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What is a Trust?

Wealth Planning
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A trust can be a beneficial part of your estate plan for transferring assets and minimizing taxes.Many people ask: What is a trust? A trust is a flexible and advantageous way for a person to leave his or her assets to future generations and simultaneously reap certain present benefits.The specific type of trust you may wish to use will depend on a host of specific circumstances.Types include living trusts and testamentary trusts, and revocable and irrevocable trusts.

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Is a Limited Liability Company (LLC) Right for You?

Marguerite Weese |
My Business
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There are many ways to structure your company, and an LLC may offer the features and benefits you need.An LLC is a legal entity regulated by law, and must be registered with the Department of State in which it’s established.Instead of owning stock, each member owns an interest in the LLC, much like a partnership.LLCs offer flexibility in the structure of the company’s members, potential tax advantages, and the ability to minimize the personal risk and liability of the company’s owners.

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Is Your Business Ready for Your Retirement?

Marguerite Weese |
My Business
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As a business owner, you need to develop a solid business succession plan that defines the role that your company will play in your retirement and estate plans.Whether you plan to pass the business on to your children or sell it outright, each option has unique considerations.Succession plans can be structured any way you like, just so long as you have one in place well before you need it.

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