How to Save for Retirement and Pay Off School Loans at the Same Time

February 22nd, 2024

Navigating your financial journey with the heavy burden of student loan debt on your back can feel o...

Love Your Business? Love Your Family? Then You Need a Succession Plan

February 22nd, 2024

You've put blood, sweat, and possibly a few tears into building your business from the ground up. Yo...

3 Reasons Why Adding Your Partner to Your Will is an Act of Love

February 15th, 2024

Love is undoubtedly the most profound and cherished thread that weaves us all together, and there ar...

The Financial Benefits of Hiring Your Kids

February 15th, 2024

Paying your kids to help out in your family business, whether they're in middle school, high school,...

Important Planning Conversations to Have With Your Parents

February 8th, 2024

If you’ve given any thought about estate planning, you probably associate it with preparing for de...

Elevate Your Small Business Through Professional Branding

February 8th, 2024

Your clients are the heartbeat of your business, and establishing a deep sense of trust with them is...

3 Best Practices For Setting Up Your Life Insurance Policy

February 1st, 2024

A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to...

3 Reasons Why You Need an Employee Handbook

February 1st, 2024

If your business is on the path to hiring or already has a team in place, creating an employee handb...

6 Things You Need to Include In Your Partnership Agreement

January 25th, 2024

A partnership can be a rewarding and efficient business model if set up the right way, and crafting...

This Change to the FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

January 25th, 2024

Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, wh...

Your Most Important New Year's Resolution: Creating a Kids Protection Plan

January 19th, 2024

As we welcome the New Year, filled with hope and resolutions for a brighter future, one commitment s...

Why You Should Start The New Year With a Business Breakthrough Session

January 19th, 2024

As we start a new year, it's the perfect time to reflect on your business journey and set the stage...

Is It Time to Hire? How to Assess Your Hiring Readiness

January 11th, 2024

Your business is bustling, the phone is ringing, and orders are flying. Congratulations on getting y...

What Caregivers Need to Know About Estate Planning for a Loved One With Dementia - Part 2

January 11th, 2024

Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis an...

What Caregivers Need to Know About Estate Planning for a Loved One With Dementia - Part 1

January 3rd, 2024

Caring for a loved one with dementia is a challenge that millions of families undertake each year. A...

How to Attract and Keep More Clients Through Congruence

January 3rd, 2024

Business success comes from more than your products or expertise—it also comes from the mission, v...

Should Your Business Be Using Non-Disclosure Agreements?

December 21st, 2023

At the core of many successful businesses lies a treasure trove of trade secrets—unique processes,...

3 Ways to Comfort and Support A Loved One in Mourning

December 21st, 2023

Losing a loved one is an incredibly challenging experience, and the journey through grief can be bot...

Roll Unused 529 College Savings Into a Roth IRA

December 18th, 2023

In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of r...

The 3 People Every Entrepreneur Needs On Their Team

December 18th, 2023

Owning a business can be a thrilling adventure and an outlet for your most creative ideas. But behin...

How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud

December 11th, 2023

When creating an estate plan, people are often most concerned with passing on the “big things” l...

How to Separate Yourself From Your Business

December 11th, 2023

Your business, heart project, work, service, and/or product may feel like it’s one and the same as...

4 Tools To Protect Your Business and Your Family

December 5th, 2023

If you dream of one day leaving your company to your family, but you haven’t properly included you...

Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust

December 5th, 2023

As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be...

What You Need To Know About The Corporate Transparency Act Reporting Deadline

December 1st, 2023

Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibili...

3 Things You Need To Know About Retirement Distributions

November 27th, 2023

If you’re part of a blended family (meaning you are married with children from a prior marriage in...

4 STEPS TO TRADEMARK YOUR BUSINESS NAME AND PROTECT YOUR BRAND

November 27th, 2023

Your company's name is more than just a label; it's a valuable asset that not only represents your b...

