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LLC Management: Who Should Run the Shop?

Determining who will manage the day-to-day affairs of your business is an important decision. You need to know, at the outset, who will manage operations, both for the success of your business and because the Limited Liability Company (LLC) operating agreement demands it. Luckily, LLC operating agreements are very [...]

By |2019-03-04T13:27:27-07:00March 5th, 2019|Categories: Limited Liability Company (LLC)|Tags: , , |0 Comments

Did you include your grandkids in your will? 5 Tips to Avoid Common Problems

As we build wealth, we naturally want to pass that financial stability to our offspring. With the grandkids, especially, we often share a special bond that makes us want to provide well for their future. However, that bond can actually turn into a weakness if proper precautions aren’t set [...]

By |2019-03-04T12:53:51-07:00March 4th, 2019|Categories: Financial, Will|Tags: , , |0 Comments

5 Things Every New Mother Needs to Know About Wills

As a new mother, you naturally want to ensure your new baby’s future in every way. For many new mothers, infancy is a time for celebrating new life, and making a will is the last thing on their minds. For others, bringing new life into the world sparks intense [...]

By |2019-02-26T21:31:19-07:00March 1st, 2019|Categories: Estate Planning, Probate, Trust, Will|Tags: , |0 Comments

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

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 [...]

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

Dispelling the Top 3 Estate Planning Myths

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 [...]

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

Transferring LLC Membership Interests Part 3—Involuntary Transfers

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. [...]

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

3 Tips For Every New Homeowner

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 [...]

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

Record Keeping for Your Business: What’s Required?

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 [...]

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

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

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 [...]

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

Transferring LLC Membership Interests Part 2—Voluntary Transfers

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. [...]

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