June 12, 2024

Preserving Your Money and Property Beyond the Third Generation

Whether you have inherited your wealth or have built it yourself, you likely want to share this wealth with the next generation and beyond.  The quotation […]
April 17, 2024

How to Protect Your Business from Lawsuits

Are you prepared for the financial hit, not to mention the stress and emotional impact, of a lawsuit? In a given year, roughly half of small […]
February 22, 2024

CTA Imposes New Small Business Reporting Requirements for 2024

The Corporate Transparency Act (CTA,1) enacted as part of the Anti-Money Laundering Act of 2020 (AMLA), places new reporting requirements on many business entities in an […]
October 27, 2023

SECURE 2.0 Act – How It Affects You and Your Retirement Account Beneficiaries

On December 29, 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0 Act). The previous SECURE Act in 2020 […]
June 5, 2023

What to Know About Limited Liability As You Grow Your Business

Your Business is Growing,should you be Worried About Limited Liability?      Starting a business involves a certain amount of inherent risk. While entrepreneurs must be […]
April 6, 2023

What Is a Series LLC?

What Is a Series LLC, and Can I Benefit from One?       A series limited liability company (LLC) is a type of business structure […]
October 20, 2022

Planning For Your Digital Legacy

An estate plan often focuses on tangible property such as jewelry, artwork, money, and real estate. However, in this age of technology, it is important to […]
August 26, 2022

Myths & Questions About Multigenerational Planning

Myth: My estate plan is just for me, so I don’t need to tell anyone about it. False. How much you divulge is up to you, […]
August 26, 2022

How to Talk to Your Family About Business Succession

Benjamin Franklin famously said “If you fail to plan, you are planning to fail.”  From the very beginning, you had a plan for your business to […]