Posts by Bree

Estate Planning Fatigue

Posted on Nov 12, 2015 in California Trusts, California Wills, Estate Planning, San Diego Lawyer | Comments Off on Estate Planning Fatigue

Estate Planning Fatigue According to a recent survey conducted by CNBC.com, more than one-third of high-net-worth families have not set up a basic estate plan to protect and provide for their loved ones when they die. The survey found that 38 percent of millionaires with investable assets of $1 million or more have not established an estate plan with the help of a financial expert. Millionaires with $5 million or more were more likely to have an established estate plan with 68 percent having one. The survey also found that Republicans were more likely to use a financial advisor to set up an...

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Tax Season Prep: Choosing a Tax Preparer

Posted on Nov 9, 2015 in Tax Season, Taxes | Comments Off on Tax Season Prep: Choosing a Tax Preparer

Tax Season Prep: Choosing a Tax Preparer While tax season may be one of the last things on your mind this time of year, there is no better time than now to find a good tax preparer. A good tax preparer can advise you on how to best finish out this tax year now and ease your tax filing stress come tax time. Once the end of the year comes and tax season begins, tax professional get busy and it will be harder to “shop around,” get advice, etc. In a recent IRS Newswire release, the IRS gives some tips that can help taxpayers as they select a tax preparer: Look for someone ethical:...

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Mobile Marketing for Small Business

Posted on Oct 30, 2015 in Entrepreneur, San Diego Lawyer, Small Business, Small Business Tips and Tricks Series, Tips for Entrepreneurs | Comments Off on Mobile Marketing for Small Business

Mobile Marketing for Small Business Successful mobile marketing is a delicate balancing act. It is easy to set up and automate but can quickly overwhelm and turn off customers if the messages are sent too often or with the wrong type of content. A recent Bloomberg Business article noted that most cell phone owners are willing to share their personal data with merchants if they will be getting things like coupons and discounts. The article also highlighted 6 mobile marketing tips, specifically for small business owners.   1. Focus on customers. Make sure that you play into how customers...

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No Kids? Get an Estate Plan!

Posted on Oct 19, 2015 in Estate Planning, San Diego Lawyer | Comments Off on No Kids? Get an Estate Plan!

No Kids? Get an Estate Plan! A recent US News article recently reiterated one of our GQ Law mottos- Everyone Needs an Estate Plan! This particular article targets those who do NOT have children. Often times, people get an Estate Plan to protect their minor children, make sure their kids get their assets after they die, etc. Having children creates an urgency about Estate Planning. So, what about those without kids? Do they still need an estate plan? YES! Heirs or not, you cannot take your assets with you and if you have an opinion about who gets your stuff, you need to have an Estate Plan....

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Tax Return Extension Deadline TODAY

Posted on Oct 15, 2015 in San Diego Lawyer, Tax Season, Taxes | Comments Off on Tax Return Extension Deadline TODAY

Tax Return Extension Deadline TODAY Thirteen million taxpayers requested an extension (more time) to file their federal tax returns. TODAY is the deadline for most of those people, an automatic 6 months after tax day, April 15. If you are one of the many who took advantage of the extension, here are a few things you should know. -File online. You can still hurry and file you return online (aka e-file) with IRS Free File via IRS.gov through midnight tonight. E-file is a safe, easy and accurate way to file your taxes. There are also a variety of tax filing programs that can help you e-file and...

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