As someone who has worked with many people to plan their estates, I’ve learned something important: having a trust is crucial for everyone, and here are 4 Reasons Why Every American Needs a Trust. 1. A Trust Keeps Your Things Organized A trust is like a big box where you can keep all your important…
Continue reading ›For business owners in California, the thought of transitioning their business may be daunting. Without a proper business succession plan in place, the future of their company, their hard work, and the livelihoods of their employees may be at risk. Failing to plan for this crucial step can lead to a lack of clarity, disputes…
Continue reading ›10 Reasons Why It’s Important to Have an Estate Plan Proper estate planning ensures that you control the distribution of your assets. It also protects your family, avoids taxes, and eliminates future controversies. Bottom line, it makes sure you have a trusted party to protect your affairs. If you want your loved ones and assets…
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