One of the primary goals for establishing an estate plan is to ensure that your assets ultimately transfer to your heirs and other intended parties. For individuals engaged in business or with sizable wealth, an asset protection plan could be essential in reaching that goal. A carefully crafted plan can help you preserve your tangible...Read More

The generation skipping trust tax (GSTT) trips up the plans of clients who wish to leave assets to their grandchildren. The GSTT is the IRS’s way of ensuring such gifts—as well as the grandparent’s estate—do not escape taxation.Read More

As we discussed in our last couple posts, there are numerous books about better ways to think about your role in your business, and time-saving applications that may be a huge boon to your work. But still other business owners may want a reliable reference–where to go for insights on specific topics as they arise.Read More

In our first post, we talked about business owners who may feel overwhelmed by the business of running a business, and we suggested a couple books to help them reframing their thinking about small business ownership. But now let’s turn to a couple technological solutions that are surprisingly easy to use, but may streamline their...Read More