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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…

The Corporate Transparency Act of 2020, passed on January 1, 2021, was designed to help prevent companies from concealing their…

Often in these times of crypto, start-ups and other wealth creation, parents require and their children are willing to ask…

If you own a small business, developing your succession plan is a critical element of business planning. However, many business…

Clients often ask: What do I do with my estate planning documents now that I’ve signed them?  Short answer: DON’T…