You’ve probably heard a lot about creating a will and an estate plan. But perhaps you’re not quite sure what exactly an estate planning attorney can do for you. You might think planning starts and stops with drafting a last will and testament, but the truth is, an attorney in …
Read MoreLiving Will: Planning Now Could Spare Your Family Some Grief
My name is Alejandra Moreno from Casal and Moreno, and I’m an estate planning, guardianship, and probate attorney, and as part of my estate planning practice, I also focus on living will and other end of life matters. We had a couple. The husband did everything for his wife. He …
Read MoreCan My Business Survive without Me? Not Without a Business Succession Plan
The importance of a business succession plan: You’ve worked practically nonstop since starting your business to get to where you are today. The sacrifices you’ve made—sacrifices to your social life, mental well-being, and most likely your physical health—have been difficult, but they were totally worth it, right? If given a …
Read MoreForeign National Buying a Business in the U.S.: What to Consider
We’re helping clients—foreign nationals buying a business in the United States that are coming to a foreign country where they don’t have the knowledge that they have from their own country—navigate very complex tax and business laws in order to build the most efficient tax and legacy structure possible for …
Read MoreEstate Planning: Will You Leave Your Children’s Future to Chance?
Clients, when they are thinking about estate planning, their focus should be less on their inheritance and more on how they can take care of their kids if they are unable to. My name is Alexandra Moreno, and I am an estateship, guardianship, and probate attorney. Why You Need Estate …
Read MoreEstate Planning: Does It Matter If You Live Abroad?
In ordinary circumstances, estate planning is a critical step to take when considering how to protect your family and your property. In the event that you pass away, you want to know that your family will get what they deserve; that any business dealings you have will go the way you …
Read MoreEstate Planning Attorney: Without a Will, Who Will Raise My Children?
When you have children, nothing is more important than their well-being. In fact, for parents, creating a future that is secure and full of possibility for your children is practically your sole purpose. So how do you ensure that their future remains stable if you and your spouse die? Hiring …
Read MoreBreaking Down Buy-Sell Agreements
Buy-sell agreements are a term many business owners know about but often don’t consider for their business despite the fact that they should. If you are unfamiliar with it, Investopedia defines it as “an approach used by sole proprietorships, partnerships and closed corporations to divide the business share or interest of …
Read MoreKeeping it in the Family – Probate of a Will
Family-owned businesses are one of the frequent assets probate attorneys see in estate planning and probate of a will. It is wise when you create or adjust your estate plan that you lay out specific instructions if you are a business owner and continue managing the company past retirement age. …
Read MoreCommunication is Key in Estate Planning
The key to successful estate planning is communication from the outset. In planning, most distribute their wealth and assets equally to their heirs. Some, however, opt for unequal distribution. This typically occurs under certain circumstances such as an heir with a disability or an estranged son or daughter. If you …
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