Protect Your Company and Client Relationships With This ‘Second Chance’ Contract Clause

November 17th, 2023

Contracts are the cornerstone of business relationships. From office leases to vendor agreements, co...

3 Tips For Discussing Finances With Your Family Over The Holidays

November 17th, 2023

The holidays are right around the corner, which means more time to gather with family and relatives...

Transition to Adulthood: The Legal Impact of Your Child Turning 18

November 13th, 2023

Soon after the challenges of puberty and the excitement of high school, an even larger milestone loo...

How to Find Work-Life Balance As A Business Owner

November 13th, 2023

It’s the end of another full day as an entrepreneur. You shut down your computer, lock up your off...

Naming Godparents Does Not Create Legal Guardians

November 4th, 2023

As a parent, your top priority is the well-being and future of your children. You plan for their edu...

8 Year-End Strategies to Lower Your 2023 Business Tax Bill - Part 2

November 4th, 2023

Last week we looked at four methods you can use to save money on your 2023 business tax return:Make...

8 Year-End Strategies to Lower Your 2023 Business Tax Bill - Part 1

October 28th, 2023

It might seem a bit early to think about your 2023 business taxes, but as the year draws to a close,...

8 Things To Do Now to Lower Your 2023 Taxes - Part 2

October 28th, 2023

Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your...

8 Things To Do Now to Lower Your 2023 Taxes - Part 1

October 21st, 2023

It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it's the...

How Diverse Hiring Elevates Your Business

October 21st, 2023

In the past decades, diverse hiring was mainly associated with increasing and improving employment o...

Flu Season Fundamentals: How to Keep Seniors Safe This Fall

October 11th, 2023

The fall season is a beautiful time of year, but it also marks the beginning of flu season, which ca...

Mastering Time Management: 4 Effective Strategies for Busy Entrepreneurs - Part 2

October 11th, 2023

If you’re like many business owners, you probably feel like there isn’t enough time in the day f...

Mastering Time Management: 4 Effective Strategies for Busy Entrepreneurs - Part 1

October 3rd, 2023

Time is your most valuable resource, and how you manage it can significantly impact the success of y...

Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

October 3rd, 2023

As a parent, you have probably thought about the importance of naming permanent legal guardians for...

Understanding Business Interruption Insurance

October 2nd, 2023

As a business owner, you may be familiar with the need for liability insurance to protect yourself a...

6 Estate Planning Must-Do's After You Say “I Do” - Part 2

October 2nd, 2023

Getting married and starting a new chapter in your life is an exciting time. It’s also a time that...

Would Your Business Pass Our 20-Point LIFT Business Assessment?

September 25th, 2023

As a business owner, it's crucial to regularly assess and improve various aspects of your business t...

6 Estate Planning Must-Do's After You Say “I Do” - Part 1

September 25th, 2023

Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, itâ€...

You Have IP! Be Sure Not to Lose It … Here’s How

September 18th, 2023

You don’t have to own a large company to own intellectual property. If your business creates inven...

Don’t Forget To Include Intellectual Property In Your Estate Plan

September 18th, 2023

You don’t have to be a famous producer or household name to own intellectual property. If you crea...

Paying It Forward: How to Build Your Legacy Through Mentorship

September 10th, 2023

As a business owner, it can be easy to see an opportunity to mentor a young professional as a purely...

Help Your Parents Avoid These New Financial Scams - Part 2

September 10th, 2023

In part one of this series, we explored two popular scams that are targeting older adults this year:...

Help Your Parents Avoid These New Financial Scams - Part 1

September 4th, 2023

Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier...

Embracing Abundance: Liberating Your Business from Money Dysmorphia and Fear

September 4th, 2023

In the exhilarating journey of running a business, there's an often unspoken challenge that many ent...

4 Red Flags That Signal It’s Time to Part With a Bad Client

August 28th, 2023

Dealing with clients who bring more complications than benefits can be a burden on your business, ca...

