Estate Planning Blog From a Southern California Perspective

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What Happens to Your Business If You’re Gone Tomorrow? Here’s How to Protect It
Secure your business, protect your family, and preserve your legacy with an estate plan tailored for business owners. Learn how today.
FinCEN Beneficial Ownership Filing Requirements Paused
FinCEN ownership filings are paused due to ongoing litigation. Learn what this means for your business. Stay updated by reading our blog post.
Legal Battle Over Padres Ownership Highlights the Critical Need for Clear Succession Planning
Discover lessons in estate planning from the Padres' ownership dispute. Protect your legacy—contact us today for expert guidance
What is a Family Limited Partnership?
Discover how this versatile legal structure can help preserve & transfer family wealth and provide asset protection in San Diego & Orange County. Click here