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Using Entities in Estate Planning

January 1, 2022 by Sara Ovando

More and more families own property, assets, and businesses together. Using an entity to govern operations provides stability by allowing continued operation upon the death of an owner. When the governing agreement and estate planning documents of a deceased owner conflict, unintended, potentially litigious, results occur. Read on to learn more.

Filed Under: business succession planning, Estate Planning, legal education Tagged With: attorney, client, consumer, Estate Planning, family entity, limited liability company, limited partnership, member, membership interest, operating agreement, partnership, partnership agreement

The Sky Isn’t Falling

January 1, 2022 by Sara Ovando

When we learned of the original provisions in the Build Back Better Act, many individuals panicked, rushing to complete Estate Planning or seeking to undo certain aspects of their estate plan. As the Build Back Better Act has evolved, many wondered if they should have waited before making significant changes to their estate plan. No matter what happens with the Build Back Better Act, an estate plan centered on long-term goals will serve you well. Read on to learn more.

Filed Under: Estate Planning, legal education Tagged With: attorney, Build Back Better Act, client, consumer, Estate Planning, House Ways and Means Committee, Internal Revenue Code

Practical Lessons in Drafting

January 1, 2022 by Sara Ovando

Individuals who undertake Estate Planning want to ensure that their plan works the way it’s intended. When clients neglect to consider Estate Planning on a regular basis, they set themselves up for failure. Waiting until an emergency arises almost guarantees that the plan will fail when needed the most. Estate Planning completed under duress can lead to unfavorable results. Read on to learn more.

Filed Under: Estate Planning, legal education Tagged With: attorney, audit, client, consumer, estate planning attorney, gift tax, limited liability company

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1800 E. Garry Avenue, Suite 116
Santa Ana, CA 92705

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Tuesday9:00 AM - 5:00 PM
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OVANDO BOWEN, LLP

Ovando Bowen, LLP
1800 E. Garry Avenue, Suite 116
Santa Ana, CA 92705
Phone: 949-490-4884
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Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

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