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Key Takeaways Business succession planning in California protects your company from probate, family disputes, and forced sale at death or disability. Your LLC operating agreement, corporate bylaws, or partnership agreement must address what happens to your ownership interest, or a court will decide. Funding a living trust with your business interests keeps the...

13 September, 2026

Summer is here, and while you're soaking up those California rays, your business might be sending you some not-so-subtle signals. Perhaps you began as a solo consultant and are now fielding calls from potential investors. Maybe that side hustle has grown into something that's keeping you up at night, not...

30 June, 2025

What Happens to Your Business When You're Gone? As a California business owner, you've poured your heart, soul, and countless hours into building your enterprise. Yet, amid the daily demands of running your company, have you considered what would happen to your business if you suddenly weren't there to lead it?...

22 April, 2025

In 2000, California enacted new legislation authorizing non-lawyers to prepare legal documents for people performing their own legal work. Recognizing an important opportunity to make straightforward legal matters like Living Trusts and Divorce affordable to more people, Tom and Sue Goehring became licensed Legal Document Preparers and opened the Dublin office in 2003. And...

09 December, 2021

This is one year we’d all like to put behind us. We want our lives back. With vaccines now in distribution, we can start to fantasize about a life beyond the coronavirus. We can look forward to ballgames and concerts, parades and family gatherings. To weddings and graduations that we...

16 December, 2020

Jane Matthews built a successful business as a video and movie script writer while homeschooling her nine-year-old autistic daughter and shuttling her 15-year-old son to his accelerated science classes at the local college. Her husband’s sales job means that he travels frequently and is unavailable for day-to-day help with the...

24 February, 2020

I recently came across David Brooks’s column in The New York Times asking his readers to define their purpose in life. While many were overachievers with lofty themes about changing the world, others found fulfillment in simply living and creating small, happy lives. I have always wanted to be kind One story...

24 February, 2020

Small business owners may be looking forward to a tax break in the new year. The GOP tax plan was hastily engineered and rolled out to benefit big corporations--not small business owners. Now a 20% deduction is available to entrepreneurs—but there are limits. You may qualify for the break if...

21 November, 2018