AARP and The Red Cross Celebrated Make-A-Will Month, But Here’s What They Didn’t Tell You

August 28th, 2023

August was National Make-A-Will Month and you may have received an advertisement in your inbox or ma...

Can You Use Your Employer’s Group Legal Insurance for Your Start-up’s Legal Needs?

August 21st, 2023

If you’re looking to turn your side hustle into your full-time career, you might be wondering if y...

Can You Rely on Legal Insurance for Your Estate Plan?

August 21st, 2023

As the need for affordable legal services becomes even more important in today’s world, it's commo...

Is Your Business Making Any of These Simple Employment Mistakes?

August 14th, 2023

As a small business owner, it's essential to consider potential legal pitfalls that come with managi...

Don’t Send Your Kids Back to School Without These Documents

August 14th, 2023

As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task t...

Building Client Connection and Trust Through Your Legal Agreements

August 5th, 2023

Cash flow is king when it comes to business, and maintaining strong cash flow requires consistent sa...

10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 2

August 5th, 2023

You might think that estate planning is something you can complete one time and then check off your...

Should I Operate as a Sole Proprietor or a Corporation?

July 29th, 2023

As a small business owner, there were a lot of decisions you considered when you started your busine...

10 Life Events That Signal It's Time to Review Your Estate Plan - Part 1

July 29th, 2023

Maybe you thought that creating a Will or Trust is something you can do once and then your family an...

What the National Debt Ceiling Extension Means for Your Family

July 24th, 2023

You’ve probably heard about the national debt ceiling and its recent extension, but you might wond...

What the Debt Ceiling Extension Means for Small Business Owners

July 24th, 2023

You may have heard the term "national debt ceiling" in years past, and if you’ve turned on the new...

4 Tips for Talking About Estate Planning at Your Family Reunion

July 18th, 2023

July is National Family Reunion Month and the perfect time to reconnect with family from near and fa...

Master the Art of Hiring: Interview Techniques to Find Team Members That Last - Part 2

July 18th, 2023

Finding the right people to support your business is a difficult task. Applicants who seem like a pe...

3 Pitfalls That Could Make Your Estate Plan Worthless

July 7th, 2023

Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, m...

Master the Art of Hiring: Interview Techniques to Find Team Members That Last - Part 1

July 7th, 2023

If you’re looking to expand your business or free up your time (or both), the best thing you can d...

Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway

June 30th, 2023

Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But befor...

Passing the Torch: How to Inspire Your Kids to Take Over the Family Business

June 30th, 2023

The dream of passing on your business to your children and witnessing the legacy you've built contin...

Small Businesses Will Need to Report Under New Corporate Transparency Act

June 27th, 2023

If you’re a small business owner, you’ve probably been enjoying the privacy and simplicity that...

Have a Trust? How the Corporate Transparency Act Affects You

June 27th, 2023

Get ready for an interesting twist in the world of legal and business news. You may already be famil...

5 TIPS FOR KEEPING YOUR LLC COMPLIANT

June 9th, 2023

Many entrepreneurs structure their business as a limited liability company (LLC).  Given that L...

Long-Term Care Insurance: What You Need to Know

June 9th, 2023

With the booming aging population, more and more seniors will require long-term healthcare services,...

5 Types of Insurance No Business Owner Should Go Without - Part 2

June 9th, 2023

Last week, we looked at three types of insurance coverage that every business owner should have. Whi...

The Importance of Customized Estate Planning for LGBTQ+ Relationships - Part 2

June 9th, 2023

Last week, we started the discussion of why it’s important for LGBTQ+ families to invest in custom...

The Importance of Customized Estate Planning for LGBTQ+ Relationships - Part 1

June 5th, 2023

June is a time of celebration and reflection for the LGBTQ+ community as Pride Month shines a spotli...

5 Types of Insurance No Business Owner Should Go Without - Part 1

June 5th, 2023

As a business owner, you pour your heart and soul into building your dream, making strategic decisio...

