Category Archives: Shows
The SECURE Act contains several provisions that significantly change the planning and administration of estates and trusts. You need to recognize the impact of the SECURE Act and be prepared for IRS interpretations, requirements, and pitfalls to avoid, when considering the objectives of your Living Trust.
Learn more in this episode of the Bottled Business Sense Show.
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Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222
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Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182
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The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.
WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group
https://bottledbusinesssenseshow.com A successor trustee is tasked with managing the assets in your trust. This responsibility only kicks in, however, once you can no longer effectively serve as your own trustee. A successor trustee will eventually transfer your assets to your beneficiaries but must fulfill certain fiduciary duties before doing so.
Learn more on episode of the Bottled Business Sense Show.
https://www.avvo.com/legal-guides/ugc/duties-of-a-successor-trustee-following-the-death-of-the-settlor
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Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222
Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182
The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.
WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group
California’s 15-day rule allows you to incorporate or form an LLC during the last 15 days of the year and avoid filing tax returns for the current tax year. Learn about this feature now before year’s end. It is posted on our site right now! A successor trustee is tasked with managing the assets in your trust. This responsibility only kicks in, however, once you can no longer effectively serve as your own trustee. A successor trustee will eventually transfer your assets to your beneficiaries but must fulfill certain fiduciary duties before doing so. Learn more on this episode of the Bottle Business Sense Show.
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Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222
Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182
The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.
WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group
Many entrepreneurs choose to structure their businesses as the ever-so-popular LLC (Limited Liability Company) or S Corporation. Business owners may struggle with the choice between the structures, but many times but don’t realize that the two aren’t mutually exclusive. It’s possible to have your cake and eat it too by forming an LLC and then electing S corporation status. Learn how and why this may benefit you on our next show.
https://bottledbusinesssenseshow.com/bottled-business-sense-show/
Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222
Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182
The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.
WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group
If you die without a will in California, your children will receive an “intestate share” of your property. The size of each child’s share depends on how many children you have and whether you are married. For children to inherit from you under the laws of intestacy, the state of California must consider them your children, legally. Learn more by watching this show.
Also view show at: https://bottledbusinesssenseshow.com/bottled-business-sense-show/
WFB Legal Consulting–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group
A trustee’s duty to provide information, such as an accounting, varies. Learn the pre-requisites and your rights as a beneficiary in this show.
https://bottledbusinesssenseshow.com/bottled-business-sense-show/
Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222
Lawyer for Business–BEST ASSET PROTECTION
Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182
The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.
Any estate, whether probated or administered by way of a Trust, may have creditors’ claims that must first be dealt with before proceeds can be dispersed. Learn how these claims originate and how these claims may be satisfied.
https://bottledbusinesssenseshow.com/bottled-business-sense-show/
Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222
Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182
The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.
