Trusts come in all shapes and sizes and can be effectively used to solve for a variety of planning challenges. You want …
Selling anything more than a hot dog stand is a significant business undertaking that typically requires months of preparation and execution. While …
Often, folks want to protect hard earned assets from the costs of healthcare as they age. They fear expensive assisted living and …
Have you ever been given an opportunity to loan someone money at an attractive interest rate? Driven by the prospect of higher …
Despite some misleading assertions to the contrary, trusts are not the solution for every estate plan. Trusts come with baggage and the …
The end of the year marks the time when many people are doing two things simultaneously. First, they are deciding how much …
Many people desire to tithe both during life and after death. Accordingly, giving 10% of their estate to their church (or other …
Managing and preserving hard-earned wealth is a priority for many individuals. However, the specter of potential creditors looms ominously, ready to lay …
It feels like we are notified weekly that our data has been breached by one source or another. Most recently, according to …
Often times business owners go down the path of selling their business ill-equipped. Perhaps the owner has built a thriving business and …
A parent can structure a gift of $1M to a child today such that neither the child nor the parent will pay …
On April 23rd of this year, the Federal Trade Commission (FTC) issued a final rule banning non-compete agreements throughout the nation. In …
Let’s assume you are ready to sell your business and you are reviewing two competing offers, both compelling in their own way. …
Whether you know it or not, your “estate” is comprised of different assets with different attributes. Some of your assets will be …
A power of attorney authorizes a person (an “agent”) to act on behalf of the “principal” when the principal is no longer …
Business owners beware: starting this year, individuals seeking to set up a legal entity (think LLC or corporation) as well as owners …
Small business owners sometimes have an enviable opportunity to save on tax. They rightfully look for every loophole to which they are …
Washington state has published its estate tax threshold for 2024. Spoiler alert: it hasn’t changed from 2023. When learning about the estate …
During a lunch with an Executive Director of a local charity that currently qualifies as a tax-exempt 501(c)(3), I heard him remark …
As a senior citizen ages in her residence, she begins to understand a problem that has been brewing for years or decades. …
Commonly called “Probate,” the laws that dictate the handling of a person’s assets after their death usually depend on the state …
