Estate Planning · September 01, 2023

As affordable legal solutions like workplace-offered group insurance become popular, their adequacy for detailed estate planning comes under scrutiny. This 'one-size-fits-all' might leave families navigating unexpected legal hurdles. Our article highlights these pitfalls, emphasizing the need for personalized strategies. Beyond mere asset protection, a heart-centered approach ensures a harmonious legacy and a secure future, underscoring the significance of expert estate planning.

Estate Planning · August 07, 2023

Life’s twists and turns impact your estate plan in ways you might not anticipate. Whether it’s health scares, relocation, marriage, divorce, or evolving tax laws, your estate plan should keep pace with your life's journey. Dive into the next five life events that warrant a second look at your estate strategy. Ensure your intentions are safeguarded and your loved ones protected. Join us for guidance on updating your plan effectively!

Estate Planning · July 24, 2023

Life is dynamic, and so should be your estate plan. From changes in assets to the birth of a child or a business venture, events can alter your estate's landscape. Reviewing your plan is crucial to ensure it aligns with your current situation and future goals. Dive into the top reasons to reassess your estate strategy and learn how to keep it updated for peace of mind. Stay tuned for Part 2!

Estate Planning · July 17, 2023

Has the national debt ceiling extension left you feeling uncertain about your family's financial well-being? As a fellow family provider, I know you're trying to understand what these macro-economic changes mean for your day-to-day life and long-term financial plans. These financial complexities can impact everything from our children's educational prospects to home ownership, even our secure retirement plans! It may feel incredibly daunting, but here's what you can do to mitigate its impacts.

Estate Planning · July 10, 2023

In the warmth of family reunions, a crucial topic often slips under the radar: estate planning. It might seem daunting, but it's actually a profound way to express care for our loved ones' futures. By embracing this discussion now, amidst our shared joys, we can shape a legacy that lasts and makes a real difference for generations to come. Engaging in this conversation not only strengthens our family ties but also imparts a lesson on the importance of preparation and foresight. Learn more...

Estate Planning · July 03, 2023

Picturing a future where your loved ones reap the benefits of your hard work is rewarding, isn't it? Adding a Trust to your estate plan can be your key, offering privacy, avoiding probate, and securing lifelong asset protection. However, there's a surprising, crucial detail that many overlook: merely creating a Trust isn't the finish line! Your Trust is a living entity needing the right funding and timely updates to truly function. Let's unravel this further...

Estate Planning · June 26, 2023

Are you overwhelmed with the daunting "what if's" that come along with leaving your loved ones and assets behind while you enjoy your vacation? The sheer thought of something happening to you while you're away can be unnerving and quite frankly, frightening. Take the time to prepare legally before you set off. We've outlined the key legal steps you must prepare before departure, serving as your protective shield. Secure your peace of mind and let vacation joy take over. Read on to learn more...

Estate Planning · June 19, 2023

The Corporate Transparency Act is on the horizon, and it's essential for you to stay informed because it could directly affect you and your trust. Starting January 1, 2024, small businesses will be required to disclose their major owners in an annual report. But here's where it gets interesting: if your trust holds partial or full ownership in a business, private details about your trust, such as the names of your trustee or beneficiaries, might need to be shared with the government.

Business · June 16, 2023

Attention small business owners! Beginning January 1, 2024, the Corporate Transparency Act will require small businesses to file an annual report on the majority owners of the business, and failing to file the report comes with real consequences. So what exactly does this mean for you and your business? Read on to discover what to disclose, the consequences of non-compliance, and the steps you can take to ensure your business stays compliant.

Business · April 20, 2021

Included within the 2021 National Defense Authorization Act passed on January 1, 2021, is the Corporate Transparency Act (CTA) that requires certain small businesses based in the U.S. to report the identities of their owners and organizers to the Department of Treasury's Financial Crimes Enforcement Network. It's an update to the federal government's anti-money laundering laws and designed to crack down on shell companies created for illicit financial activities.