Is it time to update your estate plan or trust? How often should one revisit existing estate planning? What impact will taxation have upon your present and future finances and estate planning? Key Takeaways of Why This is a Good Time to Update Your Estate Plan or Trust: A lot...
How 99% of U.S. Business Owners can Protect Their Business
The U.S. Chamber of Commerce notes that over 99% of businesses in the United States are "small businesses." Did you know that 99% of U.S. business owners can protect their business through business succession and estate planning? Succession and estate planning help small business owners protect their business and all...
The New IRS Tax Bracket Changes for 2026
The cat is out of the proverbial bag as the new IRS tax bracket changes for 2026 have been published. The IRS has released the 2026 income tax brackets for U.S. taxpayers. How will this impact the tax picture of most Americans? Key Takeaways About the New IRS Tax Bracket...
How Often Should You Adjust and Update Your Trust in California
How often should you adjust and update your trust in California? Once an estate plan is generated and your trust(s) are established and funded, aren't you finished? The simple answer is no—life changes. Finances change. The behavior and needs of your heirs and beneficiaries change. The value of assets, investments,...
What is a Revocable Trust and Why Should You Have One
What is a revocable trust and why should you have one if you are a homeowner, a business owner, a licensed professional, have substantial investments, or are part of a blended family? A revocable trust is somewhat like a fortress that protects your intentions and interests while saving you and...
When to Use an Irrevocable Trust in Your Estate Plan
What is an irrevocable trust? It is important to know when to use an irrevocable trust as part of your estate plan. What is the difference between an irrevocable trust and a revocable trust? Key Takeaways of When to Use an Irrevocable Trust in Your Estate Plan: An irrevocable trust...
Estate Planning for a Blended Family
What are the essential elements of estate planning for a blended family here in San Diego or across California? According to the U.S. Census Bureau, almost 1 in 5 households in the United States involves a subsequent marriage for one or both of the parties, and children from a previous...
The Prudence of Estate Planning
The prudence of estate planning extends far beyond the question of “what happens to my money, assets, and belongings at the end of my life?” Estate planning facilitates shrewd planning and management of one’s life and resources, protects the interests and assets you’ve worked so hard to build, reduces the...
Succession Planning for Business Owners
What is succession planning for business owners? How does this affect the short and long-term interests of your company and its value? Why should you be concerned about succession planning if you own a business or a significant interest in an LLC, S-Corporation or C-Corporation? Key Takeaways about the Importance...