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Estate Planning Glossary: 13 Terms to Know

Estate Planning Glossary: 13 Terms to Know Here at Tritch Buonocore Law, we believe Estate planning is an incredibly valuable tool, not just for the extremely wealthy or those thinking about retirement. Estate planning is something every adult should do and have a goal of completing. It can help you accomplish any number of goals,...
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Discussing Your Estate Planning

Discussing Your Estate Planning  with Loved Ones Discussing Your Estate Planning at the end of the year is a great opportunity not only to take steps to make sure your own estate plan is in place but also to talk to your loved ones, especially elderly parents or relatives, about creating an estate plan. Estate planning...
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What is the Main Goal of Estate Planning?

Why Should I Have an Estate Plan? In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Of course, in our firm, every week is Estate Planning Awareness Week! According...
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Why Are Corporate Formalities Important?

Limited liability is an important advantage provided by corporations and limited liability companies (LLCs). The personal asset protection that corporations and LLCs provide for their owners, however, is not absolute. To maintain the liability shield, owners must comply with certain corporate formalities required by state law or recommended as a best practice. In addition, observing...
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Importance of LLC Formalities

 Limited liability is an important advantage provided by corporations and limited liability companies (LLCs). The personal asset protection that corporations and LLCs provide for their owners, however, is not absolute. To maintain the liability shield, owners must comply with certain corporate formalities required by state law or recommended as a best practice. In addition, observing...
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FinCEN & Why the Time is Now!

Importance of End of Year Accounting by: Ginger Toll If you are or recently were a business owner, this article is of the utmost importance! Deadlines are looming and we wanted to ensure you are fully aware and prepared.  The Corporate Transparency Act, despite challenges to its constitutionality, is still very much intact and being...
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California Trademarks

California Trademarks A California Trademark or Service Mark may be used to prevent others from using the same or a similar mark in the State. This does not guarantee exclusive ownership of the mark. A Trademark and Service Mark will be active for 5 years from the date it was filed. California Secretary of State’s...
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What is a Trade Name?

A Trade name allows a business to register its name for public record. It is like a doing business as (“DBA”) name but is not legally required for business practice. A trade name is considered intellectual property. Arizona Trade Name Information: In Arizona, a Trade name can be filed with the Arizona Secretary of State...
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November 2024 Newsletter

November Newsletter Margaret’s Notes by: C. Margaret Tritch I love the end of October. It is a time for introspection, cooking in your crock pot, reading books, and enjoying the change of season. Now is the time to slow down and enjoy nature’s beauty. Our last big trip for the year was earlier this month....
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Fall 2024 Newsletter

Fall 2024 Newsletter Margaret’s Notesby: C. Margaret TritchAs we enter Fall and finish our summer vacations, it is a good time to focus on unfinished matters. In this newsletter, we share with you articles on protecting your business interests through Trademarks and/or Trade Names in both Arizona and California. Something many business owners think they...
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