Our firm often receives inquiries about important issues that are related to our real estate practice, but aren’t exactly real estate matters. With these matters, we have only been able to provide limited assistance.
For instance, it is not uncommon for clients to ask how they can limit their liability and protect their investment properties and assets from lawsuits by others. There are a number of legal options and strategies that property owners may utilize to put themselves in the best position in the event of a lawsuit. In response to the growing number of inquiries and to offer comprehensive advice and services regarding these and other issues, we are pleased to announce our association with Barth Calderon, LLP and Barth Financial Advisors, LLC. Through this association, we will now be able to help our clients with other important issues, including the following:
❑ Asset Protection ❑ Entity Formation (LLCs) ❑ Estate Planning (Wills & Trusts) ❑ Transferring Property & Tax Planning ❑ Business Entity Formation ❑ Business Succession & Exit Planning ❑ Retirement Income Planning ❑ Disability Income Protection ❑ Long-Term Care Insurance ❑ 401k Planning & Risk Management ❑ Life Insurance Planning ❑ Financial Planning
We would like to offer you a complimentary planning assessment that can address any of the matters listed above. The goal of the assessment is to ensure that you and your family are protected by means of updated and organized planning.
To learn more about our complimentary planning assessment or to schedule your initial appointment, please contact Jane Bellison at 510-625-0100 OR 415-421-0100.