California business owners often have a tough time keeping afloat, especially in expensive cities like San Francisco. While owners may know what to do if their revenue drops, few think about addressing long-term success that outlives them. Creating an estate plan is a...
Month: August 2020
The best reasons to use an irrevocable trust
California residents who create irrevocable trusts are often ceding control of their assets to another person or entity. Generally speaking, this is only beneficial for those who are looking to minimize their state or federal estate tax liabilities. It may also be...