Most US homeowners and business owners understand the importance of an estate plan; they just never seem to get around to completing the task. What do you need to know about a trust? Why are trusts a central component of any estate or business succession plan? A trust is a...
Episode 20 – Preparing a Company for Sale
In ABCast Episode 20 - Preparing a Company for Sale our founder, Janathan Allen, discusses all of the steps required to get ready to sell your business and the concepts and goals you should evaluate before you begin the process. What do you, the seller, want out of the transaction? ...
ABCast Episode 19 – Business Succession Planning
Episode 19 - Business Succession Planning focuses on one of the most important part of protecting an owner, member, partner, shareholder or investor in any company, and yet less than one in four businesses have a succession plan. In this insightful episode Jan establishes the purpose of a business plan:...
ABCast Episode 3 – Estate Planning and Trusts
We've released the latest episode of our podcast, ABCast Episode 3 - Estate Planning and Trusts. In this episode experienced San Diego estate planning and trust attorney Janathan Allen discusses many aspects of why the majority of San Diegans not only need an estate plan, they require a trust. What...
Review and Update Your San Diego Trust
There are many sound reasons to review and update your San Diego trust every three years or so. Laws change, lives change, people change, businesses change, the needs of spouses and families change. The estate planning and trust attorneys at Janathan L. Allen, APC and the accounting and tax professionals...
How Often Should You Adjust and Update Your Trust in San Diego
How often should you adjust and update your trust in San Diego? 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...
What Will Happen to Your Business if You Aren’t There to Run It?
What will happen to your business if you aren’t there to run it? What happens if you are seriously injured in an accident, incapacitated, suffer a serious illness or lose your life? It is so much more exciting to think about new growth opportunities for your business, or ways you...
Update Your Living Will or Trust – Provide Authorization for Online Assets to Executors and Trustees
One reason to update your living will or trust in San Diego is to ensure your trustee or executor has authority and electronic access to digital accounts and assets. When a person passes away, the deceased's assets are distributed pursuant to a trust or will (or according to the California...
When is an Irrevocable Trust a Sound Estate Planning Strategy?
When is an irrevocable trust a sound estate planning strategy in San Diego and Southern California? Estate taxes may be at an all-time relative low, but estate planning is still an important ingredient for all Californians - especially if you own a home. Trust planning allows your assets to pass...