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Wills and Trusts: What’s the Difference?

In Blog by casalmorenoblog

Looking at how often the terms wills and trusts are used for one another, you might begin to think that they are interchangeable. But the truth of the situation is that these two terms mean very different things. Let’s take a look at what those differences are. When Wills and …

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Florida Probate Rules: What You Need to Know

In Blog by casalmorenoblog

If a loved one has passed away and you’re left with the will, how do the Florida probate rules affect the process? The answer to this question depends on a number of factors, which we will get to in a minute. The first thing you should know is that if …

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How to Acquire a Business Properly: Some Examples

In Blog by casalmorenoblog

So there are three steps in how to acquire a business. The first is how you’re going to create your entity to acquire that business. The second step is the due diligence process, which is where clients get to investigate the business they’re going to buy and look at the …

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Will a Partnership Agreement Give Me a New Partner? Some Scenarios

In Blog, Business Acquisitions, Business Transactions, Estate Planning by casalmorenoblog

The rules for partnerships vary from one organization to the next, largely due to whether a partnership agreement exists. Under the existing regulations, if your partnership does not have a written, signed agreement, the partnership will dissolve if one of the partners dies. If that partner has left his share …

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Can My Business Survive without Me? Not Without a Business Succession Plan

In Blog, Business Transactions, Estate Planning by casalmorenoblog

The importance of a business succession plan: You’ve worked practically nonstop since starting your business to get to where you are today. The sacrifices you’ve made—sacrifices to your social life, mental well-being, and most likely your physical health—have been difficult, but they were totally worth it, right? If given a …

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Foreign National Buying a Business in the U.S.: What to Consider

In Blog, Business Acquisitions, Business Transactions, Estate Planning by casalmorenoblog

We’re helping clients—foreign nationals buying a business in the United States that are coming to a foreign country where they don’t have the knowledge that they have from their own country—navigate very complex tax and business laws in order to build the most efficient tax and legacy structure possible for …

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