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  1. July 2022 Newsletter

    Happy Times – July, 2022 *|MC:SUBJECT|* *|MC_PREVIEW_TEXT|* THE HAPPY LAWYER TIMES July, 2022 Happy July!  We’re just Chillin and grillin.  Schweizer and Associates is here to dazzle you this month.   Inside this issue: Is Your Child Leaving Home Soon?   Powers of Attorney Facts Planning to Exit Your Business Workbook Include a Family Meeting in […]

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  2. Business Owner Retirement Planning

    A Retirement Workbook for Business Owners Are you a business owner? Are you planning on exiting your business one day? Perhaps you are planning on retiring. If you are, then you need to figure out what is going to happen to your business when you are not there. Will you sell the business to a […]

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  3. BUSINESS OWNER RETIREMENT PLANNING

    Business Owner Retirement Planning What Every Business Owner Needs to Know Are you business owner? Do you know what will happen to your business when you retire? When you become disabled? Or when you die? You need business owner retirement planning in place. In this month’s webinar, Kristen Mackintosh, The Happy Lawyer talks about the […]

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  4. Retirement Planning for Business Owners

    Retirement Planning for Business Owners Yes, if you own a business, you need to look into retirement planning for business owners. For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan. And, perhaps opening an IRA for some extra savings. But, when you’re the owner of a […]

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  5. Business Owner Incapacity Planning

    Business Owner Incapacity Planning Passing Along a Benefit, Not a Burden Why is incapacity planning for business owners an indispensable component of your business and estate plan? Most business owners have their estate planning prepared because they are worried about what will happen to their business after they are dead.  However, have you ever thought […]

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  6. Retiring From Your Business

    Retiring From Your Business Retiring from your business can a tough decision.  To ensure that what you have built continues on, you need a plan for succession.  For some people, they have spent years grooming a child or other family member to take over, wanting the business to stay in the family.  Others look to […]

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  7. Common Business Formation Mistakes

    Top Eight Common Business Formation Mistakes Are you interested in starting your own business? Make sure you do your homework first. Above all, you want to avoid making any or all of the eight common business formation mistakes. Why? Business formation mistakes can torpedo your business before it starts. Starting, and maintaining, a new business […]

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  8. What is the Difference Between a Limited Liability Company and a Corporation?

    What is the Difference Between a Limited Liability Company and a Corporation? Congratulations! You have started a business. Now you need to decide what type of entity is best for your business. When starting a business, a business owner must first choose which type of entity to create. Two of the most popular entity types […]

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  9. Yes, You Need an Operating Agreement

    Do I really need an operating agreement for my LLC? Yes, you need an operating agreement if you own an LLC. Why? We have created a blog and a video on this topic to explain why. Watch the latest Happy Talks as Kristen Mackintosh gives you a quick video demo as to why you should […]

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  10. Do I Really Need an Operating Agreement?

    Do I Really Need an Operating Agreement? Congratulations! You have decided to form a limited liability company (LLC) to run your business. After completing your state formation process, your LLC needs to have the right documentation in place. So what is “right documentation?” Well, for starters, you need an EIN or employment identification number. That […]

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