Together, we build lasting wealth.Protecting your hard work, for the generations who come after you.
Enter the limited liability company, or LLC for short. Unlike a trust, an LLC is a real legal entity, and it can and does hold assets. Because it’s a separate entity, an LLC can put real separation between you personally and the property or business it holds....
One of the questions I get asked all the time goes something like this: “If I put my property in a trust, will that protect it from being taken away?” It is a good question, and a really common one. So let’s talk about it. But also note that there are probably lots of...
¡Hola a todos! Aquí hay una revisión muy rápida sobre qué es el tribunal testamentario: un proceso legal que tiene lugar después de que alguien fallece. Este es el proceso de nombrar a alguien como representante legal, reunir todos los bienes, pagar las deudas y...
I am writing this blog post to give a little more information about community property and separate property. These differences will explain why it is important to have a will or a trust in place. California is a community property state. This means that there are default rules imposed upon married couples in terms of their property and how it…
Entering the Estate Planning world can be overwhelming at times. Below I have outlined some ways to help you determine when you should be planning your estate. Asset Ownership: If you own assets such as real estate, investments, retirement accounts, or valuable personal property, an estate plan can help ensure these assets are distributed according to your wishes after your…
Hello all! Another post of mine has more information on what probate is, but here is a very quick review: Probate is a legal process that takes place after someone passes away. This is the process of appointing somebody to be the legal representative, gathering all the assets, paying any debts, and distributing the estate (if there is any to…
Hello – it has been a while. I just recently expanded my family, and this has kept me away. But I have also had quite a bit of time to think about estate planning and why it is important for my family. While it is scary to think about my impending death and planning for it, I know that it…
Cuando una persona se muere su propiedad no se transfiere a su familia automáticamente. Si la persona no hizo planes antes de morir o si el unico plan que hizo fue un Testamento sera necesario ir a Corte para transferir el título de la propiedad. Un juicio...
Cuando una persona se muere su propiedad no se transfiere a su familia automáticamente. Si la persona no hizo planes antes de morir o si el unico plan que hizo fue un Testamento sera necesario ir a Corte para transferir el título de la propiedad. Un juicio testamentario es el proceso mediante el cual el Tribunal/ La Corte transfiere formalmente…
As California opens back up and we return to a semi-normal existence ( I do not know that anything will ever be “normal” ever gain), I just wanted to take a moment to acknowledge that this past year has been interesting- to say the least. And for me it has been even a little more interesting, as I became a…
