Bever Dye, LC

10/22/2026

What happens to your estate after you pass away? The probate process validates wills, settles debts, and distributes property to heirs. Learn how probate works and what steps can help your family simplify estate administration.

Probate is the legal process for authenticating a will and distributing an estate's contents. Here's what to expect when a will is in probate.

10/20/2026

Designating a trusted contact person on your financial accounts creates an emergency safeguard against financial exploitation and health crises. Unlike a power of attorney, a trusted contact cannot make transactions or view balances.

https://www.investor.gov/introduction-investing/general-resources/news-alerts/alerts-bulletins/investor-bulletins-trusted-contact

10/19/2026

Do you really need an operating agreement if you are the only owner of your LLC? Yes! Without one, courts might treat your business like a sole proprietorship, putting your personal assets at risk. Learn what to include to protect yourself.

https://www.nolo.com/legal-encyclopedia/llc-operating-agreement-30232.html

10/15/2026

The SECURE 2.0 Act pushed the RMD starting age to 73 and eliminated required distributions for Roth 401(k) accounts. Understanding updated federal tax rules helps retirees optimize withdrawals and avoid costly penalties.

The SECURE 2.0 Act made major changes to rules for required minimum distributions (RMDs) — are you up to speed?

10/13/2026

A legal power of attorney allows a trusted agent to manage financial or medical decisions if you become incapacitated. Establishing durable powers of attorney early protects your assets and relieves family burden.

https://www.consumerfinance.gov/ask-cfpb/what-is-a-power-of-attorney-poa-en-1149/?

A power of attorney is a legal document that allows someone else to act on your behalf.

10/12/2026

Protecting your personal assets starts with forming the right business entity. Discover how LLC and S-Corp choices impact your liability protection, IRS compliance, and long-term growth plans.

Compare S-corps and LLCs, including taxes, ownership rules, and setup. Learn which structure works best based on your income, goals, and growth plans.

10/08/2026

Did you know delaying your first Required Minimum Distribution (RMD) could force you to take two taxable withdrawals in the same year? Understand the 2026 updates to RMD rules and how they affect your retirement accounts and beneficiaries. Read more.

Understanding distribution rules can help retirees and IRA heirs avoid costly penalties and take advantage of new limits.

10/06/2026

Without an updated estate plan, court proceedings like probate can result in unnecessary delays, public record disclosures, and higher administrative costs. Taking action now helps secure your family's financial future.

https://www.fidelity.com/viewpoints/personal-finance/do-you-need-an-estate-plan?

Do you need an estate plan? Among the key issues to consider are children, the size of your estate, and privacy. Fidelity Viewpoints Key takeaways Anyone can benefit from having a basic estate plan including a will, financial durable power of attorney, and health care proxy. You may or may not need....

10/05/2026

Ready to turn your business idea into a formal entity? Incorporating protects your personal assets, establishes clear operational rules, and opens doors for funding. Do you know which structure fits your goals? Learn how the business incorporation process works.

https://www.uschamber.com/co/start/startup/how-to-incorporate-business?

Step 1: Choose a business name. Step 2: Pick a location. Step 3: Decide on a corporate entity. Step 4: File articles of incorporation. Step 5: Obtain a tax ID number. Step 6: Manage the money. Step 7: File with the state.

10/01/2026

A standard will doesn't cover your digital life. To protect everything from online bank accounts to family photos, you need a digital estate plan that aligns with state laws and platform tools (like Apple Legacy Contact). Secure your digital footprint.

You've probably got a will, or you're planning to get one. Maybe you've already had the harder conversations about health directives and who gets