Monthly Archives: March 2015
An Advance Healthcare Directive enables California residents to authorize someone to make healthcare decisions on their behalf in the event they become disabled or incompetent. Join Bill and Rick to discuss why this estate planning document can benefit you, and how it enables both you and your family to move forward should the need arise.
Sponsor:
Devin Doherty – Doherty Real Estate Group
866.338.4677
devin@dohertyrealestategroup.com
http://bestorangecountyhomesearch.com
In order to protect yourself from transactions which occur during the course of your business, every contract you enter into on behalf of your business should be in writing in order to cement the terms of the contract in a form that is less susceptible to dispute. In this show, Bill and Rick discuss how you can be more assured of what you bargained for and therefore make yourself less likely to expose your assets to loss, should a “contrived” dispute arise.
Sponsor:
Rick Reigle
Edward Jones
949.249.8248
30110 Crowne Valley Pkwy
Suite #104
Laguna Hills, CA
The answer to whether or not the beneficiary of an estate has any say in the management of that estate depends on the document under which the beneficiary is to acquire rights in the decedent’s property (i.e. Living Trust versus a Will). Likewise, the say of a beneficiary in the management of Trust property will be different before and after the death of the Settlor of a Trust. In this show, Bill and Rick explore some of these distinctions and alert eligible beneficiaries about exactly what their expectations should be.
There are many scams that are ongoing in the small business asset protection world. Simply, there is much false information spread about concerning business credit issues and even so-called protection “policies” sold by non-licensed professionals. In this show, Bill and Rick explore both what asset protection means for small businesses, as well as what it should not mean. Once convinced you should employ asset protection tools for your business, and you should, learn how to ensure its proper adaptation to your particular business model and avoid the “oversell” scammers.
Sponsors:
Bill Pyott
New York Life
949.215.7078
wfphott@ft.newyorklife.com
Bill Bernard
WFB Legal Consulting, Inc.
949.413.6535 or 949.698.6222
bill@wfblegalconsulting.com
Even the most conscientious employer occasionally needs help from a lawyer. Although you can handle some employment matters on your own, a great many issues are particularly tricky and require legal expertise. Employment law can change rapidly. Courts and government agencies issue new opinions interpreting these laws every day, sometimes completely overturning what everyone thought the law meant. When you also factor in that lawsuits brought by former employees can end in huge damages awards against an employer, it’s easy to see why you should seek legal advice when you get in over your head. Join Bill and Rick to learn when and why you need a business employment lawyer on your side.
