FAQs

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.

Election Day is tomorrow, Tuesday, November 5th, 2024!  Questions about where/how to vote?  Need help? 

Here are the answers!  👉👉👉   I Will Vote

My best friend (who is a legit big deal in the world of international finance), texted me the other day:  

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 not).

I figured if she was in the dark, others must be pondering this question.  Today, I’m sharing your four options to avoid court and ensure your estate is handled seamlessly...

The Good News:  If your LLC qualifies as an “inactive entity,” you may be exempt from having the hassle of submitting a “Beneficial Ownership Information” (BOI) Report to FinCEN.  

The Bad News:  In our experience, most dormant / unused companies don't actually qualify as "Inactive" under the CTA rules... 

Read on for 6 questions to figure out whether your company qualifies as "inactive" in this week's blog...

Check out this week's blog to find out what you need to know - now - about the Corporate Transparency Act ("CTA"), which is estimated to impact over 30 million - mostly small + mid-size - businesses.

This new federal law likely affects you if: 

• Are a business owner;

• Have beneficial ownership in a business (individually, or thru another company or trust); 

• Have substantial control over a business 

The failure to comply with the CTA is not to be taken lightly, with steep fines ($500/day + $10,000 for criminal fines), plus a possibility of two years in jail! 

Read on for a link to our comprehensive guide to the CTA + BOI Reporting, to see if you're impacted  + what you need to do... 

There are many options out there when looking for an estate planning attorney. 

Check out our blog where we offer (3) different types of lawyers you may come across when looking for the right fit to help protect your legacy...

As an estate planner, I deal with lots of generous, kind folks with very big hearts (and sometimes, big wallets to match). 

That’s not always the case- sometimes clients have a more modest estate that belies their generous spirits. 

In this series, I’m offering a weekly Q&A to outlines some mistakes I've seen my generous clients make- along with my recommended course-correct plan of action!

Many presume the single essential document is a Will or Revocable Trust.

While a Will (or more importantly Trust) is critically important, the most important document may be one you haven’t heard of- the HIPAA Authorization...

Estate planning is important for both sexes, but the pitfalls of failing to plan simply affect women, particularly mothers, much more than men for a host of reasons. 

In this week's blog, Tiffany lists 16 key talking points for women (and everyone else) to consider in order to protect their future selves, families, & loved ones. 

Happy LGBTQ Pride Month!   

Most people, regardless of their gender identity or sexual orientation, should make an estate plan. However, same-sex couples/families and LGBTQ individuals may have more to gain from making an estate plan than others because of the ever-changing nature of the laws surrounding LGBTQ issues.  An estate plan can also help clarify the nature their relationship for those family members or professionals who may not (sadly) understand it or approve of it. 

In honor of Pride Month, this week's blog addresses 6 Key Estate Planning Issues to consider for LGBTQ families & individuals...