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If you have discussed estate tax-saving tools with your attorney or financial team, chances are you might have come across…

One of the comments we often hear from clients is that they just want something simple.  And yet when they…

Of the many obscure “holidays” now nationally recognized, we think August’s national “Make a Will” month is a particularly important…

From the beginning, you have had a plan for your business to succeed. You set goals and developed solutions to…

If you have decided to start a business and are researching the available business entity types, you may repeatedly come…

For years, we have used lifetime gifts to irrevocable trusts for clients with large estates. Assets gifted to an irrevocable…

As a business owner, you may consider using social media to enhance your business’s engagement and reach. One way to…

We frequently recommend limited liability companies (LLC) to our clients as a flexible entity structure among small business owners that…

Social Security is best known for its retirement benefits, and for good reason. It is the largest retirement program in…

You’ve just purchased a new vacation property, and you hope to list it throughout the years as a vacation rental.…

According to data from the U.S. Census Bureau, 42 million Americans have been married more than once. Historically, nearly 75%…

What is a Pass-Through Business Entity? According to the Internal Revenue Service (IRS), a pass-through entity is a business that…