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Does a Living Trust Protect My Home from Creditors or Lawsuits in California?

Posted by James Burns | Oct 04, 2023 | 0 Comments

Living trusts are often mistakenly touted as a way to protect your assets from creditors and lawsuits. However, it is important to understand that living trusts do not offer complete protection. In fact, in some cases, a living trust may actually make it easier for creditors to seize your assets. This article sets the record straight on the level of protection afforded by the living trust.

Can a buy-sell agreement be funded with cryptocurrency in California?

Posted by James Burns | Oct 02, 2023 | 0 Comments

A buy-sell agreement, also known as a shareholder agreement, is a legally binding contract between two or more business owners that outlines how ownership interests will be transferred in the event of certain events, such as death, disability, or voluntary withdrawal from the business. Buy-sell agreements can be funded with a variety of financial instruments, including cash, insurance, and loans. However, the question of whether or not cryptocurrency can be used to fund a buy-sell agreement is still relatively new and untested.

Navigating Severe Dementia: A Guide to Medicaid Eligibility in Orange County, California

Posted by James Burns | Sep 29, 2023 | 0 Comments

When a parent is diagnosed with severe dementia, it can be an emotionally and financially challenging time for adult children. The costs of long-term care or memory care, particularly in places like Orange County, California, can be staggering. However, there are strategies to help your parent become eligible for Medicaid (known as Medi-Cal in California) to alleviate the financial burden. In this blog, we will explore what to do if your parent is diagnosed with severe dementia and how to navigate the Medicaid eligibility process.

How private placement life insurance can assist in pre-immigration tax planning

Posted by James Burns | Sep 29, 2023 | 0 Comments

If you are planning to immigrate to the United States, you may be wondering how to reduce your tax burden. One way to do this is to use private placement life insurance (PPLI). PPLI is a type of life insurance policy that is designed for high-net-worth individuals and families. It offers several advantages over traditional life insurance, including tax benefits and greater investment flexibility.

Protecting Your Inheritance to your children from Divorce in California: A Guide for Children in Aliso Viejo, Laguna Niguel, and Newport Beach

Posted by James Burns | Sep 29, 2023 | 0 Comments

Inheriting assets can be a significant financial boon, but when divorce enters the picture, it can put your inheritance at risk. California is a community property state, which means that assets acquired during marriage are generally considered community property and may be subject to division in a divorce. However, with careful planning and consideration, you can take steps to protect your inheritance in the event of a divorce, especially if you reside in Aliso Viejo, Laguna Niguel, or Newport Beach. In this blog post, we will explore some essential strategies to safeguard your inheritance.

How an Aliso Viejo Resident Can Protect Their Assets with a Living Trust and Avoid Probate

Posted by James Burns | Sep 28, 2023 | 0 Comments

As an Aliso Viejo resident, you have worked hard to build your assets. You want to make sure that they are protected and distributed according to your wishes after you are gone. One of the best ways to protect your assets is to create a living trust. A living trust is a legal entity that holds assets on behalf of beneficiaries. When you create a living trust, you will transfer ownership of your assets to the trust. You can then serve as the trustee of the trust, which means that you will manage the assets on behalf of the beneficiaries.

What Happens to a Business's Lease and Contracts in Orange County, California, When the Owner Passes Away?

Posted by James Burns | Sep 19, 2023 | 0 Comments

In the picturesque landscape of Orange County, California, where business dreams often come true, entrepreneurs invest their time, effort, and resources into building successful ventures. However, life is unpredictable, and sometimes, business owners pass away unexpectedly. When this happens, it raises an important questions

Cloud Services Patents: Orange County Patent Trolls Suing Cloud Services for Patent Infringement

Posted by James Burns | Sep 17, 2023 | 0 Comments

Cloud services have become an essential part of many businesses' operations, but they are also a prime target for patent trolls. Patent trolls are companies that acquire patents with the sole intent of suing other companies for patent infringement. They often target companies that are using new and innovative technologies, such as cloud computing.

Championing Homeowners in Aliso Viejo: Resolving HOA Disputes

Posted by James Burns | Sep 13, 2023 | 0 Comments

Owning a home in the picturesque Orange County, California, is a dream come true for many. However, this dream can quickly turn into a nightmare when homeowners find themselves embroiled in disputes with their Homeowners' Association (HOA). In such challenging times, it's crucial to have a knowledgeable and empathetic advocate by your side to help navigate the complexities of HOA disputes. This blog is dedicated to homeowners in Orange County, shedding light on the common issues they face with HOAs and the various remedies and solutions available to protect their rights.

Patent Trolls: The Danger of Lower-Level Patent Lawsuits

Posted by James Burns | Sep 05, 2023 | 0 Comments

Patent trolls are companies that acquire patents with the sole intention of suing other businesses for infringement. They often target small businesses or startups that may not have the resources to defend themselves in court. The average patent lawsuit defense can cost $6,000,000 or more so the trolls are out to extort licensing settlements.

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