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 […]
August 26, 2022

Why You Should Consider Putting Your LLC into a Trust

The limited liability company (LLC) is a popular business structure that offers liability protection and tax savings. Trusts are popular asset transfer vehicles that allow you […]
October 27, 2016

5 Tips for Using a Nevada Domestic Asset Protection Trust

What is a Nevada Domestic Asset Protection Trust? Nevada is one of several states that allows the creation of a Domestic Asset Protection Trust.  An “Domestic […]
October 27, 2016

How to Own Real Estate: What Are Your Options?

Whether you are in the market to purchase or currently hold real estate, it is important to consider the title in which you register your property. […]
May 18, 2016

Top 5-Facts You Should Know about Series LLC’s

Top 5-Facts You Should Know about Series LLC’s By: Iván Ramírez   What is a Series LLC? Since 2009, Texas became the eighth state to allow […]
July 23, 2015

What is Asset Protection Planning?

Asset protection planning is an important part of a complete estate plan. An experienced asset protection planning attorney can help you protect your property against creditor […]
July 1, 2015

Common Misunderstandings About Living Trust

There are a lot of misunderstandings about Living Trusts. As a consequence, people may assume they are too complex or useless without taking the time to […]
July 1, 2015

Top Three Reasons Why People Procrastinate about Estate Planning

Are you confused or not know what to do about estate planning? Unfortunately, many people don’t know the value or importance of estate planning. Most admit […]
July 1, 2015

Blended Families

-THE NEED FOR SPECIAL ESTATE PLANNING- Today it is very common to have a blended family situation with step-children from another marriage. When considering estate planning […]
July 1, 2015

Top Three Estate Planning Issues to Consider

Many people believe that estate planning is only necessary for the wealthy. In reality, a basic estate plan is essential for everyone, regardless of income or […]