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For California Doctors: A Guide to Asset Protection, Tax & Estate Planning

For California Doctors teaches doctors how to efficiently practice so they can get more out of a medical practice. More specifically, For California Doctors will help doctors protect their personal and practice assets from lawsuits, taxes and bad investments while showing them the secrets to building wealth through the leverage of people, assets and effort.

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Giving: Philanthropy for Everyone

Why should I give to charity?
Don't I have to be wealthy to be a philanthropist?
How can I ensure that the charity will use my donations the way I want?
How do I calculate the value of my charitable donations for income tax purposes?

GIVING answers all of these questions and more. Whether you regularly engage in philanthropy or are just beginning to create a planned giving program, GIVING provides insights and information that you can put into practice now - with the help of your advisors - to ensure that your legacy thrives and remains strong, now and into the future.

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Generations: Planning Your Legacy

In this book, the reader gets the information anyone will need to develop correctly an estate plan for future generations.

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Strictly Business: Planning Strategies for Privately Owned Businesses

How do I start my own business?
What form should it take: corporation, partnership, LLC?
How do I bring family members into the business?
How do I recruit and motivate top employees?
How can I maximize my retirement savings through my business?
What do I need to do today to ensure that my business will continue if I become disabled or die?
What is my business worth?
How do I position my business for a sale?
What is the best way to pass the business and my other assets to my heirs, including those who are not active in my business?

Strictly Business answers all of these questions and more. Whether you own a business or are thinking about starting one, Strictly Business provides insights and information you can put into practice now—with the help of your advisors—to ensure that your business and your legacy thrive, now and into the future.

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Business Succession Planning
Strategies for California Estate Planners and Business Attorneys

 

 

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3636 Nobel Drive, Suite 450, San Diego, CA 92122 | Phone: 858-200-1900
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