The Small Business & Estate Planning Blog
Looking to Avoid Probate? Make Sure That You Fund Your Trust
You wouldn’t let your children get on their bicycles with only half a helmet; their protection is your number one goal. Yet many people make the mistake of leaving significant portions of their inheritable assets unshielded by the the trust they create. Even...
6 Factors to Consider When Choosing a Business Entity
What good is a house without a solid foundation? Same goes for your business. No, I’m not talking about your building’s actual, physical foundation—though that’s important, too—but the business entity you decide upon for your company. Whatever you choose, the tax,...
You Don’t Need to Be Rich: 6 Reasons Why a Trust Fund is for Anyone
Most of us, when we hear the words “trust fund”, we roll our eyes—but should we? Hollywood soap operas have for decades portrayed trust funds as a haven for only the children of the wealthiest families. You’ll be happy to know that the reality is far different from...
Don’t Bet the Family Business on no Estate Plan
Many business owners put such extraordinary effort into their business over their lifetime that they want to see it carry on after they’re gone. If you are one of those who want to ensure that your business continues to survive and thrive, a little extra foresight and...
This One Tragedy Shows Why You Need an Advance Healthcare Directive
When Marlise Munoz arrived at the hospital on the night of November 26, 2013, she was already dead. At 33, this dutiful wife and mother to a toddler son fell victim to a sudden pulmonary embolism. Despite both her husband, Erick, and her being experienced paramedics,...
These 3 Questions Get to the Heart of Being a Successful Entrepreneur
Every day, millions of Americans express the same desire: “I wish I were my own boss.” Few actually run with the idea; fewer still succeed. Just what is it that enables these daring entrepreneurs to overcome the real challenges of going into business for themselves?...
The Risks of Poor Man’s Estate Planning: 10 Common Mistakes
With my years of experience as an attorney, I have seen plenty of families left to sort things out for themselves because their parents either failed to plan their estate or turned to the siren song of the new, “do-it-yourself” estate planning websites in a misguided...
Your Family Business Shouldn’t Need You
Give Your Family Business 4 Cornerstones That Will See It Endure Through the Generations. If you’ve managed to make your family business work, you know that the relationship dynamics have their upsides and downsides. But do you know what unique pitfalls await you on...
It’s Time You Got an Agent
You need an agent. No matter the nature of your unique talent and whether or not you have a particularly telegenic personality, your agent will be there to protect your interests and desires even after you’ve passed. What, did you think I meant the Hollywood type?...
Yes, Your Small Business is at Risk of Cybercrime
If you keep up with the news, there’s no doubt you have heard of the enormous losses suffered by a number of retail giants. Though it was by no means the first, the data breach at Minnesota’s own Target Corporation in 2013 not only exposed the company to huge fines,...
The Tragic Family Fight Over the Property of Funnyman Robin Williams
The passing of beloved comedian Robin Williams shocked the world, but the latest tragedy that has followed in its wake was all too predictable. Mr. Williams left behind three children from two different marriages, Zak, Zelda, and Cody, from his first two marriages and...
Don’t Let Your Business’s Digital Assets Get Sealed Away
While we all gripe about many of the unexpected changes to the way the online services we use regularly work, one feature recently introduced by Google is sure to be embraced by individuals and families—but what does it mean for business? Google’s Inactive Account...
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