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The Corporate Transparency Act: What does it mean for you?

The Corporate Transparency Act (CTA), effective January 1, 2024, was established by Congress to limit the anonymity of corporate structures with the goal of combatting elicit financial activities, enhancing national security, and promoting the integrity and fairness of the financial system.[1] The CTA requires millions of newly established and pre-existing businesses (corporations, limited liability companies, […]

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Common Misconceptions About Trusts

Whether meeting groups during estate planning seminars or clients individually, I’ve found there is a general misunderstanding of trusts and their function.  Far too many people think trusts are for “others” when they may be ideal candidates for a trust to protect their assets and avoid probate when they pass away.  The following are the

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