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Member Articles


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 ...

Crowdfunding 101

In the ever-evolving finance and investment landscape, crowdfunding has emerged as a game-changer for entrepreneurs seeking funding for their projects and business ideas. This revolutionary funding technique, which first ...

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