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What You Inherit Can Affect Your Taxes

What You Need to Know About the Three Types of Taxes that Could Apply When you receive a bequest from a loved one or a friend, you might be concerned about the tax implications. There are three primary types of taxes that could potentially apply: capital gains tax…

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Things You Can Do Now Before Getting Sued

How Insurance Works in Your Protection Strategy As an attorney who has seen firsthand the damage that lawsuits can inflict on unprepared individuals, I want to emphasize a critical yet often overlooked step in protecting your assets: obtaining sufficient insurance coverage before a lawsuit ever becomes a reality….

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Do Inactive Business Entities Need To File A BOI Report?

Clarity and FAQs on the Corporate Transparency Act Many business owners are wondering if they need to file a beneficial ownership information (BOI) report if their business ended before the BOI reporting rules started on January 1, 2024. The Financial Crimes Enforcement Network (FinCEN) has provided some clarity…

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Embrace the Awkward of Writing Your Will

It’s National Make-A-Will Month in August As August comes to a close, it brings with it more than just the sweltering heat and the promise of impending fall. It’s National Make a Will Month—a time dedicated to encouraging us all to confront a topic many of us would…

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Birthday Month Reflections

Another rotation around the sun Looking back over the year and doing a retrospective over what’s gone on is important to do on regular intervals. I like doing it on my birthday because it happens every year, so I am very clearly reminded of the date. It’s a…

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Business Owners, Don’t Leave Yourself Exposed

The details matter! Do you know where your Corporate Book is right now? Some of you may wonder where it is, and others may wonder WHAT it is? Your Company Book is where you keep the legal records of your business. It is where you record the history…

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