Check out our blog posts for Estate Planning tips, resources, and recent developments
Own a Business? Don’t Miss The Corporate Transparency Act Reporting Deadline
If you or your Trust own or manage a business, you’ll be required to report information about the company's ownership under the new Corporate Transparency Act. And if you, or your Trust, create a new company in 2024 or later, that report could be due in as little as 30 days.
Passing the Torch: How to Inspire Your Kids to Take Over the Family Business
The dream of passing on your business to your children and witnessing the legacy you've built continue to flourish is a powerful one. However, inspiring your children to embrace the idea of taking over the family business can present its challenges. Read more…
Have a Trust? How the Corporate Transparency Act Affects You
If you have a Trust that is a partial or full owner of a business, the business may be required to disclose certain information about your Trust in an annual report under the new Corporate Transparency Act. So how do you know if the new rule applies to you?