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Asset Protection

Asset Protection Planning has been utilized for decades. Business persons have always had concerns over the exposure of…
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Liability Protection – Estate Planning

Just a few words here about asset protection. For purposes of inside creditors, the LLC and the Corporation…
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Business Entities – California Estate Planning

Business Entities Selecting the appropriate form of business entity is the threshold step in the business planning process…
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Charitable Trusts – California Estate Planning

The Concept of Giving Many individuals have philanthropic desires and are very much enamored with various charitable and…
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Irrevocable Trusts – California Estate Planning

Irrevocable trusts are created by the maker of the trust, who is called the trustor, grantor or settlor.…
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Estate, Gift And Generation Skipping Taxes

The United States has taxed the estate of decedents since 1916. The Gift Tax came into effect in…
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What Happens On The Death Of A Loved One?

When a loved one dies, you must contact the Social Security office and inform them of the death…
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Why Would Someone Change Beneficiary Designations?

Beneficiary proceeds, such as those from a life insurance policy, are intended to be available immediately upon death…
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With A Trust, Do I Lose Control Of My Assets?

No. You keep full control. You can continue to do everything you could do before, including buying and…
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Basic Estate Planning

Wills and Other Ancillary Documents Basic estate planning will suffice for a very simple asset situation but it…