May 2023

Authored by Mark Lobb As we enter June and approach mid-year, there are many updates for business owners which touch on the L&P Four Pillars of Planning: tax optimization, asset protection, estate planning and succession planning.  Below are four areas businesses owners need to be aware of for both personal and business planning: AI Warning: […]

Authored by Kristin Gifford & Natalia Mowery Funding Instructions After a trust is signed, it must be funded.  You may be asking, what is funding and what assets should be funded into the trust?  Funding is the process of transferring assets to a trust.  While the assets funded into a trust will be specific to