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The New Corporate Transparency Act – the Filing Requirements that You Need to Know if You Have a Corporation, Limited Liability Company (LLC) or Limited Partnership (LP)What you need to know about the New Corporate Transparency Act to avoid penalties. Click here to read more.
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Revocable Trusts: Preparing for Life’s UncertaintiesWho would manage your assets or health care if you become incapacitated due to injury, illness, or age-related conditions like dementia or Alzheimer’s?
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Estate Planning Tips for California Blended Families to Protect New Goals and Loved OnesLearn tips for blended families on identifying overall estate planning goals and concerns and identifying heirs to protect your new family and future.
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Rethinking the Transfer on Death Deed in California: 7 Reasons it can be ProblematicSome people think a transfer on death deed is an easy way to bypass a trust or will. Read our blog post on why you may want to rethink this strategy.
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Estate Planning for Digital Assets: What You Need to KnowLearn how to protect your digital assets and ensure a smooth transition in your estate plan by including online accounts and passwords for your executor.
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The Importance of Estate Planning for Blended Families in CaliforniaDiscover why estate planning is crucial for blended families in California, ensuring fair asset distribution and protecting your loved ones future.Click to read
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The Complex Estate of Matthew Perry: Navigating Wealth, Legacy, and TaxesLearn more about why the actor Matthew Perry's estate could be a complex matter and that advanced estate planning is so important. Click here to read more.
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Top 10 Estate Planning Checklist to Close Out 2023Click here to review our end of the year Estate Planning Checklist to make sure you are taking advantage of any legal and financial decisions that should be made.
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Top 10 Reasons to Notify your Trustees and Agents in your Estate Plan to Prevent Unauthorized IntrusionRead article to learn why it's important to let your successor trustee and agents know your plans to avoid third parties from trying to insert themselves into your estate.
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5 Potential Consequences of Not Funding Your Trust in CaliforniaDiscover the importance of funding your trust and the consequences if not done or completed properly. Click here to read more.
Offices in Carlsbad and Laguna Niguel
Carlsbad Office:
760-448-2220
Estates, Trusts, Asset Protection
& Business Planning Law Firm
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