Estate Planning

Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline

If you or your Trust own or manage a business, you’ll be required to report information about the company’s ownership under the new Corporate Transparency Act. And if you, or your Trust, create a new company in 2024, that report could be due in as little as 30 days. In this blog, I’ll share how to get a year-long reporting extension for your new business, but you’ll need to act before the end of the year. Read more…

Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline Read More »

How to Talk Money With Your Family Over The Holidays

The holidays are a perfect time to bring up conversations around inheritance, end of life, and stepping into another level of connection and intimacy, if you do it right. Otherwise, it could end in a big unresolved mess. Asking your relatives how they want their money and belongings handled when they die or if they become incapacitated might not go over well while opening presents or carving a turkey. To keep your family from feeling blindsided and to make the most of your conversation, consider these tips. Read more…

How to Talk Money With Your Family Over The Holidays Read More »

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