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You are in Good Hands – or Are you? Why You Should Name Your Trust or LLC as an Additional Insured
We recently had a client tell us that her neighbors who own a home in the Pacific Palisades were told…
FinCen: New Reporting requirements are coming for certain transfers of Residential Real Estate
What is FinCen? FinCen is a bureau within the U.S. Department of the Treasury, tasked with safeguarding the U.S financial…
What I learned about transitioning an aging parent from home to a facility
I recently moved my mother from her home in the city where she lived for over 65 years, to an…
Refresh: Why It’s Time to Refresh Your Estate Plan—and Your Memory
When was the last time you looked at your estate plan? If your answer is “not since I signed it,”…
Why Parents Should Help Their Young Adult Children Create Powers of Attorney and a Will Planning Ahead is Smart, Loving, and Practical
Your child just turned 18. Maybe they’re headed off to college next month, starting a new job, or taking a…
Estate Planning After the One Big Beautiful Tax Bill: What Clients Need to Know
The passage of the “One Big Beautiful Tax Bill” (the OBBTB) this last week marks a seismic shift in the…
Entity Comparison Chart
Use this chart to quickly compare entity characteristics before you decide on an entity to protect your assets Sole…
Comparison of Revocable Trust vs. Will
Revocable Trust Will What is it? A legal document that places assets into a trust during the Trustmaker’s lifetime, managed…
How Business Owners Can Protect Their Legacy with Succession Planning
For business owners, a well-structured succession plan is essential for ensuring the long-term success of their company. Without a clear…