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5 Life Estate Problems You Must Keep In Mind

5 Life Estate Problems You Must Keep In Mind

When you are a homeowner and have a family, no matter what happens, you always want to take care of them. One way to do so is to pass your home to your children once you pass away. It is important to realize that transferring your home's ownership rights to someone...

Top Estate Planning Tips for Talking with Elderly Parents

Top Estate Planning Tips for Talking with Elderly Parents

Estate planning includes the legal process of creating a plan or drafting appropriate legal documents for the purpose of ensuring  the proper management, preservation, allocation and distribution of  a person’s assets in the event of incapacity or death. For an...

Why A Spendthrift Clause could Protect Your Beneficiaries

Why A Spendthrift Clause could Protect Your Beneficiaries

Just like every meaningful idea that came into existence, the Spendthrift Clause was birthed by the need to protect beneficiaries from themselves and others. What do we mean by that? Well, as a Grantor/Settlor, you reserve the right to provide an inheritance and a...

The Case for Disability And Early Retirement

The Case for Disability And Early Retirement

It seems like we spend all our lives planning for retirement, but when the time comes, we realize that making the right choice at the right time is far more complicated than expected. In order to plan effectively, there are several factors to consider. First, do you...

5 Ways Startups Can Improve Cash-Flow Management

5 Ways Startups Can Improve Cash-Flow Management

Although cash is the lifeblood that sustains every business, far too many entrepreneurs don’t have a proper handle on their cash flow. And this is despite the fact that statistics consistently show that running out of money is one of the primary reasons startups fold....

False Security: Is Your Will Legally Valid?

False Security: Is Your Will Legally Valid?

A last will and testament can ensure your wishes are respected when you die. But if your will isn’t legally valid, those wishes might not actually be carried out, and instead the laws of “intestate succession” would apply, meaning that the state decides who gets your...

Money Talk: How Much Will You Share With Your Kids (and When)?

Money Talk: How Much Will You Share With Your Kids (and When)?

In many families, money still is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when it comes to affluent parents. And, we hope to change it because one of the most important things you can do is talk to your...

Time to Operate as a Real Business!

Time to Operate as a Real Business!

With the passage of AB5 in California (the new law that imposes significant risk on employers who mischaracterize employees as independent contractors), and the potentiality for that same law to be applied across the United States, you may be considering incorporating...