Parents who wish to establish a living trust need sound financial and legal advice and counsel. Living trusts are a hot topic for many parents these days. If you have children and want to set forth a financial foundation for their futures that protects them and their assets from bad...
Are You Prepared for the Great Wealth Transfer?
Are you aware of and/or prepared for the “Great Wealth Transfer?” What is the Great Wealth Transfer and how will this affect tax and estate planning in the months and years to come? The “baby boomers” (those born between 1946 and 1964) represent a substantial portion of the US population. ...
Estate Planning Helps Small Business Owners to Protect Their Business
Estate planning helps small business owners to protect their business and all of the hard work they’ve invested to build it. A small business owners estate plan should provide trust protection for their LLC, C Corporation, S Corporation or other business entity. Estate planning for small business owners can be...
2021 Trust and Estate Planning for Business Owners
Janathan Allen and Allen Barron Provide 2021 trust and estate planning for business owners.? You don't have to own real property or have substantial wealth in order to truly benefit from a well crafted trust.? If you own a small business and have a few bank accounts or even retirement...
Business Succession Planning to Ensure Success
Why should you consider business succession planning to ensure success for your company in San Diego or Southern California?? How does a business succession plan protect the ongoing operations of your business and the interests of your heirs and beneficiaries?? The primary objective of a business succession plan is to...