Whether you’re a parent interested in leaving a lasting legacy for your children, a retiree looking to reduce your tax liability, or a business owner in need of assistance expanding your company, our free article library helps you better understand the steps you should take to ensure that you are prepared for whatever the future may hold. If you have any additional questions, we encourage you to contact our office to schedule a consultation.
- Page 5
-
Estate Planning for ParentsThe majority of American's die today with no Will, Trust or estate plan whatsoever. An 'estate plan' should include at least a Will and durable powers of attorney for both financial purposes and an Advance Health Care Directive.
-
The Goralka Law Firm Newsletter August 2021In this issue: Ride for a Cause, Tax Reform, Wine Down Wednesday and more.
-
The Goralka Law Firm Newsletter July 2021In this issue: Britney's Sad Song - A Lesson and Warning for us All, Pending Tax Law Changes, Recipe of the Month.
-
Using Restricted Stock to Transfer Shares to Key Employees and Family MembersMany corporations seek to transfer shares to key employees or family members without requiring the recipient to pay for the shares.
-
Business Formation/Entity Selection in CaliforniaCareful consideration is needed to identify the best form of entity to own, operate or manage a business or an investment asset.
-
Utilizing Asset Protection Trusts and Limited Liability Companies to Better Protect Your AssetsLimited liability entities such as corporations, limited partnerships or limited liability companies are often the first step to protect your personal assets from liability or creditors.
-
The Private Retirement Plan Is a Unique Asset Protection Alternative for Business OwnersPrivate Retirement Plans are a flexible way to obtain greater asset protection under California law for valuable assets. Our estate planning attorney explains.
-
Will You Outlive Your Retirement Funds? Here's a Possible SolutionIf you are worried about outliving your retirement savings, you should consider a Qualifying Longevity Annuity Contract. We explain how it works here.
-
Estate Planning for S Corporation StockMany small business owners establish S corporations because they provide the benefits of avoiding double taxation and protecting the owners against personal liability for the corporation.
-
Is the IRA Inheritance Trust© Right for Your Family?Naming your children as contingent beneficiaries can preserve the ability to avoid a lump sum distribution and qualify for the deferral of income tax.
-
Life Insurance TrustsMany clients are surprised to learn that life insurance is generally subject to estate tax. This surprise can be very costly for the surviving family members.
-
Estate Planning Considerations in DivorceRead about the careful types of planning you should have before and during a marriage, in the case of a dissolution.