Without an estate plan, your partner generally has no legal authority to make decisions for you if you become injured or incapacitated (unable to manage your own affairs) or to inherit from you when you pass away.
Wondering Whether You Need to Update Your Estate Plan? You Do. Here Is Why.
Since creating your estate plan, have you thought about updating it? If you are like most people, probably not.
When Is an Estate Subject to State Death Taxes?
State-level estate and inheritance taxes (often referred to collectively as death taxes) can significantly impact how much ultimately passes to a person’s loved ones, making it essential to understand state death tax rules when creating a comprehensive estate plan.
Planning for Yourself While Caring for Someone with a Disability
Most of us have been on a plane and heard the preflight safety instructions that include some version of the oxygen mask principle: Secure your own mask before assisting others.
The Overlooked Risk in Every Estate Plan: Disability
Disability is often treated as a remote possibility, something that happens to other people. Yet one of the most persistent blind spots in planning conversations is disability risk. Disability is
Estate Planning When a Family Member Has a Disability
Many famous figures have argued that how a society treats its most vulnerable members is a measure of its humanity and moral character. As Mahatma Gandhi famously observed, a society
Stress Test Your Estate Plan
You do not need to spend countless hours worrying about your estate plan. Just ask yourself nine simple questions to stress test your plan and determine whether it is time for an update.
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1551 N. Tustin Ave.
Suite # 650
Santa Ana, CA 92705