fbpx
28 02, 2019

Don’t Let Change Wreck Your Business: The Buy-Sell Agreement

By |2019-02-26T20:39:44-07:00February 28th, 2019|Categories: Business Formation, Business Planning|Tags: |0 Comments

Divorce. An unexpected death, disability, or retirement. An irreconcilable dispute. These triggering events may put your successful, stable business into a tailspin. Luckily, a buy-sell agreement can help you and your business be better prepared to handle these events. What is a Buy-Sell Agreement? A buy-sell agreement is a [...]

27 02, 2019

Dispelling the Top 3 Estate Planning Myths

By |2019-02-26T19:43:58-07:00February 27th, 2019|Categories: Estate Planning, Trust, Will|Tags: |0 Comments

Like any other complex subject, estate planning has its share of myths and misconceptions.  Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it’s needed. Estate Planning Myth #1 – You [...]

26 02, 2019

Transferring LLC Membership Interests Part 3—Involuntary Transfers

By |2019-02-26T18:36:12-07:00February 26th, 2019|Categories: Acquisitions, Business Planning, Limited Liability Company (LLC)|0 Comments

An involuntary transfer of an LLC membership interest is just that—a transfer prompted by a creditor action or a triggering eventoutside of the member’s control. An individual or entity obtaining a membership interest because of an involuntary transfer usually cannot fully step into the shoes of the transferring member. [...]

25 02, 2019

3 Tips For Every New Homeowner

By |2019-02-23T19:54:38-07:00February 25th, 2019|Categories: Estate Planning, Probate, Trust|Tags: , |0 Comments

Congratulations on the purchase of your new home.  Whether this is your first home or an upgrade/downsize, purchasing a home is a big event in your life.  When these major life changes occur, you should be properly prepared. Below are a few things for you to consider now that [...]

21 02, 2019

Record Keeping for Your Business: What’s Required?

By |2019-02-20T20:59:39-07:00February 21st, 2019|Categories: Business Planning, Taxes|Tags: , , , , , |0 Comments

Whether you are just starting up a new company or have a business that has been in operation for a while, good record keeping is an essential part of running your business. You are responsible for establishing an effective system to store and maintain your business records whether your [...]

20 02, 2019

Don’t Make These Common, Expensive Mistakes: How to Leave Assets to Minor Children

By |2019-02-19T13:32:22-07:00February 20th, 2019|Categories: Estate Planning, Probate, Trust, Will|Tags: , , |0 Comments

Most parents want to make sure their children are provided for if something happens to them while the children are still minors. Grandparents, aunts, uncles, and good friends sometimes want to leave gifts to beloved young children too. Unfortunately, good intentions and poor planning often have unintended results. Don’t [...]

19 02, 2019

Transferring LLC Membership Interests Part 2—Voluntary Transfers

By |2019-02-16T16:18:27-07:00February 19th, 2019|Categories: Business Formation, Business Planning, Contracts|Tags: |0 Comments

An LLC affords its members a certain amount of personal asset protection. Part of this protection hinges on the restricted transferability of LLC membership interests.  Restricted transferability protects the non-transferring members from creditors and unwelcome new members, which upholds the integrity and value of the non-transferring members’ membership interests. [...]

18 02, 2019

Your Cyber Legacy: 3 Tips for Your Digital Assets

By |2019-02-15T18:27:33-07:00February 18th, 2019|Categories: Estate Planning, Trust|0 Comments

There’s an entire group of commonly overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets when made your will or trust – it’s common and, luckily, easy to correct. What are digital assets? They include: your photos (yes, all those selfies are a [...]

16 02, 2019

I Need to Hire Someone for My Business; What Do I Need To Know?

By |2019-02-15T17:35:28-07:00February 16th, 2019|Categories: Business Planning, Financial, Taxes|Tags: , , |0 Comments

Most businesses try to grow – at least somewhat.  However, to grow or to step away from the business for a personal life, vacation, or other ventures, you’ll need help with day-to-day operations.  If you’ve never hired someone before - or it’s been a long time - don’t worry [...]

15 02, 2019

5 Reasons to Embrace the Emotional Side of Estate Planning

By |2019-02-15T17:03:14-07:00February 15th, 2019|Categories: Estate Planning, Taxes, Trust, Will|Tags: , |0 Comments

When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone. But while that [...]