For a limited time only: Form a California LLC for free
While this reads like a bad ad on late-night TV it is actually true: In the wake of the pandemic the State of California wants
Klaus Gottlieb
September 13, 2022
Can a trust hold joint tenancy property in California?
In California, you cannot put property held in joint tenancy into a trust. If you do, the joint tenancy is automatically dissolved. This has been
Klaus Gottlieb
August 22, 2022
The California’s 529 college savings plan and estate planning
A 529 plan is a tax-advantaged investment vehicle designed to encourage saving for the future higher education expenses of a designated beneficiary. The name comes
Klaus Gottlieb
August 8, 2022
Business Interview Series – July 2022 – Chris Cucchiara – Regenesis360
Chris Cucchiara – Owner of ReGenesis360 Health Center in Pismo Beach, CA Thank you, Coach Chris! ReGenesis360 Health Center in Pismo Beach, CA
Klaus Gottlieb
July 27, 2022
Video: Estate Planning – The Procrastination Game
I recently had the pleasure of giving a talk to the Cayucos Rotary Club. They call themselves “The Little Club that can”. Indeed, there was
Klaus Gottlieb
July 23, 2022
2023 Trends – Most Californians need estate planning
I sometimes hear “I don’t think I need estate planning; I don’t have an estate”. It is true that smaller estates can avoid probate without
Klaus Gottlieb
June 28, 2022
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