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Complimentary Guides

The Business Owner’s Guide to Death & Taxes

California is not known as a state to set up your business to avoid lawsuits, large tax burdens, and generally protecting your accumulated wealth. This can make planning your estate difficult – doubly so if you are having to consider business succession along with your estate plan. Fortunately, there are many steps you can take as a California entrepreneur to ensure your assets are safe and secure from taxes, creditors, and court judgments. This guide is intended to give you general advice on setting up and passing on your business as tax-efficiently as possible, and in a way that will ensure the continued success of your business.

The Business Owner’s Guide to Death & Taxes contains the following tips and insights regarding a:

  • Revocable Living Trust
  • Pour-Over Will
  • Financial Power of Attorney
  • And more!

To get your copy, fill out the form below. If you have questions after reading it, please contact the Law Offices of Tyler Q. Dahl here.

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Securing Your Legacy: How to Protect Your Personal and Professional Assets for the Next Generation

If you are a business owner, your estate plan should encompass both your personal and professional assets. While this approach can ensure that your loved ones and your company are protected when you’re no longer in the picture, it also makes estate planning more complicated due to matters like business succession and the need for specially-planned trusts.

Securing Your Legacy: How to Protect Your Personal and Professional Assets for the Next Generation contains the following tips and insights:

  • Recommended business planning tools
  • How different types of trusts can protect personal and company assets
  • Various tax-saving strategies
  • And much more!

To get your copy, fill out the form below. If you have questions after reading it, please contact the Law Offices of Tyler Q. Dahl here.

  • This field is for validation purposes and should be left unchanged.