Latest Blog Posts

Are your LLC Interests Actually Securities?

Posted on: September 19th, 2018
Most people think that only corporate stock qualifies as securities, but did you know that LLC ownership interests might be considered securities, too? Here’s what you need to know about whether your LLC interests might be securities, resulting in onerous federal and state securities law implications....

Big “Life Changes” Often Mean Big “Estate Plan Changes”

Posted on: September 19th, 2018
Many people who setup their estate planning forget to update their plan after big life changes. This is a major mistake that can place your hard-earned money and assets into a costly probate or into the wrong hands. To make sure you do not run into these issues and your wishes are followed in the event of your death or incapacity, below are nine life decisions or events that should get you thinking about updating -- or creating -- your estate plan right away. ...

Making an S Corporation Election as a Married Business Owner

Posted on: September 4th, 2018
If you’re a married business owner and you want your business to be taxed as an S corporation, there are several things you need to know....

Should your child’s guardian and trustee be the same person?

Posted on: September 4th, 2018
If you have overheard any discussion about estate planning, you have likely heard the words “guardian” or “trustee” tossed around in the conversation. When it comes to estate planning, who will be ultimately in charge of your minor child is an important decision that requires consideration of many factors. Although there is no substitute for you as a parent, a guardian is essentially someone who steps in as a parent, assuming the parental role and raising the child through adulthood. A trustee, on the other hand, is in charge of managing the financial legacy that has been left behind for the minor. As a parent, you need to take into account the characteristics needed for each role....

Business Trademarks: What’s Really in a Name?

Posted on: August 21st, 2018
If you’re thinking of starting a business (or already have a business in the works), make sure that the name you use is not already taken. Original names are essential for three reasons....

Who Should Be Your Successor Trustee?

Posted on: August 21st, 2018
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually, someone will need to step in for you when you are no longer able to act due to incapacity or after your death. Your successor trustee plays an important role in the effective execution of your estate plan......
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