6 Key Considerations for Passing Down a Family Business
You have spent years building your small business, but have you taken time to consider what will happen to it when you retire, become disabled, or pass [...]
More on Real Estate Titling
Following up on our last post about Why Title Matters for real estate. This month we will examining some common real estate interests and related titling options. [...]
Why Real Estate Title Matters
Real estate can take on different forms of ownership depending upon the number of parties and the unique circumstances involved. Understanding how your real estate is owned, [...]
SECURE Act Update – Proposed Regulations Issued
In 2020, we alerted you to the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective as of January 1, 2020. See our [...]
Election Year Estate Planning – Why You May Need to Act Fast!
With a push by the Democratic party to restore federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislation that could [...]
Protecting Your Family in Vulnerable Times… Lessons From the Geese!
Last week, Missouri finally approved the notarization and witnessing of estate planning documents by virtual presence. Until the order was passed, we were conducting our signing meetings [...]
Protecting Yourself and Your Legacy in Light of COVID-19 (Coronavirus)
In the midst of a global pandemic, it goes without saying that an updated estate plan is critical. While we are monitoring the current situation with COVID-19 [...]
Impact of the SECURE Act
If you have kept up with current events, you know that January 1st marked a significant change to retirement accounts. On December 20, 2019, President Trump signed [...]
Protect Your Business with a Buy-Sell Agreement
An unexpected death, disability, or retirement. An irreconcilable dispute. Divorce. These triggering events may put your successful, stable business into a tailspin. Luckily, a buy-sell agreement can [...]