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...
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...
by Evan Ferini | Jun 1, 2026 | Business
For many family-owned businesses in California, electing S corporation status is one of the most important tax decisions they can make. An S corporation allows profits to pass through directly to the shareholders and be taxed only once at the individual level,...
by Christian Salgado | Apr 1, 2026 | Estate Planning
Trust accounting issues can arise far earlier than most trustees expect. A trustee does not need years of experience, a long administration, or complicated assets for this question to surface. In many cases, it comes up in the first year of administration, sometimes...
by Christian Salgado | Nov 15, 2025 | Estate Planning
Part 10: Planning Your Giving Strategy Your Giving Blueprint: A Step-by-Step Guide to Getting Started Over the course of this series, we’ve explored the heart and strategy behind charitable giving, from foundational principles to advanced planning tools. We’ve...
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