Series LLC, Series Limited Liability Companies, Uniform Protected Series Act,
By Jennifer L. Villier, JD | Product Manager, WealthCounsel Series limited liability companies (LLCs) have been called the next generation of pass-through entities, gaining in popularity and use as states...
Estate Planning, Business Planning,
Estate Planning Awareness Week, October 21-27, 2019, is just around the corner. With a reported 60% of all adults not having an estate plan, now is the perfect time to...
Estate Planning, Business Planning, Estate Planning Awareness Week,
Estate Planning Awareness Week is just around the corner. With so much going on this year — the coronavirus and the upcoming presidential election — now more than ever, attorneys...
Estate Planning, Tax Planning, Client Communications, Client Relationships,
The 2020 tax season is underway, but millions of Americans have yet to start preparing their tax returns. In 2018, it was estimated that over 14 million people waited until...
Estate Planning, Charitable Planning, Charitable Giving,
To err may be human, but clients can be less than forgiving when it comes to costly errors with their money and unfulfilled charitable giving goals. Awareness is key—take every...