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One way to help ensure financial security for your family even after you pass away is to buy a significant life insurance policy. For high earners or wealthy families, life insurance policies could reach into the millions of dollars. These are very significant assets,...
In Beverly Hills, a trophy property can occupy an unusual place in a person's portfolio. A distinctive estate in a coveted neighborhood may have significant financial value, yet the reasons for owning it can extend well beyond potential appreciation. Privacy,...
A family business can bring people together, but planning for its future can raise difficult questions. Who should lead the company? Who should own it? Should family members have equal roles, even when their experience and goals differ? These questions can become more...
Most people with significant assets have read or heard about the “Great Wealth Transfer.” That’s the name commonly given to the estimated $124 trillion that Baby Boomers and those even older are projected to hand down to younger generations in the U.S. over the next...
When you own real estate in several states, your estate plan must account for the laws of each one, not just California. A Beverly Hills home, an out-of-state retreat and an investment property elsewhere can complicate more than travel. Knowing how multistate property...
Renting commercial space provides flexibility for business leaders. If a company fails or grows more rapidly than they expect, they can move on to a new location when the lease ends. They can also rely on the landlord to provide certain amenities, as well as...
When launching a new business, many entrepreneurs choose a limited liability company (LLC) because they want to separate their personal assets from business risks. LLCs are often promoted as a simple way to shield yourself from business-related lawsuits, debts and...
There are countless reasons why businesses evolve and change. Markets shift as consumer needs and tastes evolve over time. Changes in leadership and operational costs as well as new local competition can also make it necessary to pivot. Changing how a business...
Passing assets to someone you love should bring a sense of relief rather than worry. That concern is understandable, though, when the person set to inherit may not be ready to manage a large sum. A beneficiary might be young, facing debt, working through a difficult...
Multi-unit residential properties are often presented as stable, uncomplicated investment opportunities, but the reality is far more complex. What appears to be steady rental income and long-term appreciation can quickly unravel if hidden liabilities surface after...
