by Jiah Kim | May 3, 2017 | Wealth building |
Planning for retirement is an important part of family wealth planning. We want to help our clients create long-term prosperity through estate planning and wealth building practices. One of the great tax savings and retirement vehicles is the Health Savings Account...
by Jiah Kim | Apr 30, 2017 | Startup Planning |
When a small group of founders get together and start a new venture, they will need to discuss the terms of the business relationship with one another. How are work responsibilities shared among founders? How is equity split among them? What would happen if one of the...
by Jiah Kim | Apr 25, 2017 | Estate Planning |
You’ve spent your entire working life saving for retirement. You’ve adopted a conservative investment strategy, and you think your retirement assets are relatively safe. But, are they? Or, could a judgment or commercial creditor come and steal them away? Whether you...
by Jiah Kim | Apr 23, 2017 | Startup Planning |
A couple of founders get together to work on a new business idea. One of the first things they need to discuss is how equity will be divided among them. They often hear their stock should be subject to vesting. Vesting is an important tool to ensure a startup’s...
by Jiah Kim | Apr 20, 2017 | Business Planning |
When you start a new venture, you are bound to make mistakes. Learning from your mistakes is part of the process. But, some mistakes can be more costly than others, and some big mistakes can be easily avoided with a little bit of forethought and a focus on the bigger...
