The Estate Planning Checklist
Estate planning is not a one and done event. It's critical to create, and periodically update documents the communicate your wishes to your loved ones if you die or become incapacitated.That's why the estate planning attorneys at Rusconi, Foster and Thomas are offering this checklist:
By Jack Foley, Journalist BenitoLink
A $1.74 Million Judgement Against Dabo, Financial Advisor and San Benito County Board of Education President
After a five-year battle, a long time Hollister financial advisor must pay more than $1.7 million to the Community Foundation for San Benito County (CFFSBC), a judge in Hollister ruled Monday, November 13th. Mitchell J. Dabo did not show up for the highly anticipated court showdown over a lawsuit filed in 2015 by the foundation for damages resulting from missing trust fund money.
By Jeff W. Nunes, Esq. and Christen E. Gay, Associate
What's the difference between an LLC and an LP?
Limited Liability Company
A Limited Liability Company (LLC) is a business entity that utilizes the best practices of corporations and partnerships while avoiding many of their organizational restrictions. For example, an LLC combines the limited liability feature of a corporation with the pass-through taxation of a partnership.
By John C. Foster and Christen E. Gay
Your estate includes everything you own.
If “estate planning” sounds like something that is only necessary if you are wealthy or own real estate, think again. Contrary to popular belief, your estate includes everything you own. Therefore, if you would like a certain piece of personal property to go to specific person you should execute a will at the very least. Otherwise, the state will determine how your property is distributed at your passing.
Rusconi, Foster & Thomas, APC
We're located in Morgan Hill, California serving Santa Clara, San Benito, Santa Cruz, and Monterey Counties since 1956.