23 02, 2020

Estate Planning Basics

2020-02-23T12:16:57-06:00February 23rd, 2020|Blog, Estate Planning|

Estate Planning Basics What is an Estate Plan? An Estate Plan is a reflection of how you live, raise your children, and conduct your emotional relationships. Why do I need an Estate Plan? Having an Estate Plan cuts down on the burden to your family. There will be minimal fighting about your property because you [...]

23 02, 2020

Protecting Your Limited Liability Company Ownership Security Interest

2020-02-23T12:14:04-06:00February 23rd, 2020|Blog, Business Law, Investment Law|

Protecting Your Limited Liability Company Ownership Security Interest When most people think about a security interest in property, they think of a secured interest in real estate (i.e. a mortgage). However, you can actually obtain a security interest in more than just real estate, such as a security interest in an ownership interest in an [...]

3 07, 2019

What is a Resident Agent?

2020-02-04T12:20:43-06:00July 3rd, 2019|Blog, Uncategorized|

No matter the state that you’re planning on filing a domestic or foreign entity, you’re going to need a registered agent. Who is eligible to serve as your entity’s registered agent varies from state to state, but one thing remains the same, wherever your entity is registered, whether domestic or foreign, you must have [...]

3 07, 2019

Choosing Your Estate Administrator

2020-02-04T12:21:05-06:00July 3rd, 2019|Blog, Uncategorized|

When you begin to think about your estate plan, you have probably focused on who you wish to leave your most prized possessions to. But have you considered who you want to be the person in charge? The qualification of the administrator to one’s estate is just as important as who gets what. The relationship [...]

3 07, 2019

Tax Saving Investment Platforms

2020-02-04T12:21:20-06:00July 3rd, 2019|Blog, Uncategorized|

Taxes can easily make a deep gash in earnings, profits, revenues, or in whichever other format that you may realize additional income. However, there are ways to make that gash just a little less deep. Specifically, there are certain savings accounts that can lead to tax deferred or tax-free savings. Breaking it Down There are [...]

3 05, 2019

The Basics of Private Placements

2019-05-03T04:58:59-05:00May 3rd, 2019|Blog|

  Most small to midsize businesses and joint ventures raise capital from investors through a private placement securities offering. A private placement is conducted when a business or joint venture makes an offering of securities (an offering of an equity or debt investment in or with the business or joint venture) to a small amount [...]

3 05, 2019

Exempting Out of the Investment Company Act

2019-05-03T04:59:14-05:00May 3rd, 2019|Blog|

Whenever you want to raise money from investors, there are certain bodies of federal securities laws that should always receive their due attention. These are the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Advisers Act of 1940 and the Investment Company Act of 1940.  The Securities Act and the Securities [...]

3 05, 2019

Equity VS. Debt Offerings

2019-05-03T04:26:55-05:00May 3rd, 2019|Blog|

When most people think about raising money from investors, they often first think of public offerings (the stock market and initial public offerings (IPOs)) and secondly, they often think of it as an equity (or ownership/profit interest) investment. However, there exists both equity and debt offerings. Debt offerings are just what they sound like. Instead [...]

22 02, 2019

Why hire an attorney before you pay a bond?

2019-05-03T04:59:39-05:00February 22nd, 2019|Blog|

Your friend or family member has been arrested and is sitting in jail, hoping someone will come get them out. What do you do? What is a bail bond? Trials often take place months after the initial arrest. The following offers a quick overview of the basics of bail bonds, so that you will know [...]

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