If you have made the decision to stop delaying and create an estate plan, congratulations. You've taken a step that most people will never take and one which will greatly help you and your family. Now that you have made the choice, you can help your estate planning attorney a great deal by taking some time to get prepared for your first meeting. There are specific documents you can bring to your first meeting with your lawyer, as well as questions you can start thinking about now so your … [Read more...] about Getting Started in Estate Planning – The First Meeting with Your Attorney
Family Busines Planning
Sacramento State’s Summer Academy Steers High Schoolers toward the Farm
This summer, Sacramento State's College of Continuing Education will present Farm-to-Fork. This new Summer Academies series gives high school students exposure to farming careers while learning where our region’s food comes from, as well as how to encourage healthy communities. Sacramento community farmers, don't forget your farm plan – an invaluable tool in your estate planning arsenal. How the Farm-to-Fork initiative works Nicole Rogers is the head of the Farm-to-Fork initiative for the … [Read more...] about Sacramento State’s Summer Academy Steers High Schoolers toward the Farm
Asset Protection Planning: Should You Be Worried?
Common goals of many folks is to build up their estate assets so that they can live comfortably during the Golden Years and – hopefully — have a nest egg left to pass down to their children, grandchildren, and/or other loved ones. These goals could be threatened, however, if the hard earned assets are put at risk – and they could be at risk without you even realizing it. The best way to protect your assets, your future, and your loved ones is to include asset protection planning as a component … [Read more...] about Asset Protection Planning: Should You Be Worried?
What Is a Buy-Sell Agreement?
The process of estate planning can be a bit confusing for small business owners, especially if there are partners in the business. How would things play out after the passing of one partner? This type of situation is often addressed through the creation of a legal device called a buy-sell agreement. Let’s look at the details. Buy-Sell Agreements We will explain by way of example. For the purposes of our example, you are one of three partners in a small business. The business is quite … [Read more...] about What Is a Buy-Sell Agreement?
