In Episode 4 of our ABCast Podcast Janathan Allen discusses transactional planning. There were several interesting insights on transactional planning which can help to understand the need for transactional planning. In the episode, Jan describes the process of transactional planning in this way: The first step of transactional planning is...
Why Should You Consider Transactional Planning in San Diego
Why should you consider transactional planning in San Diego? What is the best way to protect your assets while minimizing tax exposure? Transactional planning is described by our partner, Janathan Allen, as an “integrative plan which organizes an individual’s tangible or intangible assets into a structure which mitigates risk and...
ABCast Episode 4 – Transactional Planning
The latest episode of ABCast "Transactional Planning" has dropped and is available for you to listen to and enjoy. In Episode 4 - Transactional Planning Jan discusses the concepts of transactional planning and provides some specific examples of how transactional planning not only protects your assets but minimizes tax exposures...
A Simple Will is Not Enough for Most in San Diego
It may surprise you to learn a simple will is not enough for most in San Diego. Some people think that since they have a will all of their assets will be distributed according to their wishes as a simple transaction. Unfortunately, things are rarely that simple and wills are...