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Overcoming Small Business Challenges through Operational Strategies

Overcoming Small Business Challenges through Operational Strategies 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 [..]

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How to Fund Your Trust to Avoid Probate

How to Fund Your Trust to Avoid Probate A common estate planning mistake many people make is not ensuring the trust you have created holds all your assets.  Unfortunately, most lawyers simply do not make sure this is properly handled for their clients, so if you’ve worked with any law office other than ours, you [..]

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The Basics of Venture Capital Financing

The Basics of Venture Capital Financing If you’ve come up with a great business idea, but don’t have the money to bring it to market, it may feel like you’re left with few funding options. Banks aren’t interested in loaning to startups that have yet to make any money, and most people don’t have family [..]

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Donate Appreciated Assets to Charity Instead of Selling Outright For Tax and Income Benefits Using a Charitable Remainder Trust

Donate Appreciated Assets to Charity Instead of Selling Outright For Tax and Income Benefits Using a Charitable Remainder Trust   If you have highly appreciated assets like stock and real estate you want to sell, it may make sense to use a charitable remainder trust (CRT) to avoid income and estate taxes—all while creating a [..]

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