#legaleducation
Business Executive/Business Owner–Estate Planning
Demystifying Estate Myths & Answering FAQs Myth 1: “I’ve nailed it with beneficiary designations for my accounts and insurance. “ Let’s dive…
Crafting Your Legacy: Advanced Trust Strategies for Business Executives
Business Executive/Business Owner–Estate Planning–Part Two As a business executive, your vision and strategy have not only propelled your career but have also…
Exploring Qualified Personal Residence Trusts: A Key Estate Planning Strategy
In recent years, American estates have benefited from high estate tax exemption rates, sparing many from complex estate planning tactics to dodge…
Myths and Frequently Asked Questions Corporate Transparency Act
Myth #1: The Corporate Transparency Act applies only to big businesses. A reporting company (an entity that is required to submit certain…
How the Corporate Transparency Act May Impact Your Estate Plan Part 4
Does the CTA impact you? If you missed the prior reading on the CTA impact on you, click here What do…
How the Corporate Transparency Act May Impact Your Estate Plan Part 3
Does the CTA impact you? If you missed the last reading on the CTA impact on you, click here Family…
How the Corporate Transparency Act May Impact Your Estate Plan Part 2
Does the CTA impact you? Many business regulations apply only to large businesses, but the CTA specifically targets smaller entities. If…
How the Corporate Transparency Act May Impact Your Estate Plan Part 1
Starting on January 1, 2024, under a new law called the Corporate Transparency Act (CTA), owners of certain business entities must file…
Limiting Liability for the Self – Employed: Protect What You’ve Built
Life’s uncertainties can become pronounced when you’re self-employed. Limiting liability, both personally and business-wise is paramount to ensure you’re safeguarded against…
Trustee Scorecard
Selecting the right trustee for your trust is important. Use this scorecard to evaluate potential trustees according to the traits and qualities…
