by LM2 | Jul 23, 2024 | Business Ownership, Estate Planning |
Attention business owners and those with entities as part of their estate plan: We’re at the halfway point of the year, which means you only have a few months left to meet the deadline to file with FinCEN under the Corporate Transparency Act (CTA) or face hefty...
by LM2 | Jul 16, 2024 | Estate Planning, Insurance, Trusts |
When it comes to estate planning, life insurance trusts are like the Swiss Army knives of the financial world – versatile and useful, but often misunderstood. As a trust attorney in Torrance, I’ve helped numerous families navigate the complexities of these...
by LM2 | Jul 9, 2024 | Estate Planning, Trusts |
Let’s face it: we can’t always pick our family members. While we love our children unconditionally, their choice of spouse might sometimes leave us… shall we say, less than thrilled. It’s a tough pill to swallow, especially when you’re...
by LM2 | Jun 28, 2024 | Estate Planning |
Remember that old tale about mailing yourself a copy of an invention to secure the patent? For decades, this was passed down as sage advice, even though it held no legal weight. Well-intentioned family members and friends, or even advice found online, can often lead...
by LM2 | Jun 20, 2024 | Assets, Estate Planning, Wills |
In the golden years of our lives, we often form deep bonds with those who provide care and companionship. It’s not uncommon for individuals to develop a strong connection with a caregiver, a friend, or a neighbor who goes above and beyond to support them through...
