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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 avoidance of double taxation. Trusts [...]

In 2024, more people are expected to turn 65 than ever before. It’s called “Peak 65” and according to the US Census Bureau, as many as 12,000 Americans per day will be turning 65 this year. This [...]

Small business owners have one more item on their compliance to-do list now that the Corporate Transparency Act (CTA) has taken effect. The CTA, enacted as part of the Anti-Money Laundering Act [...]

When you hear the word “estate” it may bring with it an image of a large tract of real estate with a large manor filled with valuable furnishings and artwork. However, estate plans can make an [...]

The temporary delegation of parental authority through a Power of Attorney can be a useful tool for parents who will temporarily be unavailable to make decisions on behalf of their child. If you [...]

A SLAT is an estate planning tool that may become more popular as we approach the current federal estate tax exclusion’s sunset on December 31, 2025. SLAT stands for Spousal Lifetime Access [...]

Imagine a couple who shares a bank account, purchased a home together, and in most respects lives and acts as though they are married. However, this couple never actually obtained a marriage [...]

According to Caring.com’s 2023 Wills and Estate Planning Study[ https://www.caring.com/caregivers/estate-planning/wills-survey/], 64% of Americans think having a Will is important, yet only 34% [...]

The majority of Americans believe it is important to have a Will, but only about 34% of Americans actually have a Will.[ See the 2023 Wills and Estate Planning Study conducted by Caring.com, key [...]

With all of the news coverage of recent bank failures, I thought it would be good to talk about how a Revocable Living Trust can increase your FDIC Insurance Coverage Limits.  After the Financial [...]