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Best age to Inherit Property

What is the Best Age to Receive an Inheritance

December 15, 2023September 9, 2024 Robert Aufseeser

There isn’t a universally “best” age to receive an inheritance, as the optimal age can depend on numerous factors, such […]

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Estate Planning Inheritance, Trusts
A non-compete agreement has advantages and disadvantages

Is Your Non-Compete Agreement Enforceable: What you Need to Know

November 29, 2023November 29, 2023 Robert Aufseeser

A non-compete agreement (aka a non-compete) restricts an individual’s ability to engage in similar employment or activities that compete with […]

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Business Non-Compete, Restrictive Covenant
The concept of fiduciary duty

How to best understand the concept of fiduciary duty

November 23, 2023September 9, 2024 Robert Aufseeser

Fiduciary duty refers to a legal obligation that one party (the fiduciary) owes to another (the beneficiary). This duty requires […]

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Estate Planning Fiduciary Duty
Irrevocable Gift Trusts feature image

The Proven Benefits of Using Irrevocable Gift Trusts

November 9, 2023September 9, 2024 Robert Aufseeser

Irrevocable gift trusts can benefit the whole family in times when you might want to make a large gift to […]

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Estate Planning irrevocable trust
CEO struggling with corporate taxation; deciding between between c-corp and s-corp

Proven tax strategies converting a C-Corp to an S-Corp

October 25, 2023October 25, 2023 Robert Aufseeser

Not operating as an S-Corp? You might be asking yourself why your closely held company is still being taxed as […]

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Taxation C-Corp, Corporate Taxation, S-Corp, TCJA
make a difference

How to make charitable giving part of your estate plan

October 10, 2023September 9, 2024 Robert Aufseeser

Charitable giving can be a fulfilling and meaningful way to make a positive impact on the world. Estate planning provides […]

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Estate Planning Charitable Giving
Deferred Compensation Plans

Enormous Risks of Nonqualified Deferred Compensation Plans under 409A

September 19, 2023September 19, 2023 Robert Aufseeser

A nonqualified deferred compensation (NQDC) plan is an arrangement between an employer and an employee where the employee can defer […]

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Federal Law 409A, Deferred Compensation
Happy family setting up revocable living trust

Do I Need a Lifetime Revocable Living Trust

September 13, 2023September 9, 2024 Robert Aufseeser

A REVOCABLE LIVING TRUST allows you to retain control over your assets during your lifetime. You can alter, amend, or […]

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Estate Planning Revocable Living Trust
Couple reviewing their Advance Medical Directives

Advance Medical Directives and Proven Living Wills that Actually Work

September 5, 2023September 5, 2023 Robert Aufseeser

Advance medical directives, including living wills, are an important tool for individuals to ensure that their wishes are respected when […]

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Estate Planning Advance Medical Directive, HIPAA, Living Will
Should I form my business as a limited liability company (LLC) or corporation

Limited Liability Company or Corporation – Which is Better

August 29, 2023August 29, 2023 Robert Aufseeser

I am often asked whether a business should operate as a Limited Liability Company or a Corporation. Which is better? […]

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Business Choice of Entity

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