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Effective estate planning involves not only creating essential documents like wills, trusts, and powers of attorney but also ensuring these documents are stored securely and are accessible to the appropriate individuals when needed. Proper storage safeguards your wishes and facilitates a smoother process for your loved ones during challenging times. Key Estate Planning Documents to […]
When investing, the allure of high returns often comes with hidden risks that can leave investors vulnerable. Credit Linked Notes (CLNs) are structured products that promise a unique blend of opportunities and challenges, entangling investors in complex financial matters. Understanding the intricacies of these instruments is crucial to navigating potential losses effectively. Structured products, like […]
Employee Stock Purchase Plans (ESPPs) are company-sponsored programs that enable employees to purchase their employer’s stock at a discounted rate, often up to 15% below market value. These plans provide a valuable opportunity for employees to invest in their company’s growth while potentially benefiting from favorable tax treatments. Enrollment and Participation – ESPPs To participate […]
Identity fraud lawyers at Bakhtiari & Harrison, focus on defending the rights of those who have suffered from identity fraud, particularly customers at broker-dealers. If you’ve discovered unauthorized transfers of money or securities out of your accounts, you’re not alone, and there is a pathway to recovery. Our legal team in Los Angeles is here […]
At Bakhtiari & Harrison, we recognize that the financial markets can be a complex and, at times, treacherous landscape. Investors, whether novices or seasoned professionals, may find themselves facing significant financial losses due to the misconduct, fraud, or negligence of brokers or investment firms. In such situations, it is imperative to explore legal avenues to […]