Hosts:
Jaspal Saini
Raj Budwal

Producer:
Raj Budwal

Owner:

Raj Budwal

Contact Us/ Advertise

(408) 835-0202
Raj@Bayareathirdeye.com


Warner Lewis III

Warner started his estate planning career in 1995 after he struggled trying to settle his father’s and grandfather's estates – both at the same time. Warner’s life mission is to help families avoid the problems that can occur upon the death or incapacity of a loved one. 

Warner’s practice addresses the 'life planning' needs of business owners and retirees, including estate planning, business entity formation and compliance, and business succession planning. Warner is an Arizona Certified Legal Document Preparer authorized by the Supreme Court to provide consumers with legal information and legal document preparation services. Life Planning Group, LLC is not a law firm, Warner is not a layer and he is not authorized to give legal advice of any kind.

Questions for Warner:

When starting a new business, many people create LLCs rather than Corporations because they believe LLCs are less complicated than Corporations to operate and to maintain. Is that true?

What kinds of documents need to be placed in the Company Record Book of an LLC?

What happens if a business owner does not have the proper documentation for their LLC?

A business owner created an LLC several years ago but never held meeting or kept minutes. What can they do?

What happens if an LLC has two or more partners and one of them dies or becomes incapacitated?

Some people create LLCs in their names as Trustees of their Living Trusts. Why is that?

So it’s important to have all our assets in a Living Trust?
Clearly, it’s important to plan. Proper planning can help us avoid future complications that most of us just don’t think about!

That’s what I have so far, Raj – thank you very much for the opportunity to appear on your inaugural radio show!

Warner Lewis III
Life Planning Group, LLC
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8426 E. Shea Blvd.
Scottsdale , AZ 85260
Toll Free: (877) 438-7878
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Website: http://www.lifeplangroup.net

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