During the process of setting up your will or trust you are going to be asked to make some very important decisions regarding your future plans. Below are some of the most important roles we ask our clients to nominate another person for and a brief description of each. Who, in your life, would you […]
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Structuring Alone is Not Enough
It is common for entrepreneurs to form multiple companies to operate various business interests. Even when those interests are being utilized to accomplish a core mission. For example, using a Holding Company (HC) to hold the interest in several subsidiary companies… a Payroll Company (PC), an Operations Company (OC), and a Real Estate Company (RC). Proper […]
The Importance of Funding
There are many ways to craft an estate plan for an individual or family. The basic building blocks consist of powers of attorney, healthcare directives, guardianship planning, and will(s) and/or trust(s) to direct where your stuff goes when you pass. Which tools should be used in a specific case really comes down to the customers […]