The When, Why, and How of Estate Planning Checkups Keeping your estate plan up-to-date is an important consideration and responsibility. While lots of people make an effort to create an estate plan, failing to make updates is all-too-common. There’s only so much you can do to ensure the longevity and…
If you have given thought to how you want to dispose of your assets in the event of your death, you could find yourself scratching your head and asking, “Do I need a will or do I need a trust? In fact, what are the main differences between wills and…
Does Your Family Need an Estate Plan? When you’re young and healthy, death is not something most people think about. In fact, many avoid thinking about it at all. That’s one of the reasons why estate planning doesn’t even cross their minds. Or if it does, they think they have…
A trust is a legal arrangement in which a person called a grantor transfers property to a person named a trustee for the benefit of a beneficiary. While seemingly complex, trusts can provide better communication and clarity with the estate planning process. They also provide for periodic transfers of wealth…
Setting up a revocable trust or irrevocable trust is an effective estate planning strategy. Trusts can help you avoid probate and maintain privacy in the allocation of your property. However, trust disputes threaten to use up valuable resources that you have reserved for your loved ones. At Business Estate &…
Being named as the executor for someone’s estate is a major responsibility and sometimes a major time commitment. In addition, it’s easy to make a mistake if you’re not careful or you don’t get professional help. To help you avoid making these mistakes, we have put together a list of…
When you’re handling an estate, the deadlines and tasks just keep coming. All the laws, paperwork, deadlines, and hassle can feel overwhelming. But there is professional help out there for you during this challenging time. At Business Estate & Tax Attorneys, P.C., we’re here to expertly guide you through the…
No matter how complex your estate is, or how much you own, it’s important that you manage it all properly. This is where estate planning comes in. Estate planning gives you complete control over what happens to your assets when you pass away, and it can prevent unnecessary stress for…
If you are starting a business, one of the most important issues you will need to determine is the legal and tax structure of the business. Perhaps you’ve heard about “S corp” as an option for structuring your business, but you may not be very familiar with what an S…
Perhaps you are considering starting a business in California. Unfortunately, setting up your business correctly requires more than just a smart idea and hard work. Forming a business in the Golden State is a legal process that often requires legal assistance to ensure that the business is set up properly…
