Protecting Your Family's Safety Net: How to Set Up Your Life Insurance Policy The Right Way
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved...
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Nov 28, 20234 min read
Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting
Beginning January 1, 2024, the Corporate Transparency Act (CTA) will require businesses to file an annual report about their owners and...
Oct 2, 20236 min read
From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 2
Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as...
Aug 28, 20237 min read
Can You Rely on Legal Insurance for Your Estate Plan?
As the need for affordable legal services becomes even more important in today’s world, it's common to opt for group legal insurance...
Aug 4, 20235 min read
Don’t Send Your Kids Back to School Without These Documents
As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating...
May 15, 20236 min read
Why “Just a Will” Is Never Enough
When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they...
Apr 24, 20234 min read
The Small Business Partner You Didn't Know You Wanted: Comprehensive Legal Support that Won’t Break
As a small business owner, you may feel as if you’re facing the world alone at times. Unlike a large company would, I’m willing to bet...
Apr 18, 20236 min read
3 Simple Mistakes That Can Derail Your Estate Plan
If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how...
Mar 27, 20233 min read
Why Every Business Owner Should Consider A Trust
Trusts are often underused or misused tools for business owners, as they can provide a range of tax, asset protection, and succession...
Mar 23, 20233 min read
Why Everyone Needs to Keep Their Estate Plan Updated
As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents,...
Mar 13, 20235 min read
Protecting Your Privacy: Understanding Nominee Services for Business Owners
As a business owner, you may want to keep your personal information private and out of the public record. Luckily, if you want to run...
Mar 6, 20233 min read
Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits
As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumstances require. If your child...
Feb 27, 20234 min read
Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance
If you have a current estate plan, I'll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a...
Feb 13, 20235 min read
Will Your Estate Plan Work When Your Family Needs It?
Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop...
Jan 30, 20236 min read
Creditors And Your Estate Plan
In some cases, you could inadvertently leave a reality in which your surviving heirs—your kids, parents, or others—are responsible for...
Dec 27, 20225 min read
4 Year-End Tax-Saving Strategies For 2022
Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings...
Dec 13, 20224 min read
How your choice of business entity affects your tax obligations—Part 2
Along with personal liability protection, record-keeping requirements, and how you plan to finance your operation, one of the main...
Dec 7, 20225 min read
How Your Choice Of Business Entity Affects Your Tax Obligations—Part 1
Along with personal liability protection, record-keeping requirements, and how you plan to finance your operation, one of the main...
Nov 29, 20226 min read
How To Manage Your Digital Accounts After Your Death—Part 3
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
Nov 22, 20225 min read
HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH PART—2
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
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