Many business owners think ownership transfer and management transition are the same. They often happen together, but they are not the same step. Knowing the difference helps you protect your business, your team and your plans. This matters in family-owned or...
Year: 2026
Protecting your family from business risk
As a business owner, you know that you will have to take risks. This risk may include simply seeking financing and taking out business loans. The future can be unpredictable, but you hope that your debt levels will be sustainable and allow the company to grow. One...
Where can you store your estate planning documents?
How you store your estate planning documents is critical. Preventing loss, damage and unauthorized access should be a priority. Besides, you don’t want your executor to go through complicated steps to access them during estate administration. Here is how you can store...
When a title insurance company denies a valid claim
Title insurance is a key component of many real estate transactions. Mortgage lenders typically require that buyers purchase lender policies. Most homeowners also acquire policies that protect their interest in the home. Title insurance companies, like other...
Who can benefit from funding a spendthrift trust?
Spendthrift trusts are very useful for those who have loved ones with less than stellar records of managing their money. But those are not the only beneficiaries for whom spendthrift trusts are useful vehicles. Read on to learn more about other reasons to fund a...
How can you avoid probate and keep your estate out of court?
Passing property to your loved ones should not be complicated, expensive or public, which is often the case when an estate passes through probate. This court-supervised process of transferring property after death remains the default path for many California families...
