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.
Plan For The Road Ahead
Month: November 2023
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.