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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 […]


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 […]


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 […]


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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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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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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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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Estate Planning Strategies at 35 vs. 65

While estate planning is extremely important regardless of your age and finances, the strategies that you use can vary greatly depending upon those two factors. Whether you are just starting a family or nearing retirement, it’s important to understand how an estate plan can help to protect your assets and your wishes. Here’s what you […]

  • Posted on: Sep 29 2023
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Giving Early Employees Equity in Your Business: What All Founders Should Know

It can be an extremely exciting adventure to launch a start-up company. However, it’s not without its own share of struggles and important decisions. One very important decision is whether you should offer equity to early employees. This can often be considered a type of compensation and can help to attract and retain great candidates. […]

  • Posted on: Sep 29 2023
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