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Annual Meetings for LLCs? It's a thing!
Corporations are required to hold annual shareholder meetings. LLCs do not have the same statutory requirement, which causes many small business owners to ask whether their LLC should hold an annual meeting. Here's our take on it.
Amy Privette
22 hours ago3 min read


Can't Touch This: Understanding the Limits of a Durable Power of Attorney
Here's the #1 mistake family members make after a loved one's death.
Amy Privette
Jan 16, 20252 min read


All the Right Ingredients: A Recipe for Success!
By aligning the benefits of an LLC with the asset transfer perks of a trust, business owners can position the company for success.
Amy Privette
Oct 22, 20245 min read


Using AI for Your Estate Plan: "Write" or Wrong?
AI is rapidly becoming a "go to" resource in all facets of life. But, should it be used to create to your estate plan?
Amy Privette
Aug 18, 20243 min read


Minor Matters: Survivor Benefits for Your Child
When planning for your child's future, naming a guardian isn't the only thing you need to consider!
Amy Privette
Apr 1, 20243 min read


How to Make Sure Your Medical Wishes Are Known and Honored!
What good does it do to have medical directives in place if no one knows about it? How can you make sure your choices will be honored?
Amy Privette
Feb 26, 20242 min read


How Much of Your Money is Safe?
The FDIC was formed to reassure Americans that money deposited in U.S. banks was safe. Still, it's critical to understand there are limits!
Amy Privette
Feb 16, 20242 min read
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