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 5, 2025 | Uncategorized
Did you know that most people accumulate wealth not during their lifetime, but through the assets they pass on to loved ones? Generational wealth is built at the moment of inheritance, making estate planning one of the most crucial steps you can take to secure your...
by Michelle Gonzalez-Tyler | Mar 4, 2025 | probate, Uncategorized
What Is a Trust? A trust is a legal arrangement that allows a person (the grantor or settlor) to transfer assets—such as money, property, or investments—to be managed by a trustee for the benefit of one or more beneficiaries. Trusts are commonly used in estate...
