by Michelle Gonzalez-Tyler | May 7, 2025 | Uncategorized
One of the most common questions I see on social media:“Can I just put my business in a trust and avoid taxes?”It’s an important question—and the answer could save you from making costly mistakes. If you’re a business owner looking to protect your assets, avoid...
by Michelle Gonzalez-Tyler | May 7, 2025 | Uncategorized
If you’ve worked hard to build a legacy and want your family to benefit from every dollar—not the IRS—now is the time to act. Right now, the federal estate tax exemption is at an all-time high: $13.61 million per person in 2024 (indexed for inflation from the 2017 Tax...
by Michelle Gonzalez-Tyler | Mar 6, 2025 | Uncategorized
As a business owner, you’ve worked hard to build your success. But have you thought about how you can use your wealth to support your family while also giving back to a cause you care about? A Charitable Remainder Trust (CRT) is a smart estate planning tool that lets...
by Michelle Gonzalez-Tyler | Mar 6, 2025 | Uncategorized
Building wealth is an incredible achievement, but protecting that wealth for future generations requires strategic planning. If you’ve recently built new wealth through real estate investing or business ownership, you’re likely thinking about how to secure your assets...
by Michelle Gonzalez-Tyler | Mar 6, 2025 | trust for business owners
As a business owner, you’ve poured your heart, soul, and sweat into building something meaningful. Your business isn’t just an asset—it’s a testament to your vision, resilience, and dedication. But have you considered what happens to it when you’re no longer here to...
