The Importance of Family Legacy Planning
Nov 07, 2018
At its heart, an estate plan is deciding what would happen to your property and wealth in the time following your incapacity or death. It identifies who you would like…
GDPR – How Data Protection Has Changed
Oct 19, 2018
Touted as one of the most important changes regarding data privacy protections in the last 20 years, the General Data Protection Regulation (GDPR) went into effect on May 25th, 2018…
Love, Marriage, & When to Update Your Estate Plan
Oct 08, 2018
Whether having recently married or you’re about to take the plunge, you more than likely have a lot on your mind. Wedding plans, family plans, and an entire lifetime together…
Raising Money for your Startup: An Overview of Reg D…
Sep 24, 2018
Any startup, be it a small family business or an endeavor into Silicon Valley, needs funding. They also have an understandable desire to raise their needed capital with as few…
The Legal Steps Necessary to Franchise Your Business
Sep 07, 2018
If you’re like many business owners, you have likely imagined your company becoming a household name. One way to do this would be to franchise your business model, allowing third…
The Opportunity of a Lifetime, Literally…
Feb 21, 2018
If you or your spouse are over 55 years old, there might be some big tax concerns you have when it comes to moving. First, you’re worried about the large…
The Best and Worst Way to Own Your Property
Feb 17, 2018
PRIMARY HOMES If you are married and own a primary home, chances are you own it as either “joint tenants” (JT) or “community property with rights of survivorship” (CPWROS). Both…
How Step-Up in Basis Works
Feb 17, 2018
The concept of step-up in basis is a staple in estate planning. Planning decisions must take this concept into account, as the potential benefits of preserving step-up in basis for…
The 2018 Tax Bill and what it Means for Estate…
Feb 15, 2018
BACKGROUND: There can be many reasons why you need a trust – but here are 2 of the most common. The first reason is to avoid probate. Probate is a court…
Planning to Protect Your Assets
Jan 09, 2018
Asset protection planning is an important step to take in safeguarding your hard-earned assets from being lost, inadvertently, because you overlooked something important. The most foundational level of asset protection…
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