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Monthly Archives: March 2024

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21 Mar 24
How does the Corporate Transparency Act affect your estate plan?

It’s not unusual for some people to utilize complex structures for asset protection and succession planning when creating estate plans. However, the introduction of the Corporate Transparency Act (CTA) and the legal scrutiny it brings to business entities can significantly…

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11 Mar 24
Is it possible to avoid probate? 3 strategies that can help

After you pass away, the assets you leave behind will go through a legal process called probate, unless you take steps to avoid it. Probate involves validating your will (if you have one), paying off debts and distributing your assets…

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