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The Intersection of Estate Planning and Business Ownership

The Intersection of Estate Planning and Business Ownership

by Sara Ferini | Sep 1, 2026 | Business, Estate Planning

You started a business and formed an entity, like a partnership, an LLC, or a corporation, to protect yourself from certain types of liability exposure related to your business endeavors—great! However, you might not have thought about the benefits of going one step...
Why Your CPA, Financial Advisor, Insurance Professional, and Estate Planning Attorney Should Be Talking to Each Other

Why Your CPA, Financial Advisor, Insurance Professional, and Estate Planning Attorney Should Be Talking to Each Other

by Christian Salgado | Aug 1, 2026 | Estate Planning

Having Good Advisors Is Not the Same as Having a Plan Most people assume that if they have a CPA, a financial advisor, an insurance professional, and an estate planning attorney, they have a comprehensive plan. In many cases, what they actually have is a collection of...

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2550 Professional Parkway
Santa Maria, CA 93455
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  • Alex Simas
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  • Diana Alcala
  • Kelly Stone
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  • Jazmine Killian
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  • Roxanna Vazquez-Calderon
  • Yasameen Mohajer

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