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Where to Start When Transferring Your Business to Your Children

Transferring your business to your children is more than a financial decision; it’s a legacy choice. If you’ve decided to hand over the reins of a company you’ve nurtured to the next generation, you may be thinking about what it takes to ensure a smooth transition. Such a transition involves careful planning, understanding family dynamics, […]


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Ask the Attorney: Should I Leave Everything to My Spouse?

When planning your estate, you might be wondering whether leaving everything to your spouse is the best choice. It’s a common consideration, shaped by emotional considerations and practical needs. But this decision involves more than just expressing love and trust; it carries significant financial and legal implications. Have you thought about how this choice might […]


A young couple with their baby

Life Events That Call for an Update to Your Estate Plan

Estate planning is not a one-and-done task; it’s an ongoing process that should evolve with the changes in your life. It’s important to ensure your plan reflects your current circumstances and desires. There are significant life events that signal it’s time to revisit and update your estate plan for continued peace of mind and protection.  […]

  • Posted on: Jan 25 2024
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How to Avoid Unfair Trade Practices in Your Business

Maintaining ethical standards is paramount not only for legal compliance but also for building trust and long-term success. It’s extremely important to steer clear of unfair trade practices that can tarnish a company’s reputation and lead to legal consequences. Here are some effective strategies to help businesses avoid unfair trade practices and foster a culture […]


Business partners make an agreement to sell their business and shake hands with the purchaser

Legal Considerations When Buying or Selling a Business

Embarking on the journey of buying or selling a business in California can be complicated. Whether you’re a buyer looking to invest in a thriving venture or a seller ready to transition to a new chapter, understanding the legal considerations is paramount. Here are the key legal aspects that both buyers and sellers should carefully […]


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Maximizing Tax Benefits in Charitable Giving Through Estate Planning

Charitable giving holds immense potential not only to make a positive impact on causes you care about but also to optimize your estate’s tax implications. In California, incorporating strategic charitable planning into your estate plan can yield significant tax benefits. Here’s what to know about leveraging your estate plan to maximize tax advantages while supporting […]


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Why You Should Have an Incapacity Plan in Place

Estate planning is a comprehensive process that can encompass many things and extends beyond the distribution of assets after one’s passing. An often overlooked yet important component of one’s estate plan is planning for potential incapacity. Having an incapacity plan in place is essential for Californians; here’s why.  Preserve Your Decision-Making Authority While unpleasant to […]

  • Posted on: Dec 7 2023
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Business attorney sitting with client

Common Risks Small Businesses Can Face

Embarking on the journey of entrepreneurship is an exciting endeavor, but it comes with its fair share of challenges and risks. Small businesses in California, despite their agility and innovation, are not immune to legal pitfalls. Here’s what to know about common risks that small businesses may encounter and how partnering with a California business […]

  • Posted on: Dec 7 2023
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Person signing a contract

Why You Need an Attorney to Draft Your Business Contracts

Business contracts are like the rulebooks for agreements between companies. They help make sure everyone knows what’s expected. But making a good contract isn’t always easy. Having an attorney help can make sure businesses get it right and avoid problems down the road. The Complexity of Business Contracts Business contracts can be intricate, often containing […]

  • Posted on: Oct 19 2023
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client estate plan

Potentially Problematic Assets in Estate Planning

Estate planning is an essential process to ensure that one’s assets and wealth are distributed according to their wishes after they pass away. However, not all assets are straightforward to manage or distribute. Some can pose significant challenges due to their nature, ownership structure, or other unique characteristics. Recognizing and understanding these potentially problematic assets […]

  • Posted on: Oct 13 2023
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