You know that one day you'll retire and leave that medical practice you started in Northern California. You'll have more time for fishing. Or traveling. Or playing with the grandkids.
The business steps doctors should take before retirement
Could your dog benefit from a pet trust in California?
We love our furry friends more than anything in the world, and as we grow older, they can become our primary companions in life. For this reason, many older California residents begin to worry about what will happen to their pets after they're gone, so they include their animals in their estate plans. Under California estate laws, you can set up a special pet trust that will provide funding for the care of your animal after you've died.
How to approach an unsolicited offer for your business
You've been hard at work on your business for years, with your nose buried in spreadsheets and inventory and hiring. Then, one day, you get a call that could change your life. Someone wants to buy your business.
Protecting children, preventing conflict
There are many reasons to set up an estate plan. It can help you reduce the tax burden of the estate, it can give you more say in how your money is used and it can help you leave specific assets to specific people -- just to name a few benefits.
Does your estate plan fit your current situation?
Have you looked at the true value of your assets recently? If your business has been growing or if your land has increased in value, the figures might surprise you.
