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 | 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...
by Christian Salgado | Oct 10, 2025 | Estate Planning
Part 5: Charitable Remainder and Lead Trusts Give and Receive: Using Charitable Trusts to Benefit Both Family and Charity Charitable giving is often framed as a one-way transaction – resources flowing from donor to nonprofit, with the primary benefit accruing to the...
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