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Best age to Inherit Property

What is the Best Age to Receive an Inheritance

2023-12-152024-09-09 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

2023-11-292023-11-29 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

2023-11-232024-09-09 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

2023-11-092024-09-09 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

2023-10-252023-10-25 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

2023-10-102024-09-09 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

2023-09-192023-09-19 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

2023-09-132024-09-09 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

2023-09-052026-02-26 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

2023-08-292026-02-26 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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