January Checklist

January Checklist: Start your New Year’s Resolution and get your affairs in order.  Now is a great time to get your business and personal affairs in order.  2018 is a good year to incorporate your business, set up your living trust, amend any legal documents, and get things in line for the future.  There are a number of changes to the tax laws which are being implemented which may affect you.  The smart thing to do is to reach out to your attorney, accountant, and financial adviser and ensure that your future is solid.  If documents need to change, or if legal advice is needed, we’re in your corner to ensure your goals are ready to be met in a legal and ethical manner.  We can refer you to our trusted professionals as well.

We can provide for you:

  • Incorporation Services
  • Will and/or Living Trust
  • Advance Health Care Directives
  • Durable Power of Attorney
  • Limited Liability Company Services
  • Trust Administration
  • Probate
  • Business Consulting
  • Legal document amendments

Estate planning consultations are free. Business-related consultations may be done on a flat rate basis or on an hourly fee which we would be happy to discuss with you at no cost.

Call today to set up an appointment: 626-597-7997 or 844-4-A-Legacy.

Originally published January 16, 2018 by Merrill A. Hanson. This is not legal advice, so do not rely on it for that purpose or any purpose. Seek out an attorney for your specific situation.

150 E. Meda Ave., Suite 200
Glendora, CA 91741

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