Kylie Casper
As a business owner, if you want to keep your personal information private and out of the public record, there’s a solution that many business owners use – nominee services. Nominee services allow you to use the personal information of a nominee on your business’s records, such as articles of incorporation and annual financial reports, … Read more
Making important decisions for aging parents can be a challenging task. Power of attorney (POA) enables individuals to make crucial decisions on behalf of their parents, such as managing their finances or making medical decisions, when they are unable to do so themselves due to age or illness. While it may be difficult to approach … Read more
To run a business successfully, it is necessary to create various financial documents, including cash flow and profit and loss (P&L) statements. Doing this enables business owners to understand their business’s current financial health and make appropriate changes to improve company performance. Many business owners hire accountants to create these documents. Still, it can be … Read more
As a parent, you may be accustomed to managing your children’s legal and medical affairs, as circumstances require. If your child requires urgent medical attention while away from you, a simple phone call authorizing care can do the trick. But what happens when those “children” turn 18, now adults in the eyes of the law, … Read more
If you have a current estate plan that distributes your assets outright to your kids – whether all at once at a certain age or in stages – you’ve overlooked an incredibly valuable gift you can give your children (and the rest of your descendants for generations). This gift is an estate planning tool that … Read more
Client contracts, or agreements, refer to legal agreements between businesses and consumers. They help establish expectations for the individuals who use a business’s products or services. Additionally, they outline what customers can do if they have an issue with the product or service. Businesses typically use client contracts to ensure their customers remain satisfied while … Read more
Most people, regardless of stature and wealth, likely do not know how to evaluate estimates when shopping for an estate plan. Shopping for an estate plan based on getting the lowest cost plan possible is often the fastest path to leaving your family with an empty set of documents (maybe in a beautiful binder, but … Read more
If you dream of one day retiring from your business, selling it, or leaving your company to your family, there are essential planning steps to take care of today. Perhaps surprisingly, properly planning for what would happen to your business upon your death or incapacity is one of the most important things you can do … Read more
Regardless of the industry you are in, the reality of being a business owner is that you open yourself up to a number of unique risks that most people don’t have to worry about—and the more successful your business is, the more risks you face. Unfortunately, most business owners aren’t fully aware of all the … Read more
Even though young adults are traditionally the least likely to engage in estate planning, all adults over age 18 should have some basic estate planning documents in place. And this is true regardless of how much money you have, whether you are married or single, and whether or not you have kids. On that note, … Read more
