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Wealth Protection
Asset Protection Strategies and Estate Planning
Myths We Tell Ourselves About Estate Planning
Why a Basic Will is Not Enough
Estate Planning Deficiencies Checklist
HIPAA CMIA DPA AHCD and POLSTs, OH MY!
Top Four Concerns We Hear from our Clients
Family Protection
Why a Basic Will is Not Enough
Asset Protection Strategies and Estate Planning
Navigating the Maze of Trust Administration
Top Four Concerns We Hear From Clients
Brand Protection
Copyright Protection
Lifecycle of a Trademark
Checklist for Maintaining Confidentiality of Trade Secrets and Proprietary Information
IP Protection Checklist
Trademark Watch Services – Guard Your Brand
Using Google Alerts to Police Trademarks
Business Protection
Myths of Corporate Formation and Compliance Part 1
Myths of Corporation Formation and Compliance Part 2
Start-Up Companies – Avoiding Key Legal Mistakes
Choosing From Alternative Forms of Business Entities
Why Your LLC Needs An Operating Agreement
Corporate Transparency Act and New Reporting Requirements
Forms
New Client Intake Form
Estate Planning Worksheet
Corporate Formation Intake Worksheet
Annual Business Maintenance Questionnaire
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Contact
Call us now:
(805) 409-0530
Home
What We Do
Wealth Protection
Family Protection
Brand Protection
Business Protection
About
Resources
Articles
Wealth Protection
Asset Protection Strategies and Estate Planning
Myths We Tell Ourselves About Estate Planning
Why a Basic Will is Not Enough
Estate Planning Deficiencies Checklist
HIPAA CMIA DPA AHCD and POLSTs, OH MY!
Top Four Concerns We Hear from our Clients
Family Protection
Why a Basic Will is Not Enough
Asset Protection Strategies and Estate Planning
Navigating the Maze of Trust Administration
Top Four Concerns We Hear From Clients
Brand Protection
Copyright Protection
Lifecycle of a Trademark
Checklist for Maintaining Confidentiality of Trade Secrets and Proprietary Information
IP Protection Checklist
Trademark Watch Services – Guard Your Brand
Using Google Alerts to Police Trademarks
Business Protection
Myths of Corporate Formation and Compliance Part 1
Myths of Corporation Formation and Compliance Part 2
Start-Up Companies – Avoiding Key Legal Mistakes
Choosing From Alternative Forms of Business Entities
Why Your LLC Needs An Operating Agreement
Corporate Transparency Act and New Reporting Requirements
Forms
New Client Intake Form
Estate Planning Worksheet
Corporate Formation Intake Worksheet
Annual Business Maintenance Questionnaire
Title
Contact
(805) 409-0530
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