Building Your A-Team: The Power of Professional Advisors in Business and Wealth Management

Building Your A-Team: The Power of Professional Advisors in Business and Wealth Management Embarking on a business venture, planning your estate, or navigating the complexities of personal wealth requires more than just hard work and dedication; it requires a strategic approach and the right team of professional advisors. Competent key advisors who work well together—your […]

Lagerlof, LLP Partner Completes Pro Bono Work for LAFCO 

Lagerlof, LLP Partner Completes Pro Bono Work for LAFCO PASADENA, CA – Lagerlof, LLP Partner, William F. Kruse, completed pro bono work with the Los Angeles Local Agency Formation Commission (LAFCO) conducting the recent election to appoint a new alternate member representing the independent special districts.     LAFCO is a quasi-governmental body that oversees boundaries […]

The Gift Clock is Ticking

The Gift Clock is Ticking: Tax Changes to Expect in 2026 Federal tax laws are changing on January 1, 2026. What does this mean? It means the amount that you can give away without gift or estate tax will be cut in half. With that in mind, here’s what you need to know… CHANGES IN […]

Top Attorney 2022

21 Lagerlof Attorneys Recognized as Pasadena Magazine Top Attorneys 21 Lagerlof, LLP attorneys were listed as Pasadena Magazine’s “Top Attorneys” for 2022. The most out of any firm featured in the magazine. The attorneys recognized were Robert Bailey, Thomas Bunn, James Ciampa, Joshua Driskell, Nicholas Everett, Mark Flewelling, Lindsay Francis, Brian Friedman, Sue Hong, William […]

Part 3 — Family Meetings: Money Lessons — Teaching Financial Literacy With Age-Appropriate Practices

Part 3 — Family Meetings: Money Lessons – Teaching Financial Literacy With Age-Appropriate Practices Teaching children to be good stewards of wealth takes education, engagement, and experience. Communicating and developing a sense of the true meaning of wealth and teaching money lessons that develop financial literacy is a must, and it’s never too early for […]

Part 2: Family Meetings: How, What and When Do We Tell The Kids? Financial Information In An Information Age

Part 2: Family Meetings: How, What and When Do We Tell The Kids? Financial Information In An Information Age The traditional way of talking about wealth within a family is typically…silence. There is often fear about broaching the whole topic of family finances because of worries that sharing too much information will diminish one’s power, […]

Part 1 — Family Meetings: Understanding and Communicating Family Goals

Part 1 — Family Meetings: Understanding and Communicating Family Goals We all want to raise children who will be careful with money, but how? One of the best ways is to create a family culture of open communication about the family’s values, and the real meaning of wealth.   Part of any family meeting should […]