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Stay informed with the latest developments in estate planning, wealth management, and business law
LLC vs. S Corp in California: What's Best for Your Startup?
Compare LLCs and S Corporations in California. Learn the key differences in taxation, liability protection, and compliance to make the best choice for your startup.
Lela Kelly
Attorney
Beyond Medical Care: Personal Benefits of Advance Directives
Discover how advance directives offer more than medical protection—they provide personal reflection, family harmony, and peace of mind while ensuring your wishes are respected.
Fighting Health Insurance Claim Denials: A Comprehensive Guide for 2025
Learn effective strategies to appeal denied health insurance claims in 2025. Discover how persistence and proper documentation can help overturn denials, especially for individuals with disabilities.
Generation Gaps in Retirement Planning: How Different Age Groups Approach Their Future
Discover how Baby Boomers, Gen X, Millennials, and Gen Z approach retirement planning differently, and learn valuable strategies from current retirees to secure your financial future.
Stress Awareness Month 2025: How Estate Planning Reduces Financial Anxiety
Discover how proactive estate planning can significantly reduce financial stress and anxiety. Learn actionable steps to take control of your future during Stress Awareness Month 2025.
How AI Tools Can Support Families Navigating Special Needs Care in 2025
Discover how artificial intelligence tools can help families caring for individuals with special needs manage scheduling, finances, documentation, and more.
Should I Convert My IRA to a Roth for My Disabled Child? 2025 Guide
Discover why converting a traditional IRA to a Roth IRA can provide significant tax advantages and financial security for your disabled child while preserving government benefits.
Helpful Tax Filing Tips for Individuals With Disabilities: 2025 Guide
Discover essential tax credits, deductions, and savings strategies for individuals with disabilities in 2025. Learn how ABLE accounts and other tools can improve financial well-being.
Congress Considering Full Repeal of Estate Tax in 2025: What You Need to Know
Learn about the proposed Death Tax Repeal Act of 2025, its implications for wealth transfer planning, and what steps you should take now to protect your assets.
How to Form an LLC in California (2025): Complete Step-by-Step Guide
Expert guide: Learn how to form a California LLC in 2025. Written by an attorney with step-by-step instructions, costs, and timeline. Save time and avoid common pitfalls.
How Estate Plans Can Help Family Members Avoid Legal Battles
Learn how a comprehensive estate plan can prevent family conflicts and legal disputes over inheritance, end-of-life care, and asset distribution.
How IRS Layoffs May Affect Your Taxes and Estate Planning in 2025
Learn how the 2025 IRS workforce reductions could impact your tax returns, estate planning, and wealth transfer strategies. Expert guidance on navigating potential delays.
Shannen Doherty's Estate Planning Amid Divorce: Lessons for Your Legacy
Learn how Shannen Doherty\'s estate planning during her divorce offers crucial lessons on protecting your assets and ensuring your wishes are honored, even in complex circumstances.
Transfer-On-Death Accounts: A Comprehensive Guide for Estate Planning in 2025
Learn how transfer-on-death accounts can simplify your estate planning in 2025. Discover benefits, limitations, and best practices for TOD designations.
Executive Succession Planning in California 2025: Building Leadership Continuity
Strategic guide to executive succession planning for California businesses in 2025, including leadership development, transition management, and regulatory compliance for C-suite transitions.
Charitable Remainder Trusts: "Test-Drive" Your Charitable Giving Before Making Long-Term Commitments
Discover how charitable remainder trusts offer a strategic approach to philanthropy, allowing you to support causes while maintaining income and the flexibility to evaluate charities before permanent commitment.
Digital Estate Planning in California 2025: A Complete Guide to Protecting Your Virtual Legacy
Comprehensive guide to digital estate planning in California for 2025. Learn expert strategies for protecting cryptocurrency, NFTs, social media accounts, and digital assets.
10 Essential Tips for Special Needs Planning in 2025
Discover 10 crucial strategies for special needs planning that protect government benefits while ensuring your loved one's financial security and quality of life.
Family Business Succession Planning in California 2025: A Comprehensive Guide
Expert guide to family business succession planning in California for 2025, including tax-efficient transfer strategies, legal considerations, and best practices for preserving family legacy.
Spring Cleaning for Your Estate Plan: Review and Revise in 2025
Learn why and how to update your estate plan in 2025. Our comprehensive guide covers life changes, financial shifts, and legal updates that necessitate revisions to your estate planning documents.
California Cyber Liability and Risk Management in 2025: A Complete Guide
Essential guide to managing cyber liability risks in California, including latest regulations, insurance requirements, and best practices for businesses facing digital threats in 2025.
California Estate Tax Planning 2025: A Complete Guide to Tax-Efficient Wealth Transfer
Discover the latest California estate tax planning strategies for 2025. Learn how to protect your wealth, minimize federal tax exposure, and leverage state-specific advantages for high-net-worth individuals in California.
Estate Planning for Natural Disasters: Protecting Your Legacy When Disaster Strikes
Learn how to disaster-proof your estate plan against wildfires, floods, and hurricanes. Discover document protection strategies and recovery options for lost estate planning documents.
California Privacy Laws 2025: Complete CCPA and CPRA Compliance Guide
Comprehensive guide to California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA) compliance in 2025, including latest requirements, best practices, and implementation strategies.
California Dynasty Trusts in 2025: Maximizing Multi-Generational Wealth Transfer
Comprehensive guide to dynasty trusts and wealth transfer strategies in California for 2025, including tax optimization, asset protection, and multi-generational planning techniques.
Wealth Building With Cryptocurrency: A Generational Divide in 2025
Explore how different generations approach cryptocurrency investments, the risks and opportunities for retirement planning, and essential considerations for digital asset estate planning.
The Critical Value of Working With an Estate Planning Attorney in 2025
Discover why partnering with an estate planning attorney is essential for protecting your legacy and loved ones. Expert guidance on creating comprehensive, legally sound estate plans.
California Business Tax Planning 2025: Strategies for Maximum Tax Efficiency
Expert guide to California business tax planning strategies for 2025, including state-specific deductions, credits, and compliance requirements for businesses operating in California.
California Investment Strategies 2025: Navigating Market Opportunities
Expert guide to investment opportunities in California for 2025, including market trends, tax considerations, and strategies for high-net-worth individuals and business owners.
Planning for Children and Adult Children With Special Needs: A Comprehensive Guide
Learn essential strategies for special needs planning, from financial security to creating support teams. Expert guidance on trusts, guardianship, and care options for your loved ones.
California Trust Administration 2025: A Comprehensive Guide for Trustees
Expert guide to trust administration in California for 2025, including trustee duties, legal requirements, and best practices for efficient estate management in today's digital age.
California Business Formation Guide 2025: Choosing the Right Entity Structure
Learn everything about forming a business in California in 2025, from entity selection to compliance requirements. Expert guidance on LLCs, corporations, and more.