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Discussing Your Estate Planning

Discussing Your Estate Planning  with Loved Ones Discussing Your Estate Planning at the end of the year is a great opportunity not only to take steps to make sure your own estate plan is in place but also to talk to your loved ones, especially elderly parents or relatives, about creating an estate plan. Estate planning...
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What is the Main Goal of Estate Planning?

Why Should I Have an Estate Plan? In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Of course, in our firm, every week is Estate Planning Awareness Week! According...
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Importance of LLC Formalities

 Limited liability is an important advantage provided by corporations and limited liability companies (LLCs). The personal asset protection that corporations and LLCs provide for their owners, however, is not absolute. To maintain the liability shield, owners must comply with certain corporate formalities required by state law or recommended as a best practice. In addition, observing...
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FinCEN & Why the Time is Now!

Importance of End of Year Accounting by: Ginger Toll If you are or recently were a business owner, this article is of the utmost importance! Deadlines are looming and we wanted to ensure you are fully aware and prepared.  The Corporate Transparency Act, despite challenges to its constitutionality, is still very much intact and being...
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