Insights

Most people walk into their first estate planning meeting with a general sense that they “need a trust.” That’s a fine place to start. But in our experience, the clients who end up with plans that actually hold up are […]

Equity is often the most valuable thing founders, early employees, and executives earn. It’s also one of the most common sources of conflict we see. Disputes over shares and options rarely appear out of nowhere. Usually, there were signs along […]

Fraud is a serious accusation, and most business owners sense that before they say the word out loud. Something in the numbers does not add up, a vendor’s explanations keep shifting, or a trusted employee’s approvals start looking too convenient. […]

Our friends at Ellen Williamson Law, PC discuss how most people know they should have an estate plan, but far fewer understand what actually distinguishes a will from a trust, or why an attorney might recommend one, the other, or […]