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Latest Blog Posts

Proper LLC Formation and Governance: Sweating the Details

Posted on: September 13th, 2015
Setting up an LLC can, of course, offer many advantages. Chief among those advantages is an LLC’s flexibility. With less stringent requirements for compliance and less necessary paperwork than S-Corps and C-Corps, LLCs are easier to form and easier to keep in good legal standing. The flexibility of an LLC, however, is not permission to be informal in its creation or operation....

Valuation Discounts in Estate Planning soon to disappear.

Posted on: July 14th, 2015
IRS attorney signals looming restrictions on discount techniques. Estate Tax Planning with FLP and FLLC faces increased IRS scrutiny....

What is the ABLE Act all about?

Posted on: March 22nd, 2015
5 Questions Answered about the ABLE Act for Special Needs Beneficiaries...

At Least Have These Basics

Posted on: March 22nd, 2015
Yes, estate planning is boring to most. But if you do anything, take 5 minutes out of your busy life to be sure you have these 3 areas suggested below covered. Many people mistakenly believe that estate planning is only necessary for the wealthy. In reality, a basic estate plan is essential for everyone, regardless of income or net worth, because we all want to minimize confusion, unnecessary costs, and stress for loved ones after a death....

4 Reasons Why a Living Trust is Preferred over a Will

Posted on: June 26th, 2014
Many consumers and professionals now prefer an estate plan that uses a revocable living trust over a will as the primary estate planning document. Here are four reasons why:...

Trust Based Estate Plans vs. Will Based Plans

Posted on: March 31st, 2014
Benefits of a Revocable Living Trust in comparison to a Will are far superior and many. This is a good starting point for estate planning decisions and decisions....
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