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Articles

Self-Directed IRA Versus Solo 401(k)

Many self-directed investors have the option of choosing between a self-directed IRA or a self-directed solo 401k. Both accounts can be self-directed so that you can invest in any investment allowed by law such as real estate, LLCs, precious metals, or private company...

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Stuck With a 401K Loan and Leaving Your Job

Have you taken a loan from your employer 401(k) plan and plan on leaving? Unfortunately, most company plans will require you to repay the loan within 60 days, or they will distribute the amount outstanding on the loan from your 401(k) account. Its one of the ways they...

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6 Critical Trademark Considerations

Many clients wonder whether they need to trademark their business name. A trademark is a legal protection given to a business name or slogan and allows the owner to prevent others from using the same name or slogan. The purpose of a trademark is to give the owner of...

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How to Disinherit a Child from your Estate?

What do you do when you have a child you’d like to disinherit from your estate? It’s not as easy as you think, so make sure you follow the proper procedures to specifically cut them out. Don’t just leave their name out of things and think that this will accomplish...

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Top 3 Mistakes In Do-It-Yourself Estate Plans

The Internet has allowed families to prepare basic estate planning documents from documents online and at affordable prices. However, the increase in affordability and convenience found on the web has created a false sense of security and inadequate planning that has...

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3 Critical Legal Tips When Buying a Business

Every buyer of a small business should consider the following three key legal issues when acquiring a business. 1. Buy Assets and Not Liabilities. Most small business purchases are done as what are called “Asset Purchases”. In an Asset Purchase the buyer of the...

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