by Matthew Murillo | Feb 1, 2020 | Business, Estate Planning, NLBM, Uncategorized
With the proliferation of web-based mobile technology, consumers have come to expect a variety of digital payment options. From online payment platforms, such as PayPal and Venmo, to mobile wallet services like Apple Pay and Google Wallet, today’s business owners have...
by Matthew Murillo | Feb 1, 2020 | Business, Estate Planning, NLBM, Uncategorized
Both wills and trusts are estate planning documents that can be used to pass your wealth and property to your loved ones upon your death. However, trusts come with some distinct advantages over wills that you should consider when creating your plan. That said, when...
by Matthew Murillo | Jan 24, 2020 | Business, Estate Planning, NLBM
In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you may want to consider in light of the new legislation. On January 1, 2020,...
by Matthew Murillo | Jan 24, 2020 | Business, Estate Planning, NLBM
When launching a new business, it’s critical to invest in the proper types and level of insurance coverage to protect your budding company from liability. But like other foundational business systems, if your insurance isn’t regularly reviewed and updated as your...
by Matthew Murillo | Jan 17, 2020 | Business, Estate Planning, NLBM
On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades. Indeed, the changes ushered in by the SECURE Act have dramatic...
