YOUR LIFELONG TRUSTED ADVISOR
When you own a business, you need to include it in your estate plan. Not including it means that the business could be passed on to a beneficiary that you didn't designate after your death. It could be sold or run in a way that you would not have approved of.When...
Your family business is likely more than one thing. It could be a mainstay of your family throughout generations, a source of income and employment, a place of fulfillment for multiple family members and more.As the owner of your California company, bar, restaurant,...
Owning a small business is an emotional experience. The blood, sweat and tears you put into keeping your company afloat over an entire career create a bond that can make letting go difficult. If you are looking to pass on the business to the next generation, there are...
