Posts by Bree

Small Business Saturday

Posted on Nov 20, 2015 in Entrepreneur, San Diego Lawyer, Small Business, Small Business Tips and Tricks Series | Comments Off on Small Business Saturday

Small Business Saturday Tips We all know the drill, it starts Thursday with the food. We stuff ourselves with turkey, stuffing, mashed potatoes, rolls, pie…the list goes on. Yum! We rest it off (or walk it off hitting the early bird sales) then hit the ground running Friday and shop ’til we drop. Black Friday is known for offering some of the best prices of the year on a variety of items. You can get everything from TVs to shoes to DVDs on sale. Then comes the somewhat lesser known festivity, Small Business Saturday. With all the big box stores setting their prices at rock bottom...

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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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