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The Corporate Transparency Act (CTA), which went into effect on January 1, 2024, introduces new reporting requirements that significantly impact how businesses disclose ownership information. Designed to combat illicit activities like money launderin…
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Do you listen to podcasts? We’re excited to announce that Richard has recently launched a new weekly podcast, “Protecting your Family’s Future.” As you might guess, the podcast is all about estate planning and how it’s used to prote…
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Often, business owners will come to me with questions or concerns about their Limited Liability Company (LLC). When I ask for a copy of their Operating Agreement, I’m often met with a blank stare or an embarrassed “We don’t have one of…
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A Limited Liability Company (LLC) is a powerful and effective entity choice for forming a business. The LLC entity provides all of the liability protection business owners need – the same protection achieved with a corporation, but it is easier and…
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If you own a business, you know how important it is to make plans for the future. Whether you’re a sole proprietor or have other co-owners who work with you, the need to plan includes the eventual transition of your business when you are ready…
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A comprehensive Buy-Sell Agreement is one of the most important legal documents a business can have. Although a good Operating Agreement is a very important document for an LLC because it sets out in a binding written agreement important rights and o…
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Download our free “Estate Planning Checklist: The Essential Guide for Making your Best Estate Plan in Ohio.” The checklist walks you through the steps you need to address to have the plan that is right for you and your loved ones.
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