For most California small business owners, the number one source of anxiety isn't a massive lawsuit; it's the monthly struggle to keep the lights on. Cash flow —the constant, unrelenting need to ensure more money is coming in than going out—is the single greatest predictor of survival or failure. In California's volatile economic climate, where inflation remains sticky and legislative changes are constant, cash flow isn't just a finance issue; it's a legal imperative . Poor c

A dementia diagnosis is a life-changing event. As families grapple with emotional and medical complexities, they often face another immense challenge: taking control of their loved one's finances. Dementia progressively impairs the cognitive functions required for sound financial judgment—tasks like balancing a checkbook, spotting a scam, or tracking monthly bills become overwhelming. For a person who has managed their own money for decades, losing this independence can be de

Estate planning when co-owning assets with a non-spouse requires careful consideration to ensure your wishes are honored and to avoid future disputes. This is particularly important for co-owned businesses or real property , as your share won't automatically pass to your co-owner upon your death unless legally specified. 1. Understanding the Co-Ownership Structure The first step is determining how you co-own the asset, as this dictates what happens to your share upon your

Aging Baby Boomers are a major force behind the phenomenon known as the "Great Wealth Transfer," the largest intergenerational wealth...

Make arrangements to manage and protect your property. Leaving your home country is a significant life event, made even more complex and...

It's important to understand when tax issues become relevant in estate planning. Revocable living trusts are cornerstones of many robust...

Yes, life insurance is an excellent and often indispensable estate planning strategy for a wide range of individuals, from those with...

Despite the taboo of planning for your mortality, not having a plan is actually what's most harmful. In America, about two-thirds of...

High costs and a complex regulatory environment bring broader economic pressures for California business owners. For small business...

Inheriting property can stir up a whirlwind of emotions. The situation takes a unique turn when that property is a timeshare you find...

A warm moment shared between a father and his adult son, highlighting the trust and responsibility often seen in family trustee roles....

In estate planning, the durable power of attorney (DPOA) is often a hidden gem. This critical legal document can bring peace of mind and...

Losing a loved one is one of life's toughest challenges. When that person dies without a will, trust or any type of succession planning,...

Losing a loved one is always challenging, and dealing with their estate can add to the stress. A common question in this difficult time...

Without an estate plan, families could face many challenges such as high fees, probate processes, family conflicts, and stress.

Common estate planning questions answered. What is an estate plan? Trust or will? What is a trust? What if I die without an estate plan?

Before letting yourself get overwhelmed with complex estate planning decisions like transferring your property into trusts, dividing...