Discover how to create the right legal and financial framework for your business!

In this podcast, you’ll learn:

  • Why taking your business seriously is the foundation that will lead you to the clients and growth you really want for your business (and how not having legal, insurance, financial and tax systems in place is sabotaging all the hard work you are putting in every day)
  • How to set up your Dream Business foundation, including the financial documents, legal agreements, hiring systems, partnership agreements, and tax decisions that will take your business to the next level.

Jill Gregory

Jill advises and counsels clients regarding wills, revocable living trusts, durable power of attorney, guardianship nominations, California Advance Health Care Directives, family business entity planning, planning for non-citizen spouses, irrevocable trusts (including life insurance trusts, IRA trusts, and special needs trusts), probate, trust administration, asset protection planning as well as entity formation, LLC’s, S-Corps, business succession planning, intellectual property, copyrights, trademarks and business tax strategies. Jill’s experience includes in-house business and tax planning for a nationwide real estate investment group. She has particular expertise in planning for families with minor children and has a young child herself.