Client Alerts

Client Alert

Two ways charitable giving impacts your taxes

As you consider estate planning, you decide that one of your main goals is to leave much of your money to charity. It’s always been important to you, and you want to leave behind a legacy you can be proud of. At the same time, your goal is to reduce the amount of taxes you pay as much as possible. You want to do this legally, but you’re interested in […]

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Orange County Business Journal

Protecting Your Dream House: Using State of the Art Asset Protection

Mike’s lifelong dream of building his own house was about to come true. After years of searching, Mike found the perfect tear-down on an amazing lot with views to die for. He worked closely with an architect to design a show-stopping, LEED-certified house that would boast everything from a wine cellar to a sauna in the master bath. It even had the perfect reading spot for his favorite hammock. What […]

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Client Alert

Asset protections reduce risk for young businesses

Many people dream of opening their own businesses, but the smart ones realize there are a lot of risks in running one before they are overwhelmed. Mortgages on properties, debts to afford startup costs and outgoings for supplies can all take a toll on a young company. When a business includes even one asset or property, it’s time to protect it against these possible risks. No one wants cash flow […]

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Client Alert

Does your family business have an asset protection plan?

The vast majority of family businesses don’t have any kind of asset protection plan in place. This is unfortunate because without an asset protection plan set up, families, their life savings and the businesses that support them, are at risk of being destroyed in the event of a lawsuit. Whether the lawsuit is frivolous or not doesn’t seem to matter. Even a successful defense against a lawsuit could be costly […]

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Client Alert

Should I buy liability insurance as a part of my estate plan?

Imagine you’ve spent your entire life and career saving up for your future and your family’s future. Because of your hard work, sound investment choices and dedication to saving, you’ve amassed a considerable amount of wealth that you hope to pass on to your family through your estate plan one day. It’s important to realize, however, that all of your hard work and sacrifice could be wiped away in a […]

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Client Alert

What should your exit strategy be?

Part of being successful in business is knowing when to get out of the business. As such, having a solid exit strategy should be as much a priority for business owners as next year’s business plan. An exit strategy should include plans for how to minimize taxes when you actually sell the business. However, your tax minimization strategy may be different depending on who you sell the business to. Essentially, […]

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Orange County Business Journal

The Gender Gap in Retirement Planning

Despite all of the advances women have made in recent years when it comes to saving for retirement, women still lag behind men. Financial planners report that women often have a lower risk tolerance than men so they earn less on their investments. Women have a longer life expectancy and need more income to last through retirement. And generally speaking, women shoulder a disproportionate amount of responsibility caring for significant […]

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Client Alert

The many probate challenges of high value estates

Probate serves one primary purpose: to clearly define ownership of assets after a death. Within this purpose, the ideal is to provide an efficient and undisputed transfer of ownership. It is never as simple as handling a title or deed from one party to another. In truth, complex property requires complex transfers and a thorough review of pertinent laws. The legacy of James Brown is a clear example. Brown passed […]

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Client Alert

Common lawsuits that might threaten your business assets

Let’s face it, lawsuits have become incredibly common. New lawsuits pop up every day. Some are justified, and some are frivolous. But even the most frivolous lawsuit can cause businesses major time, effort and money–not to mention being a major headache. Even the savviest businesspeople face losing their assets to a lawsuit. In our increasingly litigious society, a lawsuit for the smallest issue could be just around the corner. These are some […]

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Client Alert

Could my husband walk away with half of my inheritance?

You and your husband tried to make your marriage work for as long as you could. But after several painful years, you are ready to divorce. There are several questions running through your mind about your children, your home and your finances. One of the most important financial questions that you will have to consider is what will happen to your inheritance. Many women in Silicon Valley who have received […]

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