Short version: it’s about liability, ethics, and saving you money. Generative tools can draft just about anything these days—wills, trusts, deeds, LLC operating agreements, you name it. And while we appreciate the innovation (no offense to our robot friends), Filippi Law Firm, P.C. does not review, revise, or “bless” documents created by AI or downloaded…
As an estate and business planning law firm serving Rocklin, Roseville, and Granite Bay, we often address the intersection of estate planning and business compliance issues. One such requirement is the Beneficial Ownership Information (BOI) reporting mandate, introduced by the Corporate Transparency Act (CTA) and enforced by the Financial Crimes Enforcement Network (FinCEN). Whether you…
It is of paramount importance to California small business proprietors in Rocklin and Roseville to guarantee the longevity and ongoing prosperity of their enterprises. Nevertheless, the significance of business succession planning is frequently disregarded by entrepreneurs. Not only does a well-designed succession plan ensure the business’s future, but it also establishes a clear roadmap for…
Business succession planning is a critical component of comprehensive estate planning. For business owners, ensuring the seamless transfer of their enterprise is essential for preserving their legacy, securing their family’s financial future, and maintaining the business’s stability. This blog aims to delve into the nuances of business succession planning within the context of estate planning,…
