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Should I Worry About Changes to the Estate & Gift Tax Exemption?

4 Estate Planning Documents to Finalize Before You Travel

Traveling offers a chance to explore new places and create lasting memories, but it also comes with the responsibility of ensuring your affairs are in order before you go. One of the most crucial preparations you can make is to have all of your estate planning documents in place. These documents can safeguard your financial and medical decisions if there is an emergency while you’re away from home.

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9 Documents Business Owners Should Have

No matter where you are in your journey as a business owner - whether you’re just getting started, you’ve owned your business for years, or you’re beginning to think about succession - it’s important to make sure you’ve crossed your t’s and dotted your i’s. Continue reading to learn about nine of the most important legal documents you need to have as a business owner.

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How to Choose the Right Law Firm for You

Many people often spend their lives without needing an attorney - right up until the moment they do. When that happens, it can feel overwhelming to decide who to choose as the right partner for yourself, your family, and your business. Here are some things you may want to consider as part of your decision and some questions to ask yourself as you explore local law firms.

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How to Avoid Common Estate Planning Problems

Estate planning is something people often put off until it’s too late. We’ve made it our mission at CPMT to help prepare the documents your loved ones will need after your death to ease the process for everyone involved. That includes helping you to avoid the most common estate planning mistakes. With the help of our attorneys, including wealth planning experts Claire Mattson and Elise Meyers, we can prevent some unnecessary complications that often accompany poor or incomplete planning.

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Managing Fear as a Business Owner: Communication Is Key

Entrepreneurship is not for the faint of heart. As a business owner, navigating the constant ebb and flow of emotions is essential to the success of your venture. Fear, in all its forms – fear of failure, fear of the unknown, fear of the competition – can be a formidable foe, threatening to derail your progress if not addressed head-on.

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The Corporate Transparency Act & Maintaining Compliance

In most cases, the actual registration of the business entity is not the challenge. What’s more complex and time-consuming is that whenever a change in ownership occurs, the registration with FinCEN must be updated.

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Fiduciary Litigation Services from CPMT: Saving the World One Dispute at a Time

Litigation is one of the most misunderstood legal terms in today’s world. While its definition is quite simple, all of its variations and intricacies can make it hard to wrap your head around. Add the term “fiduciary” to the mix, and you’ll leave a lot of people puzzled.

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