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CALIFORNIA (650) 383-7663

SAN MATEO COUNTY: 855 Jefferson Avenue, #234, Redwood City, CA 94063

611 Gateway Blvd, South San Francisco, California

SANTA CLARA COUNTY: 3031 Tisch Way, 110 Plaza West, San Jose, CA 95128

MINNESOTA (651) 300-9505

445 Minnesota Street, Saint Paul, MN 55101

Estate Planning

ira 401k and annuity

Your Living Revocable trust holding your retirement assets. How can it be?

Section 401 of the Internal Revenue Code (including, but not limited to, profit sharing plans, money sharing plans, thrift plans,...

Prop 19: Good; Bad; Ugly

Proposition 19 has passed in California as revealed by the election results. GOOD: Great news for all homeowners who are...

THE IRREVOCABLE LIFE INSURANCE TRUST

Create an irrevocable trust for your life insurance proceeds to avoid your estate paying taxes

COVID-19: Time is of the essence for Estate Planning

Coronavirus has been all over the news—and with good reason. For some people, it can turn into a serious illness...

Your Cyber Legacy: 3 Tips for Your Digital Assets

There’s an entire category of commonly-overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets...

You as a Landlord and what you should consider for your asset protection and estate planning

Asset protection when you are a landlord

3 Asset Protection Tips You Can Use Now

Asset protection for your Rental property

How to Own your Real Estate

Transfer your primary residence to Trust, your vacation home to LLC. To finish the process, don't forget to fund your original living trust with LLC assets.

Retirement Account Basics for 2020

The COVID-19 pandemic has led to volatile markets, and your retirement account may have a much smaller balance than only...

Planning for your family’s education expenses

According to the National Center for Education Statistics, the cost for undergraduate tuition, fees, room, and board at public institutions...

“Small estate” in California allows you to avoid probate

There are many ways to avoid probate in California, and using the small estates law is one of them. This...

Can you reduce your taxes with a revocable trust?

Can you reduce your income taxes with a revocable trust?

Estate Planning Considerations for Restauranteurs

If you are a restaurant owner, like most other small business owners, you have many demands on your time. Your...

Nosy Neighbor Nellie Can Find Out About Your Probate. Really.

Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a...

18th birthday

Happy 18th Birthday! Now What?

Once you turn 18 you are considered a legal adult. Aside from purchasing alcohol, there is now very little you cannot legally do. Even though you may not feel any different, from a legal standpoint, a lot has changed.

Business Law

Why You Need an Employer Identification Number

There are many essential tasks to complete if you are thinking of forming a new business. An important but often...

Good News for PPP Recipients of $50,000 or Less: Simplified PPP Forgiveness Process

Following the first surge of COVID-19 cases in the United States, many businesses financially impacted by the pandemic have applied...

Considerations for Forming a Limited Liability Company for Real Estate

For individuals who own real estate, it is important to consider the best way to structure your ownership. When you...

Staying on Track: What Every Employer Should Know About Tracking a Remote Employee’s Time

The COVID-19 pandemic has ushered in a wave of new teleworkers. This shift in the way employers conduct business brings...

Four Things Business Owners Should Know about Trademark Infringement

Against the backdrop of globalization and the expansion of online business activity, trademark infringement is on the rise. Most elements...

Sample Term Sheet

Our Law Firm can lead your start-up from formation, internal structure setup, to financing. INVESTMENT AND BUSINESS BUILDING PROGRAM MAJOR...

Legal Issues to Consider Before Hiring

Despite the challenges facing many businesses, some companies are still experiencing growth. If your business is expanding, you may find...

You as a Landlord and what you should consider for your asset protection and estate planning

Asset protection when you are a landlord

3 Asset Protection Tips You Can Use Now

Asset protection for your Rental property

How to Own your Real Estate

Transfer your primary residence to Trust, your vacation home to LLC. To finish the process, don't forget to fund your original living trust with LLC assets.

Estate Planning Considerations for Restauranteurs

If you are a restaurant owner, like most other small business owners, you have many demands on your time. Your...

How to Protect Your Family When You and Your Spouse Work in the Same Business

You and your spouse live together, you work together, and chances are you spend a lot of your free time...

Online forms for Business formation

There is an array of free resources available for free floating on the internet. Many are actually great templates for...

ATTORNEY INSIGHT: WHY SMALL BUSINESS LAWSUITS ARISE

ATTORNEY INSIGHT: WHY SMALL BUSINESS LAWSUITS ARISE

Owning and operating a small business for many folks is a dream come true. However, our Lake Mary small business...

What’s the difference between TM, SM and ®?

Trademarks on T-shirts? Is there such a thing?