Knowledge base
Find the right guide for your family & business
Search, filter, or pick a path: free guides, interactive tools, and templates that make the next step obvious.
Start here: pick your pathEducational Guides & Articles
Plain-English deep dives on formation, family structures, lending readiness, and compliance.

How Private Trust Structures Work
Irrevocable trusts, privacy, and succession for multi-generation families.
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C-Corp Lending for Family Businesses
Why lenders favor C-corps — and the trade-offs to weigh with your CPA.
Read the guide
How to Form an LLC (2026)
Articles, EIN, banking, and the credit foundation most guides skip.
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LLC by Industry (60 guides)
The federal registrations, state licenses, insurance and taxes for your kind of business.
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How to Fund an LLC
Personal savings, business loans, investors, crowdfunding, grants, and help from family and friends.
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LLC vs Corporation vs Trust
How each structure is taxed, what it protects, and which fits your goals.
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Why a DUNS Number Matters
The identifier that anchors your business credit file for lenders.
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Asset Protection Strategies
Entity layers and trusts that keep personal wealth off the business line.
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501(c)(3) vs 508(c)(1)(a)
Which structure fits churches, ministries, and charitable foundations.
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Infinite Banking Strategy
Cash-value growth and policy loans — how owners become their own bank.
Read the guide
Registered Agent Guide
What an RA does, why every entity needs one, and how to stay compliant.
Read the guideNo guides match that filter. Try another topic or clear search.
Featured tools for your path
Start with a short list matched to your Start-here path. Hover to tilt.

Wealth Quiz
Find which structure direction fits your goals in a few questions.
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Trust vs LLC Comparator
Side-by-side comparison for privacy, liability, and succession.
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Gap Analyzer
Spot protection gaps in your current entity and insurance setup.
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Annual Report Calculator
Your state's due date with reminders at 60 / 30 / 7 days.
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Compliance Calendar
Every entity deadline on one strip — stop missing filings.
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Document Templates
42 free documents built live: operating agreements, NDAs, powers of attorney, landlord notices.
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Bank-Ready Pack
Certified articles, good standing, bylaws/OA — what lenders ask for.
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LLC Formation Filing
File in any state — flat fee plus live state fee before you pay.
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1099 / W-9 Chaser
Collect W-9s, check TINs, and batch January 1099s.
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Digital Legacy Vault
Keep family and business documents organized in one private place.
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RA Notice Triage
Sort registered-agent mail into what needs action this week.
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Domain Finder
Check names and domains before you file the LLC paperwork.
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QR Code Generator
Static codes for links, Wi-Fi, contact cards and phone numbers, plus a hosted business card page you can edit after printing. Free.
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The Private Trust
Starter Guide
A plain-English introduction to how private trust structures protect assets, preserve privacy, and pass wealth on — plus the exact checklist to bring to your attorney and CPA.
- What a "private trust structure" actually means
- Asset protection, privacy & probate-avoidance explained
- Irrevocable trusts and how they pair with LLCs
- A 9-point Starter Checklist for your first pro meeting
Click below to download. We've also emailed your details to our team.
Download the PDF Go further → Explore Private UniversityPrivate University Command Center
Member business dashboard — courses plus Credit Dispute and Compliance centers in one place.
Foundation Formation Masterclass
501(c)(3) and 508(c)(1)(a) — lessons, quizzes, and progress tracking.
Start — FreeSign-up required · Instant access after email verification
Buy the next step
Three clear offers — formation, lender-ready docs, or a strategy engagement.
State filing guides
The state fee and the steps for each filing, in all 50 states and DC. See all state guides, grouped by stage.
LLC cost by state
The filing fee, the yearly fee and the five-year state total.
Compare statesLLC cost breakdown
Every line item on a formation order, and what is not on the bill.
See the line itemsLLC formation services compared
Five providers at published prices, with the five-year totals.
Compare providersSales tax permit by state
Who needs one, and each state's remote-seller threshold.
See the rulesChange registered agent
The form and state fee to switch agents.
See the feesLLC amendment by state
What needs an amendment, and what it costs.
See the feesChange an LLC name
The name search, the amendment and the IRS notice.
See the stepsDBA by state
The state fee to register a trade name for an LLC.
See the feesForeign LLC registration
Registering an out-of-state LLC where you expand.
See the feesForeign LLC withdrawal
Leaving a state without closing the LLC.
See the feesDissolve an LLC by state
The state fee and the steps to close it properly.
See the feesExtras
Useful, secondary destinations — not the main path.
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