Organizational documents are imperative for entrepreneurs starting a business. This article digs a little deeper into a specific issue that comes up …
You’ve likely heard the conventional wisdom many times. Your friends or family or even at times the bank teller will counsel you …
At this time of year when high school students apply to the colleges of their dreams and matriculates return to their studies, …
Sometimes our clients come into excess cash. They sell an asset or a business. They receive an inheritance or gift. They receive …
Let’s assume that the patriarch of a local manufacturing business is ready to determine the best way to transition ownership of the …
The concept of gifting is simply that you give something to someone or something for no value in return. That is, the …
As the center of Washington’s agricultural empire, it is important to recognize the planning opportunities afforded the Washington farmer in the Tri-Cities. …
Few words evoke such strong negative imagery as the term “probate.” For most people, they are not sure exactly what probate entails, …
We make money and we want to keep it. But, potential creditors are lurking around every corner. Perhaps it’s a professional malpractice …
At least once each year you should sort through the clutter of your financial records. Here are some tips to help you …
Times can get financially rough. People go through difficult periods in life and might be strapped for cash and need an additional …
Business owners are particularly sensitive to cash flow and liquidity needs. This can be especially true of the business owner’s estate after …
Popular culture instills in us Washingtonians the concept of “common law marriage.” The concept goes something like this: if a man and …
Many business owners believe that the executive employment contract is unnecessary. Or, that by entering into an employment contract with the employee, …
You’ve likely heard finance experts say it. In fact, Suze Orman wrote about it in the July issue of the Costco Connection …
I get this question a lot: “Beau, what’s the single most important thing I can do in my estate plan to ensure …
As this issue is devoted, in part, to the issue of philanthropy, I thought it prudent to review some basic charitable gifting …
As any Tri-City Area Journal of Business reader knows, organizational documents are imperative for entrepreneurs starting a business (see my article in …
