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Tax, Estate Planning, and Small-Business Focused Resources

The pitfalls of an unplanned "Succession"

Posted by Kevin VandenBroeke | Feb 23, 2023 | 0 Comments

If you've been following along with HBO's "Succession," you're no stranger to the complex world of the mixing of business, politics, and family dynamics in a family business. While most small business owners wont have to deal with the hostile takeovers, internal power struggles, scandals, and per...

"Measure twice, cut once."

Posted by Kevin VandenBroeke | Feb 15, 2023 | 0 Comments

Or, as Grandpa was actually trying to teach me, make a plan and follow through. And when it comes to your financial affairs and personal responsibilities, having the proper estate plan in place is essential. Estate planning is important in California for several reasons, some of which are: ...

Questions to Ask When Hiring a Fiduciary

Posted by Kevin VandenBroeke | Sep 20, 2021 | 0 Comments

A comprehensive estate plan consists of several documents that accomplish three important things. First, they lay out your wishes for the handling of your money and property during life and at death. Second, they explain your medical wishes if you are no longer able to make them yourself or commu...

Handling Conflicts in Family-Owned Businesses

Posted by Kevin VandenBroeke | Sep 17, 2021 | 0 Comments

If you've veer owned or worked in a family-owned and operated business you're no stranger to the strange blending of personal and professional lives that can occur. While the time I spent working with my dad at the family restaurant and brewery certainly had some great moments (including meeting ...

Why Singles Should Worry about Estate Planning

Posted by Kevin VandenBroeke | Sep 13, 2021 | 0 Comments

If you're unmarried or not in a long-term relationship, you may feel overwhelmed when you think about who will step in and make decisions for you if you're not able. You may even have wondered who will receive your money and property when you die. While many consider parents or siblings to be tho...

Common Pitfalls in Family-Owned Businesses

Posted by Kevin VandenBroeke | Sep 07, 2021 | 0 Comments

Your family and your business are two of your top priorities. You would not do anything to compromise either of them. But working with family members in a family-owned business presents unique challenges that can cause lasting damage to both if not properly managed. Family-owned businesses are c...

Answering Common Questions of Senior Citizens

Posted by Kevin VandenBroeke | Aug 17, 2021 | 0 Comments

According to a study conducted by, the percentage of people aged fifty-five and older who have created a will has fallen from 60 percent to 44 percent since 2019.[1] Although creating or updating your estate plan may seem like a daunting task, proper planning can help address the conc...

Basis: What You Need to Know

Posted by Kevin VandenBroeke | Aug 16, 2021 | 0 Comments

“Basis” is a term used frequently in tax law. But for many, the term is unfamiliar and intimidating—perhaps something they feel is better left to a certified public accountant to worry about. Nevertheless, a basic understanding of the concept can be very helpful for understanding important estat...

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