Four years before a wrongful termination lawsuit landed on his desk, Marcus transferred his investment real estate portfolio into a lifetime asset protection trust. There was no lawsuit
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Asset Protection Trusts for Business Owners: How They Work
The lawsuit came from a contract dispute with a former vendor. By the time it was resolved, the business owner had spent fourteen months in litigation, paid six
Succession Planning: New Tax Law Limit Hits Small Trusts.
When the One Big Beautiful Bill was signed into law, the headline most business owners saw was the estate tax exemption increase. Starting in 2026, the exemption rises
Your Heir Is Already in the Building: What Has to Be in Place Before the Transition Happens.
Think about why you built the business. For most business-owning fathers, the honest answer involves their family. The people they wanted to provide for. The thing they wanted
Blended Families, Family Businesses: Why the Plan Has to Be Intentional
Think about the business you’ve built and the family you’ve built, and consider whether the plan you have actually connects the two the way you intend. For a
The Business Your Dad Built: What Happens to It When He Can’t Show Up?
Think about the business your father built, or the business you are building for your family. For a lot of business-owner fathers, the business is inseparable from life.
The 1099 You Shouldn’t Send: The Summer Hiring Mistake That Follows You Into April
Every summer, the same pattern plays out. Business picks up, the calendar fills, and the college student you know becomes your part-time social media manager. A retired professional
Do You Know Your Q3 Number? Most Business Owners Don’t, and Summer Is Why.
September comes faster than it should. You blink, and Q3 is over, and you are looking at a number that is not where you thought it would be.
Your Mid-Year Business Check-In: 5 Things to Review Before Summer (and One Deadline You Cannot Miss)
There is a particular kind of business owner who discovers a problem in October. They missed an estimated tax payment in June. They hired a contractor in July
Before You Load the Car: What Your Business Needs Before You Leave for Summer Vacation
The cooler is packed. The kids are arguing over the back seat. Your partner has already asked twice whether you remembered the sunscreen. You toss all the bags