Legal

  • Estate Planning Basics, Part 1 of 2: Estate Planning Overview

    Estate planning isn’t only for the wealthy – preparing an estate plan is an essential step for people at all income levels. Anything that you own is part of your estate, regardless of the value of your assets. It’s worth the effort to design a plan so you can protect as much value as possible […]

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  • Starting a Business? Which Business Entity is Right for You?

    Small businesses are the backbone of the American economy, responsible for more than 44 percent of the country’s economic activity and two-thirds of all new jobs. Starting and growing a small business requires fortitude, flexibility, and good ideas about what your customers want and how to deliver it. Building a viable business requires a solid […]

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  • Unmarried Couples Buying Real Property Together Without Getting Burned

    There has been a rise in couples cohabitating and purchasing real property together before getting married. While California is a community property state, California Law does not recognize common law marriages, and unmarried individuals are generally not entitled to support following a breakup. I have had countless consultations with individuals who purchased real property with […]

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  • What’s the Difference between a Tax Levy and a Tax Lien?

    Many taxpayers are struggling to pay their taxes due to the coronavirus (COVID-19) pandemic If you fall behind on your taxes, the IRS may issue a tax levy or a tax lien on your property because you have a responsibility as a taxpayer to comply with tax laws. Knowing the difference between the two can […]

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  • Employees’ Medical Leave Rights Expanded in 2021: Employers of Five or More Employees May Now Be Obligated to Offer Leaves Where Once They Had Not

    There was a time when only employers of 50 or more employees were required to offer their employees up to 12 weeks per year of job-protected unpaid leaves with continuing group medical benefits, because of the employee’s serious health condition, to care for a family member with a serious health condition, or child bonding with […]

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  • A Tree Grows in Big Bear

    As the old saying goes, “you can’t pick your neighbors.”  In Southern California where property is a valuable commodity, it is common for adjoining properties to be close in proximity.  One issue that is relatively common due to the lack of significant distance between neighbors is the responsibilities of property owners when a tree is […]

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  • Protect Your Legacy and Gain Peace of Mind with a Proper Estate Plan

    You’ve likely heard a lot about estate planning, but do you know why it’s so important  both for you and for your family?  When it’s done right, estate planning is vital for peace of mind knowing that you have things planned out properly and that your family has what it needs should the unexpected occur. […]

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  • Estate Planning: Learning the Basics

    When it comes to estate planning, knowing what to do (and what not to do) is critical to your peace of mind and your family’s. The time of a loved one’s passing is a difficult and stressful for everyone. But a proper estate plan can help your family avoid time in court, maintain control of […]

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  • Estate Planning: The Perfect Gift for the Holiday Season

    As families gather for the holidays, it is traditional to offer gifts and celebrate the season together.  If you are trying to think of the perfect gift for your family this year, you might consider making an estate plan or taking other generous steps.  When you make a simple estate plan you ensure your family’s […]

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  • Can Your Heirs Challenge the Terms of Your Estate Plan?

    When you make your estate plan, you want to assume that the heirs and beneficiaries of your will or trust will accept the terms.  After all, those are your final wishes for distribution of your assets, and they should be respected. However, not all heirs are interested in your wishes, and instead focus on whether […]

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  • Business Planning Strategies in the Time of COVID

    If you are a business owner during this challenging time, you are not just worried about staying healthy, you also have to maintain the financial viability of your business. Some industries have been hit harder than others, but most businesses are facing some type of change in how they operate. There are a number of […]

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  • How Can You Include Your Pets in Your Estate Plan?

    Pet lovers making an estate plan often ask how they can provide for the future care of their pet. This is a natural question since a pet can be an important life companion, especially as people get older. If you want to provide for your pet after you are gone, there are ways to handle […]

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  • Does My Spouse Need a Separate Estate Plan?

    Married couples will usually make their estate plan together, especially if they hold most assets jointly and have the same goal to provide for their family’s future.  In that case, the surviving spouse would receive the majorityof assets as primary beneficiaryof a will or trust. This make sense especially if there are minor children to […]

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  • Does my Spouse Need a Separate Estate Plan?

    Married couples will usually make their estate plan together, especially if they hold most assets jointly and have the same goal to provide for their family’s future. In that case, the surviving spouse would receive the majority of assets as primary beneficiary and act as an executor of a will or co-trustee of a trust. […]

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  • What is a HIPAA Waiver and How Is it Changing During the Pandemic?

    HIPAA (Health Insurance Portability and Accountability Act) is the national privacy law that protects patient confidential information while under medical care and treatment. Typically, a patient’s medical records and information are kept strictly confidential, and any health provider that divulges that information to third parties without permission is subject to penalties. Specific HIPAA Waivers for […]

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  • Don’t Wait: Estate Planning Should be Completed Before an Emergency

    Estate planning isn’t all about your Will. You might think that estate planning primarily concerns what happens to your property and money after you die. Yes, those are important considerations, but estate planning also encompasses decisions that will be made while you are still alive. In the event that you are incapacitated due to severe […]

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