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What Is Estate Planning?


by San Francisco Estate Planning Attorney No matter how large or how modest, everyone has an estate and something in common—you cannot take it with you when you die. To ensure that your wishes are carried out, you need to provide instructions stating whom you want to receive something of yours, what you want them […]

The Pros and Cons of Revocable Living Trusts


by San Francisco Estate Planning Attorney   A revocable living trust can be a powerful estate planning tool. Generally, a revocable living trust is a type of trust that can be cancelled at any time and the grantor of the trust is both the trustee and beneficiary (allowing for control of the trust’s assets).  With a revocable […]

What is a W-9 Form?

man reading a book

by San Francisco Estate Planning Attorney   There are many types of forms to complete as a business owner. Many of these forms tell the IRS when and if other forms need to be filled out, the type of payments that need to be applied, taxes that you should be withholding and more. A key […]

How to Choose a Successor Trustee for Your Living Trust


by San Francisco Estate Planning Attorney How should I choose the successor trustee for my living trust? Should I name more than one trustee for my trust?  One of the most important decisions you will make when you plan your estate is not “what” or “how” but “who.” Who will you choose as successor trustee […]

What is a “Nonprofit”?


The word “nonprofit”   The term “nonprofit” means different things to many different people. It’s a commonly used word without a common understanding between writer and reader. People often use the words “nonprofit” and “tax exempt” interchangeably. Congress has created almost three dozen types of tax-exempt organizations in different sections of the tax code.   […]

What is the “by” line in a contract signature block?


By your business attorney and San Jose Estate Planning attorney  For the contract signature block, you’d need to see the whole block because it could either be the place where you put the name of the entity or where you sign your personal name. Most of the time it’s a signature. For instance, let’s say […]

What Will Happen to My Hotmail Account When I Die?

Keeping Your Account Private Because Microsoft provides account access to the families and representatives of deceased account holders, you will have to plan ahead if you want to keep your account private after your death. Here are some options: Delete the account before you die. This is not always practical, but it works. Keep in mind […]

Should I Incorporate in California or Delaware?

Business owners often ask whether they should be incorporating in California (or their home state) or if they are better protected by incorporating in Delaware or some other jurisdiction. Their concerns are often focused on taxes, limitations on personal liability and governance of the corporation. However, for venture scale startups, the question may best be […]

The Convenient and Practical Features of a Delaware Corporation

If you’re in California and considering starting a company, you’ve probably heard by now why investors traditionally prefer the Delaware Corporation over a California Corporation. These reasons include, but are not limited to, a well-established legal precedent that makes disputes easier to resolve and corporate attorneys’ familiarity with Delaware corporate law, making VC deals easier to execute.  […]