Business owners, it’s time to get ready for the new Beneficial Ownership Information (BOI) reporting requirements coming in 2024! Starting January 1, 2024, many corporations and LLCs will have to submit a BOI report.
Plan For The Road Ahead
Year: 2023
How Arizona Prop 209 Affects Home Equity
Arizona Prop 209 has had a huge impact on Arizona’s homestead exemption. If you are currently handling the estate of a loved one and are curious about how the homestead exemption may apply in your case, schedule a consultation with us today to learn more!
Duties and Responsibilities of Trustees
If you have been chosen by a loved one to serve as the trustee of their trust, we’ve got your back. This latest blog post covers some of the basic duties and responsibilities of trustees so you know exactly what to expect.
The Importance of an Operating Agreement for LLCs Among Loved Ones
Navigating business with loved ones? Learn why operating agreements are your secret weapon! Prevent conflicts, set clear expectations, and ensure success for your business and your relationships.
Why You Should Hold Rental Properties in an LLC
Safeguard your investment properties and gain asset protection by forming an LLC for your rental properties.
Leaving a Legacy of Gratitude: Charitable Giving in Estate Planning
Express your gratitude by including charitable gifts in your estate plan.
Estate and Business Planning for Social Media Influencers
Social media influencers have unique estate planning and business succession needs. This blog post discusses how to protect your assets and your business.
Estate Planning for Military Service Members: Protecting Your Family and Benefits
This Veterans Day, we salute all our veterans and military service members who have committed their lives to serving our country. To show our appreciation for your service, this blog post is dedicated to the intricacies of estate planning for veterans, military service members, and their families. Let’s walk through some of the reasons why estate planning is particularly important for military service members:
The Difference Between Trustees and Trust Protectors
Understand the roles, responsibilities, and legal distinctions between trustees and trust protectors.
Myths and Misconceptions in Estate Planning
Debunking common estate planning myths and misconceptions.