RECENT COVERAGE

Stu News Laguna | Schlau Rogers of Laguna Beach Concludes its Month-Long Clothing Drive in Support of Job Seekers | April 2018
Firm Newsletter | California Cannabis Business Counsel, Tom Yacko, Joins Schlau|Rogers in Orange County | February 2018
Firm Newsletter | Announcing Your Smarter Business Plan.™ | June 2017
Firm Newsletter | Announcing Your Smarter Estate Plan.™ | April 2017

RECENT INSIGHTS

Featured

Without a trust, probate is inevitable in California. That said, there are some probate alternatives. These alternatives to probate, if available, can transfer property in a decedent’s estate quicker and cheaper than a full, formal probate.

We Want to Keep Your Estate Planning Fees Low

Estate planning is often put on the back-burner. Sometimes people never get around to it. However, planning ahead is important because doing so can save you thousands and thousands of dollars.

Delaware or California: Choosing a Jurisdiction for Formation

If you're thinking about forming a limited liability company or you have already done so, you likely have asked yourself, "Should I form my limited liability company in Delaware or California?" The answer to this question is almost always "it depends," but understanding the basics of the analysis is helpful.

How to Protect Your Assets from Creditors with Estate Planning

What is asset protection and how can it protect me and my beneficiaries from the claims of creditors? Put simply, asset protection is positioning your property in such a way so it is not subject to the claims of plaintiffs in lawsuits.

Don't Let Your Retirement Account Get Cut in Half

Failing to make sure your estate planning is coordinated with your retirement planning can have serious adverse effects on your estate and its beneficiaries. At worst, you’re looking at a 50% excise tax staring you in the face.

Eligible Entities and "Check the Box" Treasury Regulations

California state law classification of a business entity is not always the same as the tax classification of an entity. Under the "check the box" treasury regulations, a business entity is classified either as a "per se" C-corporation or as an entity eligible to choose its tax classification (referred to as an eligible entity).

Choosing an Entity: Tax Considerations for California Businesses

The first step when forming a business is to decide what type of entity is the best form for the business. Which entity is the best form depends on structure, liability, management and tax considerations. This blog post will focus on tax considerations.

Estate Planning is Cheaper Than You Think

The cost of an estate plan is much lower than you think. Being a California resident, you likely know that it takes little more than a house with a mortgage and a checking account to to approach an estate value at more than $500,000.

Let's Talk

Name

First Name

Last Name

Email Address

Subject

Comment

We Respect Your Privacy

I have read and understood the Terms of Use and Privacy Policy provided herein.

What's New

Demand for wills and trusts is understandably surging. A deVere Group press release shows a 76% jump in demand in t… https://t.co/cOeg9sW6Xl
Apr 3, 2020, 10:02 AM
Alternatives to Probate in California https://t.co/x7tZJC4AAC
Mar 25, 2020, 8:07 AM
How to Protect Your Assets from Creditors with Estate Planning https://t.co/xSVakkRrJ9
Jun 20, 2018, 6:35 AM
Don't Let Your Retirement Account Get Cut in Half https://t.co/l47hfFcLxX
May 23, 2018, 4:09 PM
Choosing an Entity: Tax Considerations for California Businesses https://t.co/SkjFMu9gx7
May 22, 2018, 11:14 AM