Welcome Back, Gen Z (+ other!) Planners – let’s start a business! Now, if you’re trying to start your own business, you are in the right place! Let’s talk about what smart business owners due to protect themselves from the start! Here are the basics you need to get started on the right side of…
Continue reading…Category: Tips
DIY Estate Planning? 6 Reasons Why Hiring an Estate Planning Lawyer Beats Doing-It-Yourself
DIY Estate Planning?? In the information age, you can pretty much learn how to do just about any household task- watch a video on YouTube to learn how to build a bookshelf, read one of the thousands of DIY blogs to learn how to install a sprinkler set, or refinish a dresser. With the…
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Nevada Asset Protection Corporate Veil – Does it Really Protect Your Personal Assets?
Most business owners understand the importance of keeping your business separate from your personal estate. You may have done your homework and weighed your options. Perhaps you’ve even considered the tax and non-tax implications for common business entities. We bet you’re also intrigued by the protections certain business entities (such as Nevada LLCs) afford their…
Continue reading…Trump Tariffs: What They Mean for Your Wallet (and is a Recession on the Horizon?)
Let’s talk tariffs. Yep—those taxes on imported goods that made headlines a few years ago during the Trump administration. While they may sound like a topic reserved for economists and politicians, tariffs have had some very real, very tangible effects on everyday Americans—and could still be contributing to broader economic uncertainty today. Wait—Remind Me What…
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Get to the Polls!
Election Day is tomorrow, Tuesday, November 5th, 2024! Questions about where/how to vote? Need help? Here are the answers! 👉👉 I Will Vote NEVADA VOTERS – Did you know that you can easily fill out your Mail Ballot from home? Follow these easy steps to ensure your ballot counts: Place your completed ballot into the…
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New Home?? 3 Essential Planning Tips for Homeowners…
Congrats on the purchase of your new digs! Whether this is your first home, or you’re moving up, downsizing, or making a change, buying a home is a significant milestone. When major life events occur, it’s important to take some time to ensure your plans for the future are aligned with your current estate plan, or…
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Do I Need a Will or a Trust? (4 Options to Avoid Court)
My best friend (who is a legit big deal in the world of international finance), texted me the other day: “Hey! What do I need, a Will or a Trust?” Did you know that simply having a Last Will and Testament (“Will”) likely ends up with your estate being handled by a Court? (She did…
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The Upcoming 2025 Trust Tsunami and How to Handle it (by Steve Oshins)
(by Steve Oshins via Ultimate Estate Planner) The estate and gift tax exemption is scheduled to drop in half at the beginning of 2026. This is going to shift the supply/demand ratio so far in favor of estate planners that wealthy prospective clients who know they need to make their large gifts need to start…
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How Much Does an Estate Plan Cost???
How Much is a Living Trust? How Much is a Will? How Much does an Estate Plan run? We get a variations of this question – a lot. As much as we’d love to give you a simple answer, our response is the typical “lawyer” answer: “It depends…”. We can’t tell you without talking to you about…
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CTA + BOI: Does my company qualify for the “Inactive Entity” Exemption??
At the beginning of the year, we discussed the new federal Corporate Transparency Act (“CTA”) that took effect on January 1st, 2024. (Check out that blog here!) In short, many small businesses and its owners were impacted and are required to submit Beneficial Ownership Information (“BOI”) reports. Noncompliance with the CTA may result in steep fines ($500/day + $10,000 for criminal fines), plus a…
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