by Santiago Olivares | Aug 12, 2026 | Estate Planning, California, Business
If you own a business in California, your estate plan should address more than your personal assets. Your business may be one of the largest assets you own. A complete plan should consider who can manage the business if you become incapacitated. It should also address... 
by Santiago Olivares | Jun 23, 2026 | California, Usa, Living Trust, Living Will, tax, Business, Estate Planning
If you want to protect your family business, a will alone is usually not enough. Without a clear estate plan and business succession strategy, your company could face ownership disputes, probate delays, tax complications, or even closure after your death or... 
by Crista Hermance | May 27, 2026 | executor, beneficiary designations, Business, Trust
A joint bank account after death does not always work the way families expect in California. In many situations, the surviving account holder automatically keeps access to the account. However, inheritance disputes, probate concerns, trust conflicts, and family... 
by Crista Hermance | May 11, 2026 | Inheritance, Estate Planning, California, Transfer, beneficiary designations, Business, Trust
High net worth estate planning involves far more than creating a simple will or trust. Families in Ventura County and across Southern California often face unique risks involving real estate, taxes, business ownership, lawsuits, and generational wealth transfer.... 
by Crista Hermance | Jan 16, 2026 | California, illness, Professions, mistakes, trustee, Business, Estate Planning
California business owners who fail to plan for incapacity, death, or sudden emergencies risk court intervention, probate delays, forced business disruption, and family conflict. Proper estate planning helps Ventura and Southern California entrepreneurs protect their...
