Business Succession Planning with Trusts

Business Succession Planning with Trusts

For a quick assessment of your needs – let’s talk to discuss how Trusts can help your business. Business Succession Planning with Trusts Understanding how a trust can help with your business succession is key to assuring your financial stability, both in planned transitions and unplanned transitions of your business. You may be looking ahead […]

When Is An LLC Needed

  We want to help you out on your business journey and explain to you when a corporate liability shield, like an LLC or corporation is needed or not. As small business owners it can be extremely valuable to find guidance in what you should be doing for your business and when. We are going […]

How To Stop Check Kiting Scams

How to stop check kiting scams

Check kiting is one of the many ways your financial securities can be violated.   It constitutes a type of bank fraud very popular in the early 2000’s, that was in its majority shut down by a regulation called check 21 act.  Even though not as common as it used to be, check kiting is […]

Fiduciary Duty Litigation

fiduciary duty litigation

A fiduciary duty is an obligation that exists in a relationship in which one of the parties has the best interest when acting on the other party/es behalf.  There are multiple types of fiduciary duties. Some examples can be the obligations between lawyers and clients; shareholders and directors; between business partners; and many others where […]

What Is an Accredited Investor?

accredited investor

An accredited investor is a person or legal entity with a special status under financial laws, who is allowed to participate in non-registered investments, since being considered an individual with the experience and means to participate in riskier investments and bear any potential losses. The Securities and Exchange Commission (SEC) concedes companies and private funds […]