Oct 25

5 Mistakes Start-ups Make When Forming Their Business

By Amy June

It seems that everywhere you look, a new start-up is trying to make it big with a game-changing idea. But it’s only the ones that can turn that idea into reality that reach business success. Too many start-ups fail to make the transition from idea to execution or encounter major setbacks along the way. In […]

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Oct 25

How Estate Planning Can Bring Blended Families Closer

By Amy June

Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of 2nd (or more) marriages, in which one or more of the parties comes with children from a prior marriage. And then, they may even go on to have children together.If you have or are part […]

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Oct 18

Why Operation Agreements Are a Must For Business Owners

By Amy June

As with so many things in life, some of the same qualities that help small businesses succeed can also lead to their demise. Fortunately, much of that risk can be lessened through operational excellence.For example, the owners and managers of small businesses often know each other before they go into business together. Sometimes, they’re even […]

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Oct 18

Why You Need a Trust – Even if You Aren’t Rich

By Amy June

When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund – or trust – is actually a great estate planning tool for many people with a wide range of incomes who want to accomplish a specific purpose with their money.Simply put, a trust is […]

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Oct 11

With Tax Laws in Flux: What Should Business Owners Do Now?

By Amy June

As we wrote last week, on September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats proposed a number of significant tax increases and other changes to fund the plan, including increases to personal […]

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Oct 11

With Tax Laws in Flux: What Should You Do Now?

By Amy June

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats proposed a number of significant tax increases and other changes to fund the plan, including increases to personal income tax rates and the […]

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