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February 2020 Archives

Questions to ask when passing a business to your family

Your company has thrived over the course of your life, and you want to leave it to your family. You want your children to have the financial security that it provides. You're also just proud of what you built, and you don't want to shut it all down just because it's time to retire.

You must consider your finances when you start a family

Starting a family is not a financial decision. You do it because you love your spouse, you love the idea of having kids, you have always wanted to be a parent or for some other variation on this theme. Maybe it's always been a life goal of yours to have kids. You're at that stage in your life and you want children; you didn't just ask yourself if it was financially feasible.


Newport Beach Office
1101 Dove Street,
Suite 200
Newport Beach, CA 92660

Phone: 949-945-0415
Fax: 949-945-0197
Map & Directions

Rancho Mirage Office
71-650 Sahara Road
Suite 2
Rancho Mirage, CA 92270

Phone: 760-776-2283
Map & Directions

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