Jun 7, 2022

Seven Reasons For Considering a Family Office

By |June 7th, 2022|Business Planning|Comments Off on Seven Reasons For Considering a Family Office

Why Family Offices Are The Convenient Way To Manage Your Wealth Family Office Benefits For a Successful Wealth Management A family office provides management services to a family whose businesses and wealth have become too complex and significant to manage by themselves. A family office often combines investment, legal, and tax services along with lifestyle [...]

Jun 7, 2022

Can a Trust Own My Business After I Die

By |June 7th, 2022|Business Planning|Comments Off on Can a Trust Own My Business After I Die

Is It Possible To Pass Your Company To A Trust After You Die? How a Trust Can Legally Own Your Business After Your Death In general, the answer to the title question is yes, your trust can own your business after you die. However, there are a number of considerations that may impact the answer [...]

Oct 4, 2021

3 Common Estate Planning Myths Debunked

By |October 4th, 2021|Business Planning|Comments Off on 3 Common Estate Planning Myths Debunked

3 Common Estate Planning Myths Debunked Misconceptions About Estate Planning You Shouldn't Believe Estate planning can be a very difficult process. While it is not brain surgery, making the decision to move forward with an estate plan requires us to face the fact that we will not live forever. This thought stops many people in [...]

Oct 4, 2021

The Importance Of Having An Estate Plan For You & Your Loved Ones

By |October 4th, 2021|Business Planning, Estate Planning|Comments Off on The Importance Of Having An Estate Plan For You & Your Loved Ones

The Importance Of Having An Estate Plan For You & Your Loved Ones What Happens If You Don't Do Estate Planning? In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning [...]

Jun 1, 2021

Financial Planning & Estate Planning: Protecting Your Future

By |June 1st, 2021|Business Planning, Estate Planning|Comments Off on Financial Planning & Estate Planning: Protecting Your Future

Financial Planning & Estate Planning: Protecting Your Future 4 Essential Things You Should Review To Make Your New Job a Success Congratulations on your new job! Getting a job begins a major chapter in your life. As you navigate this new territory, we are here to help ensure a prosperous transition. To protect the future [...]

May 16, 2017

A Primer on Asset Protection Law

By |May 16th, 2017|asset protection, Business Planning, Estate Planning|Comments Off on A Primer on Asset Protection Law

A Primer on Asset Protection Law Clients often ask us about the best way to protect their assets from unnecessary taxation, risk, and potential unknown creditors. Other clients are surprised when we explain that their assets may be exposed to these kinds of liabilities. There is a common misperception that asset protection in Mesa, [...]

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