The One Big Beautiful Bill: What It Means for Your Family’s Financial Future

The massive tax legislation known as the “One Big Beautiful Bill” (“OBBB”) became law on July 4, 2025, brings  sweeping changes that will affect nearly every American family. While much of the media attention has focused on the political drama surrounding its passage, what really matters is how these changes impact your family’s financial security […]

Why Business Owners Deserve More Than an Easy or Cheap Estate Plan

When you’re a business owner, an easy or cheap estate plan can leave your business vulnerable. Learn why your business documents and estate plan must work together, and what can happen if they don’t. Read more… Picture this: you’ve just set up your estate plan using a quick and easy online DIY form or a […]

Have a Trust? How the Corporate Transparency Act Affects You

Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate Transparency Act, set to kick in next year. If you aren’t, it’s time to get in the know because it could impact you, and if it does, you’ll need support. Starting January […]

Are Your Business’ Independent Contractors Actually Employees?

You’ve just started your business – or maybe your business has been thriving for years – and you need more workers to help run the business.  You decide to hire some independent contractors so that you don’t have to worry about the time and costs associated with employee payroll taxes.  Maybe you have heard of […]

Buy Sell Agreements: A Pre-Nup for Your Business

Do you know what will happen to your business if a co-owner partner dies?  If he gets divorced?  What if he decides he just wants to retire?  Will you receive 100% ownership of the business?  If he dies, will you have to share business interest and decision making power with his wife or children who […]