Blogs: LLC and Business Formation

Retirement & Estate Planning April 21, 2015

Minefields to Estate Planning

Fewer and fewer Americans have an estate plan. In 1998, 61 percent of Americans 55 and older had a will or trust. In 2012, only about 54 percent did, says a study by Texas Tech University. Failing to take action or making the wrong moves can be costly for you and your heirs. Here are […]


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Business Funding Tips

Private Loan Guarantees

  A private loan guarantee can get a small business off the ground or into the next stage. A private loan guarantee is appropriate for early stage companies that, within a year, will turn the corner toward profitability or commence product sales. The limited time frame stems from the fact that loan guarantees typically only […]


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Marketing Tips

Developing a Mission Statement

Developing a mission statement is a key aspect that can be as important as your business plan. It captures, in a few succinct sentences, the essence of your business’s goals and the philosophies underlying them. Equally important, the mission statement signals what your business is all about to your customers, employees, suppliers and the community. […]


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Retirement & Estate Planning April 13, 2015

Understanding Estate Planning

One of the most basic concepts for protecting your family and/or heirs is by having a living trust. A revocable living trust is the building block for any legitimate estate plan. Estate Planning is designed to provide for the needs of the planner as well as for the legacy of the planner.  A proactive estate […]


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Business Funding Tips March 31, 2015

What is the CDFI?

  Community Development Financial Institutions, or CDFIs, primarily provide loan financing to businesses in areas that need economic development. CDFIs make loans that are generally ‘unbankable’ by traditional industry standards. The idea behind a CDFI is simple and powerful, a community makes viable loans to businesses that can help the area grow and prosper. From […]


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