Business owner examining company records

Beyond the Veil

Entrepreneurs usually have a high tolerance for risk, and thus, they can be highly successful while navigating the challenges of running a company. As a business owner deals with the day-to-day stresses of making constant decisions, certain details c… Read More
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Awareness & Preventio…

Awareness & Prevention

Reports indicate that financial exploitation of the elderly is increasing, particularly while seniors and other vulnerable adults have been more isolated due to Covid restrictions. The following indications are meant to alert you to conditions that a… Read More
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Stake a Claim

Stake a Claim

In early spring of 2019, a home was damaged by fire, nearly a year after the homeowner’s death. The heirs submitted a claim under the homeowner’s policy, which had been issued in the name of the deceased. The insurance carrier denied the claim, c… Read More
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As Intended

As Intended

In the 1960s, the owner of lakefront property sold two parcels that were not on the lakefront and granted a 20-foot-wide easement across his lakefront parcel “for access to [the] Lake.” The owners of the “back lots” installed a dock w… Read More
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Ownership Compensation an…

Ownership Compensation and LLCs

One significant advantage of organizing a business as a limited liability company is the flexibility it affords. A single-member LLC can be taxed as a sole proprietorship, a multi-member LLC can be taxed as a partnership, and both single-member and m… Read More
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A Changing (Tax) Landscap…

A Changing (Tax) Landscape

The IRS has issued inflation adjustments for certain sections of the Internal Revenue Code. Of interest to our estate planning clients, the federal estate exemption amount for decedents who die in 2022 has been increased to $12.06 million per individ… Read More
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Real Property Ownership:…

Real Property Ownership: Your Interest Matters

How title to real estate is held between owners and the legal consequences of that ownership are common areas of misunderstanding that we work through with clients. There are situations where a property owner believes they know what form of ownership… Read More
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All in the Family

All in the Family

The U.S. Chamber of Commerce indicates that there are 5.5 million family businesses in the United States. They account for 57% of gross domestic product and employ 63% of the workforce. For business owners, family and business are top priorities. Bus… Read More
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The Complications of Cons…

The Complications of Conservatorships

During last month’s hearing, Britney Spears gave an emotional plea to the California Superior Court to finally end her 13-year conservatorship. In recent time, the #FreeBritney conversation has brought light to the issue of conservatorships, and ho… Read More
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Planning for Crypto

Planning for Crypto

Cryptocurrencies (like Bitcoin) are continuing to become more mainstream as their volatility has made headlines during this past pandemic year. As more people add cryptocurrency to their investment portfolio, it becomes increasingly important for est… Read More
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