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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Getting Married? Should You Consider a Prenuptial Agreement?Prenups are no longer just for wealthy couples. We explain why you might want to consider one if you are getting married in California.
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How to Contest a Will or TrustMany estates struggle through years of probate or litigation because a valid estate plan was not in place.
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Laureate Planning - Planning for the High Net Worth ClientGoralka Law Firm (of Sacramento CA) provides sophisticated planning for a variety of high net worth clients.
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Preserve Your Estate with a Living TrustThe absence of a valid estate plan means the state will decide how to distribute your estate, and it may not be the desired heirs.
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Medi-Cal Protection Planning: Asset Protection for SeniorsWhen a person enters a nursing home or skilled nursing facility and cannot pay, then Medi-Cal is usually the source of funds for payment.