Articles

November 21, 2017
LLC

LLC – Legal Services

Limited Liability Company (LLC) With rare exceptions, when we form an LLC, we prepare complete documentation as needed for the LLC to operate, function, and carry out its intended purposes.  Forming an LLC – Legal Services will generally include the following: Attorney time for Consultation, and Selection of Jurisdiction and […]
September 11, 2017
Tough Decisions

Children and Money

When Should You Talk to Your Children About Money And Your Estate? Children and money are a tough blend.  One or both are at the root of either conflict or oneness in marriage. What should you tell your children about your estate? How much do you tell them about your […]
August 14, 2017
Spousal Lifetime Access Trust

Spousal Lifetime Access Trust

What is a Spousal Lifetime Access Trust (SLAT)? A SLAT is an Irrevocable Trust that: Provides specific support for a spouse for life Is excluded from the taxable estates of both spouses If everything goes as planned, ultimately passes more than the exclusion amount to the children or other designated […]
April 24, 2017
Family Office

Family Office

The Family Office The “Family Office” is a tool that has long been used by the “ultra-wealthy.”  It’s primary function is to consolidate control of family wealth.  Such control is, by its nature, necessarily a business activity.  In other words, the Family Office runs the business of managing the family […]