With proper, legitimate tax and business planning strategy, you can and should hold onto the money you worked very hard to earn. Estate Planning can be simple or complicated, depending on the complexity of your family circumstance and/or business structure. Many small business owners try to lower their costs with self-prepared documents, and the results have been less than idea when put into practice.
Understanding, recognizing, and taking advantage of Corporation related benefits including personal asset protection, tax flexibility, enhanced credibility, and brand protection. At the time of it's inception, Rich had a well established 26 year estate and tax planning practice in Carlsbad, California.
Understanding, recognizing, and taking advantage of Corporation related benefits including personal asset protection, tax flexibility, enhanced credibility, and brand protection. At the time of it's inception, Rich had a well established 26 year estate and tax planning practice in Carlsbad, California.
Services
Business Wealth & Tax Strategies
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We work very hard every day to provide for our families and grow our business assets for the future. Across Southern California, Legacy Legal provides sophisticated legal and tax advice to private business owners, charity executive directors, and other executive professionals. From planning to execution, there are many strategies that will reduce and/or eradicate federal and states income taxes.
Executive & Personal Estate Planning
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As a business owner or executive, you have a responsibility to your employees and clients to maintain business continuity as part of your legacy, if something, god forbid, should happen to you. Estate Planning can be simple or complicated, depending on the complexity of your family circumstance and/or business structure.
Incorporation & Corporate Entity Formation
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Entrepreneurs and Self-Employed professionals do not want to learn "the hard way" when understanding the need to protect yourself legally. We've been asked time and again from personal clients, "Should I form a corporation to protect me and my assets". Forming a California corporation or a limited liability company (LLC) can prove to be extremely valuable.
Probate & Trust Litigation
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When you're looking to transfer property, understanding tax and legal limitations related to property value and property type is critical. From cars to unpaid wages, property contained in living trusts, or life insurance, you may be able to transfer property without the support of the courts. Life Insurance is one the best ways to transfer wealth upon death.
IRS Representation
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Taxes and tax law contain some of the most complex statutes in the United States. Hiring a qualified tax attorney means you're maintaining an advantage in knowledge when working with your IRS Auditor. When you're faced with an IRS Audit, you may feel like your world is "crashing down".
A great tax attorney will relieve the super-high stress and burden of Auditor phone calls, questioning, and other harassing events so you can continue your daily routine.For many individuals, hiring a tax attorney to communicate and negotiate on your behalf can remove hours of stress, fear, and headache from your already busy every day.
A great tax attorney will relieve the super-high stress and burden of Auditor phone calls, questioning, and other harassing events so you can continue your daily routine.For many individuals, hiring a tax attorney to communicate and negotiate on your behalf can remove hours of stress, fear, and headache from your already busy every day.
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