Happy National Estate Planning Week! Finally, something good to celebrate! This week is National Estate Planning Week and we are celebrating all our clients who have so thoughtfully planned for their loved ones. They have […]
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Congratulations! You have decided to form a limited liability company (LLC) to run your business. After completing your state formation process, your LLC needs to have the right documentation in place. A company agreement (also […]
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We hope this message finds you and your family safe and healthy. What a year 2020 is turning out to be! We are writing to you to let you know of our concerns that, in […]
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Do you or a loved one have a trust as part of your estate plan? Does your successor Trustee know how to manage your trust after you pass away? Does your successor Trustee […]
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The limited liability company (LLC) is a popular business structure for new businesses or as part of a client’s asset protection planning, but what does it really mean to own an LLC? LLCs provide opportunities […]
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The year 2020 is a continuing lesson in preparing for the unpredictable. From the pandemic to natural disasters, businesses have faced numerous challenges that could force them to close. The most common emergencies that businesses […]
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The legislation passed in December of 2019 made significant changes to tax treatment and rules on distribution of retirement plans (the Secure Act). Then came the CARES Act which, because of the COVID crisis, gave […]
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Democratic presidential candidate Joe Biden has released information about his proposals for changes to the way estates are taxed, and those changes could mean significantly higher taxes on property passed on to beneficiaries. Change 1: […]
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This blog post gives an overview of how to extend the due date for an individual federal income tax return (IRS Form 1040). Tax planning is largely about the details so be sure to consult […]
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Going into business for yourself is a risky endeavor. From investing in goods and services and hiring employees to simply carrying out the daily tasks related to your business, each step carries risks. This is […]
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