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Member Articles


Harmonizing Closely-Held Business Succession and Personal Planning

Or… Learn to Stop Worrying and Love the Bomb  If you recognize that parenthetical tagline, you are likely part of the baby boomer generation, like me, and already familiar with worrying about things we have no contro ...

How Lifetime Discretionary Trusts Can Protect Your Assets

The ever-changing economic spectrum muddies the transparency of future economics, decisions, and overall lifestyles. With the ever-changing political landscape, we have seen adjustments to federal estate taxes and accept ...

Empowering Your Fiduciary: A Roadmap for Effective Estate Oversight

Compiling a roster of professional contacts, including your attorney, accountant, insurance advisor, and investment consultant, serves as a valuable resource for your surviving family members. This comprehensive list not ...

Economic Realities Test: A Deep Dive into Employee vs. Independent Contractor

How does a business owner determine whether they’ve hired an independent contractor or an employee? The answer to this question is complex and often subject to substantial misinformation. It doesn’t help that the Dep ...

Issues That Arise When Making Bequests to Charity

Estate planning is most often thought of in the context of passing wealth down to family and friends after one’s death. However, many people also desire to make a lasting impact by leaving money to charity in their wil ...

Non-Compete Agreements May Soon Be a Thing of The Past, Employers Should Revisit Them Now

Non-compete agreements hold significant sway in the world of employment-related contracts because they shape the dynamic of the relationship between employers and employees/independent contractors once their relationship ...

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