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15 05, 2017

PLANNING FOR YOUR “DIGITAL ESTATE”

By | 2017-05-22T06:17:35+00:00 May 15th, 2017|Estate Planning, Succession Planning, Wills and Trusts|Comments Off on PLANNING FOR YOUR “DIGITAL ESTATE”

A few years ago, security software company McAfee, Inc. conducted a study which revealed that, on average, Americans have a “Digital Estate” worth more than $50,000.00.  At the time, these digital assets were at risk of being lost or otherwise inaccessible when the owner died or became incapacitated. On January 1, 2017, California became one [...]

28 04, 2017

Does Your Estate Plan Account for Your Incapacity? ​Benefits of a Durable Power of Attorney

By | 2017-05-04T08:28:22+00:00 April 28th, 2017|Estate Planning, living trust, Succession Planning, trust, Wills and Trusts|Comments Off on Does Your Estate Plan Account for Your Incapacity? ​Benefits of a Durable Power of Attorney

A frequently overlooked part of the estate planning process is deciding who will help you manage your financial affairs if you’re ever incapacitated and unable to manage them yourself. In reality, the likelihood of you needing someone to act on your behalf at some point in time is statistically quite high; accidents happen every day. [...]

21 12, 2015

Benefits of a Financial Power of Attorney

By | 2017-09-11T01:56:35+00:00 December 21st, 2015|Asset Protection, Estate Planning, Succession Planning|Comments Off on Benefits of a Financial Power of Attorney

Introduction Many of our estate planning clients have heard about a Financial Power of Attorney but are not clear as to why they should have one or how they might benefit from having this legal document. At the outset, it is important to consider, “Who takes care of my financial interests if I become incapacitated [...]

20 09, 2015

Using a Shareholder Agreement for Business Succession Planning

By | 2017-09-11T23:30:01+00:00 September 20th, 2015|Business Contracts, Business Law, Succession Planning|Comments Off on Using a Shareholder Agreement for Business Succession Planning

How can a Shareholder Agreement (also known as a buy/sell agreement) Aid You in Your Small Business Succession Planning? While small business owners are often focused on such issues as profit and loss, cash flow, and delivering their products or services to consumers, it is equally important to consider succession planning to prevent the sudden [...]

7 07, 2015

How do I Transfer Property to My Living Trust?

By | 2017-09-11T23:38:23+00:00 July 7th, 2015|Business Law, Estate Planning, Succession Planning|Comments Off on How do I Transfer Property to My Living Trust?

Now that you have made the initial decision to have a living trust prepared, you might be asking "How Do I Transfer Property to my Living Trust"? It is first important to understand that a trust itself is not a legal entity that can hold assets like a corporation. Instead, a trust is a contractual agreement [...]