revocable trust Tag

Everyone should have a will designating who they would like to receive their assets, following their demise. In California, however, a will may not be the most efficient testamentary instrument. Even if a California resident has a will, if they own more than $150,000 in...

While day-to-day activities of a business usually consume most of a business owner’s time, planning for how the business will be passed on is also important. With good planning and proper structuring, business succession can be accomplished, while simultaneously providing benefits to both business owners...

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