Bohm Wildish & Matsen, LLP

05/17/2024

Co-parenting after divorce can be a complex dance. While you may not be together anymore, you still share the responsibility of raising your children. Here are some tips to navigate the challenges and create a healthy co-parenting environment:

https://bohmwildish.com/navigating-co-parenting-challenges-after-divorce/

05/17/2024

Separate Business and Personal Assets: This is crucial. Forming a business entity like a Limited Liability Company (LLC) creates a shield between your personal belongings and any business debts or lawsuits.

Insurance is Key: Having the right insurance goes a long way. General, professional, and umbrella liability insurance can all help cover unexpected events and legal fees.

Retirement Accounts: Contributions to retirement plans offer built-in protection against creditors in many cases.

it's always best to consult with a financial advisor and attorney to get specific advice tailored to your situation. They can help you create a personalized asset protection plan.

02/13/2021

Our very own Alex Ripps's take on the Brittney Spears conservatorship discussion on Vice.

"There's no way she would, in my mind, qualify for conservatorship under normal circumstances."

01/29/2020

Bohm Wildish & Matsen is proud to announce the addition of Jeffrey Verdon who shall be assisting our Private Client Services Group with regards to estate planning and asset protection!

Click on the link below to learn more about Mr. Verdon.

COSTA MESA, Calif. (PRWEB) January 27, 2020 -- Bohm Wildish & Matsen, LLP is Proud to Announce Extension of Estate Planning and Asset Protection Practice with Jeffrey M. Verdon

11/20/2018

The techniques and strategies we can use to protect your hard-won assets and legacy include:

-Offshore and domestic business entity formation
-Domestic trusts designed to safeguard assets from predators
-Offshore trusts, placing your assets beyond the jurisdiction of U.S. Courts and out of harm’s way
-Equity stripping and asset isolation strategies to minimize the risks posed by potential predators and which ensure your privacy

10/16/2018

Touchdown! Home Run! Grow your practice!
Please confirm your seat for our next free Advisor Workshop luncheon on: What every Advisor has to know about Asset Protection Planning!
You don’t want to miss this Important and Exciting Presentation by Jeff Matsen and Ben Schwefel https://bit.ly/2ErK6Mm

Register Today Touchdown! Home Run! Grow your practice!

10/08/2018

The GREAT Debate: The Client Maintenance Plan vs. The Free Service Package -- Jeff Matsen will go over all of the details of how to successfully set up and operate a profitable prepaid maintenance plan. Wednesday, October 17th, 9am. Register today at

The GREAT Debate: The Client Maintenance Plan vs. The Free Service Package Historically, estate planning has been a transactional type of business. Clients got their legal documents, signed them and only come back in occasionally. Today, more estate planning attorneys are looking for ways to maintai...

10/08/2018

Among the decisions that new business owners grapple with is whether to form a limited liability company taxed as a partnership (LLC) or a corporation making an S election (S Corp). https://bit.ly/2PmDNuA

Hanging a shingle starts with an idea that develops into a business plan, but not without careful financial and legal considerations. Among the decisions that new business owners grapple with is whether to form a limited liability company taxed as a partnership (LLC) or a corporation making an S ele...

09/27/2018

Bohm Wildish & Matsen Attorneys

09/18/2018

Starting a new business can seem overwhelming – especially when you’re doing it alone. Creating a business plan will allow you to refine incomplete ideas, address areas you may have not yet considered, create a map so you know what to do next, and increase credibility for bank loans or investor funding. https://bit.ly/2OxhAcI

While you may think you've got your business concept down pat, turning the idea you wrote down on a napkin into reality isn't as easy as it might appear.

09/06/2018

Here’s what you need to know about whether your LLC interests might be securities, resulting in onerous federal and state securities law implications.

Most people think that only corporate stock qualifies as securities, but did you know that LLC ownership interests might be considered securities, too?