Many small business owners do not have estate plans in place that address their business interests. It is important to update your plan to avoid issues.
Articles about Business Owners
When modifying your estate plan in order to Include a Corporate Trustee. Consider whether to appoint the trustee alone or with someone else.
Business Owners: Estate Plan Modifications to Consider in California. Call us at (714) 459-5481 for a consultation and further guidance.
Five Reasons to Modify Your California Trust after Starting a Business. Call our office today at (714) 459-5481 for a consultation.
If you own shares in an S-Corporation, it is important to update your estate plan. You may want to hold title to the shares in a trust.
Now that portability can preserve both spouses’ estate tax exemptions, credit shelter trusts are less common. There are still non-tax benefits to these trusts.