fbpx
///February
9 02, 2019

Stay in Control: Good LLC Governance

By |2019-02-06T19:26:51-07:00February 9th, 2019|Categories: Business Formation, Taxes|Tags: , |0 Comments

The LLC is a popular way to structure a business because it provides personal liability protection to the members-- like a corporation does to its shareholders--but without as many administrative formalities. But if you’re an LLC member, don’t let this lull you into complacency. As a business owner, you’re [...]

8 02, 2019

Why Not Just Go on NoloⓇ and Create Your Own Estate Planning Documents Cheaply?

By |2019-02-05T17:30:29-07:00February 8th, 2019|Categories: Estate Planning, Taxes, Trust|Tags: , , |0 Comments

There are many software programs, and websites, that sell do-it-yourself estate planning documents. These websites and form tools seem to offer a convenient and cost-effective alternative to consulting with an estate planning attorney. But do they really meet your needs and protect your family? Is online, do-it-yourself estate planning [...]

7 02, 2019

Transferring LLC Membership Interests Part 1—An Overview

By |2019-02-05T11:43:13-07:00February 7th, 2019|Categories: Business Planning|Tags: , , , |0 Comments

Say you are a member of an LLC. You own membership interests in the LLC. However, what if you want to leave the LLC? What if you get a divorce? What if you have creditors seeking immediate repayment? What can you do with your membership interests? The answer depends [...]

6 02, 2019

Want to Give the Kids an Early Inheritance? 4 Things to Consider

By |2019-02-05T11:11:16-07:00February 6th, 2019|Categories: Estate Planning, Taxes|Tags: , , , |0 Comments

If you’re thinking about giving your children their inheritance early, you’re not alone. Studies suggest these days, nearly two-thirds of people over the age of 50 would instead pass their assets to the children early than make them wait until the will is read. It can be especially satisfying [...]

5 02, 2019

Does the “Corporate Veil” Really Protect Your Personal Assets?

By |2019-02-04T20:43:00-07:00February 5th, 2019|Categories: Business Formation, Business Planning, Litigation|Tags: , , |0 Comments

You may have done your homework and weighed your options. Perhaps you’ve even considered the tax and non-tax implications for common business entities. We bet you’re also intrigued by the protections certain business entities afford their owners. The “corporate veil” that protects personal assets of the business owners can make [...]

4 02, 2019

An Estate Planning Checklist to Facilitate Wealth Transfer

By |2019-02-02T19:27:42-07:00February 4th, 2019|Categories: Estate Planning, Trust, Will|Tags: , , , , , |0 Comments

Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Help your loved ones avoid becoming a statistic. You need to educate and update your heirs about your wealth transfer goals and the plan [...]

2 02, 2019

8 Simple Cost Saving Measures for Small Business Owners

By |2019-02-01T17:55:26-07:00February 2nd, 2019|Categories: Business Planning, Contracts, Financial, Taxes|Tags: , , , , , |1 Comment

All successful businesses do their best to save money, improve efficiency, and increase profits when and wherever possible.  This is especially necessary for small businesses on a tight budget. While there are numerous ways to save money, these eight cost-saving measures are among the easiest to implement: Bargain. Bargaining with [...]

1 02, 2019

Trusts – The Swiss Army Knife of Estate Planning

By |2019-01-31T17:30:27-07:00February 1st, 2019|Categories: Estate Planning, Trust|Tags: , , , , |0 Comments

To the public, a trust may seem like an advanced tool only for the wealthiest among us. But trusts are a foundational estate planning tool with a solid history for being highly effective in ensuring a person’s wishes are carried out. The process begins with the maker of a [...]