Author Archives: BBS Show
Whether property is funded into a trust is primarily a matter of intent. With every comprehensive estate plan you should include not only an “Assignment of Personal Property,” which explicitly states that all personal property is intended to be funded into the trust, but also instructions as to how all other types of estate assets should be transferred into your trust. In this show, Bill and Rick discuss how each asset “type” is funded and what you should have prepared to ensure that end.
Some employers discipline their employees by docking their pay or putting them on unpaid suspension for violating workplace rules. However, such a policy can create big problems if the employee whose pay is reduced is exempt from such suspensions because he or she is paid on a salary basis and generally exercises a certain degree of responsibility and discretion in doing the job. In this show, Bill and Rick discuss when salary deductions are applicable and how unpaid suspension exceptions apply.
Are You Social Selling Your Business?
Social Media isn’t just for kids anymore. It’s a powerful strategy for every small business owner and entrepreneur. It’s no longer an option. It’s a way to attract talent and customers, help you sell your products and ideas, and establish your credibility and authority in your market space. Experts refer to it as Social Selling your business.
If you connect with your target market using social media to promote your product or service, you’re Social Selling. Join Rick & Bill and learn 3 simple tips to help you leverage the power of social selling your business.
Arbitration is a method to resolve disputes outside of court. Often times it is contract-based. Did you know that many times employers make job offers contingent upon signing such agreements? Have you wondered whether an employee is required to sign an arbitration agreement? Do you know the difference between binding and non-binding arbitration? Join Bill and Rick for a discussion about arbitration agreements generally, as well as how they relate to the employer-employee relationship.
Sponsor:
Steve Smith
GrowthSource Coaching
steve@growthsourcecoaching.com
949.951.9163
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.
