Are you ready to expand to a second location?

Are you ready to expand to a second location?

Are you thinking about expanding your business to a second location? If so, make sure your company is truly ready. First ask whether you can duplicate the success of your current location at another one. Also look into how an expansion might create conflicts between...
3 reasons you should continue making lifetime gifts

3 reasons you should continue making lifetime gifts

The TCJA doubled the lifetime gift and estate tax exemption this year to an inflation-adjusted $11.18 million. But it can still pay to make lifetime gifts. First, gifting removes future appreciation from the estate, saving estate tax for taxpayers with very large...
Protect your peace of mind with a trust protector

Protect your peace of mind with a trust protector

Do you need a trust protector? Maybe, if you aren’t completely confident the trustee will carry out your wishes. A trustee manages the trust on a day-to-day basis, while the protector oversees the trustee and weighs in on critical decisions, such as investment...