Andrew Bethel Andrew Bethel

Five Major Factors that Threaten Business Profits

A well-known model that will help an owner or manager isolate particular forces and analyze which of these in the external environment are potential threats is the Five Forces Model developed by Michael Porter.

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Andrew Bethel Andrew Bethel

Why Wills Need Witnesses and Avoiding Interested Witnesses

Properly executing a California Will requires more than most legal documents. Two disinterested witnesses need to sign your Will in order for it to be considered valid. However, not anyone can be a witness. Additionally, witnesses serve very important roles "proving" a Will's validity.

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Andrew Bethel Andrew Bethel

Prop 19, Property Taxes and Your Estate Plan

At first glance, Prop 19 looks to have expanded the benefits to property owners under Prop 13, but these benefits came bundled with a partial erosion of other benefits put in place by Prop 13 by creating another instance wherein county assessors may reassess a property and increase property taxes. This has large implications in the world of estate planning, whether a trust is in place or not.

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Andrew Bethel Andrew Bethel

What is GIS?

A geographic information system (GIS) lets us visualize, question, analyze, and interpret data to understand relationships, patterns, and trends.

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Andrew Bethel Andrew Bethel

Do You Need an EIN to Open a Trust Bank Account?

One of the most common reasons our clients call is to ask us what their bank is telling them to do in plain English, especially when it comes to putting their accounts in trust. A common occurrence is when a banker tells our clients they can no longer use their social security numbers on their bank accounts if they put the account under the name of their trust. Is this true?

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Andrew Bethel Andrew Bethel

What is a PESTEL Analysis?

External forces are often times so numerous that we can have difficulty identifying them all. A PESTEL Analysis can help identify these forces. However, what is a PESTEL Analysis?

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Andrew Bethel Andrew Bethel

California Gun Inheritance Laws: A Summary

While enshrined in the Second Amendment of our Constitution, with the many tragic events occurring very recently, it is no wonder that gun regulations are beginning to make their way into every facet that they can. One of those ways that many may not have thought of in the past is the subject of gun inheritances.

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Andrew Bethel Andrew Bethel

Assets That Cannot be Transferred with a Will

While the purpose of a Will is to transfer property to whomever you designate (beneficiaries), there are things that can be “transferred by a binding probate avoidance device & therefore cannot be transferred by a Will. This means that once you change the form of ownership on the following pieces of property, your Will will have no effect on it.

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Andrew Bethel Andrew Bethel

5 Things to do When a Spouse Passes Away with a Trust

Your first priority should always be to take time to mourn and be with family and friends. Once you have taken some personal time, there are at least 5 items to address when a spouse passes away with a trust from notifying social security to having an appraisal done for any property held in trust.

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