Capturing the Stories of Aging Loved Ones

May 30th, 2023

When you think about an aging loved one or a loved one who has passed away, you probably don’t giv...

3 Ways to Manage Workplace Conflict

May 30th, 2023

Handling workplace conflict can be one of the most difficult aspects of running a business. While ac...

How to Love Your Business Again

May 23rd, 2023

One of the best-loved books for entrepreneurs is The E-Myth by Michael E. Gerber. In the book, he te...

Want To Grow Wealth? Warren Buffett's Unexpected Investment Advice

May 23rd, 2023

If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely...

How to Leverage Debt to Grow Your Business

May 15th, 2023

Your business is your passion, your livelihood, and your legacy. You want to see it succeed and thri...

Why “Just a Will” Is Never Enough

May 15th, 2023

Wills have a reputation as the number one estate planning tool, in small part thanks to Hollywood’...

EMBRACE THE FUTURE: 5 WAYS TO USE AI FOR YOUR SMALL BUSINESS - PART 2

May 9th, 2023

Last week, we explored two real-world ways you can use an AI language model to improve your small bu...

Create a Stronger Blended Family Through Estate Planning

May 9th, 2023

 Blended families were once considered “non-traditional” families. Today, blended families...

6 Estate Planning Essentials for Newlyweds

May 2nd, 2023

We imagine that at this happiest time of your life, planning for your potential incapacity and event...

Embrace the Future: 5 Ways to Use AI for Your Small Business - Part 1

May 2nd, 2023

As a small business owner, you wear a lot of hats and probably work a lot of hours to get it all don...

THE SMALL BUSINESS PARTNER YOU DIDN'T KNOW YOU WANTED: COMPREHENSIVE LEGAL SUPPORT THAT WON’T BREAK THE BANK

April 25th, 2023

 As a small business owner, you may feel as if you’re facing the world alone at times. Unlike...

Leaving Your Pet in Your Will Won’t Protect Them - Do This Instead

April 25th, 2023

There is a special bond that exists between a pet owner and their pets. To many pet owners, our furr...

Leading Your Business with Heart

April 18th, 2023

You’ve likely read dozens of articles on how to manage your business, what payroll service to use,...

Stephen “tWitch” Boss Dies Without a Will

April 18th, 2023

Stephen Laurel Boss, also known as “tWitch,” was an American DJ, hip-hop dancer, choreographer,...

Avoid Making 3 Common Mistakes When Choosing Your Successor

April 12th, 2023

Choosing the person to take over your business after you exit isn’t about selecting someone who’...

3 Simple Mistakes That Can Derail Your Estate Plan

April 12th, 2023

While it might seem simple enough to put together an estate plan online or have your tax attorney pr...

Estate Planning Is Critical For Business Owners

April 4th, 2023

If you are running a business, it’s easy to prioritize estate planning less than your other busine...

Top 5 Questions To Ask Before Hiring An Estate Planning Lawyer

April 4th, 2023

Hiring a lawyer to help you make wise decisions for life and death can be the most empowering cho...

Estate Planning Before You Travel: Why It's Critically Important

March 28th, 2023

 Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities,...

Why Every Business Owner Should Consider A Trust

March 28th, 2023

Trusts are often underused or misused tools for business owners, as they can provide a range of tax,...

10 Small Business Bookkeeping Mistakes

March 20th, 2023

Keeping your finances in order is crucial for the success of your business. Even if you're running a...

4 REASONS WHY YOU SHOULD KEEP YOUR ESTATE PLAN UPDATED

March 20th, 2023

Laws change.  Your life changes.  It’s important for your estate plan to be up-to-date w...

Protecting Your Privacy: Understanding Nominee Services for Business Owners

March 14th, 2023

As a business owner, if you want to keep your personal information private and out of the public rec...

Obtaining A Power Of Attorney For Elderly Parents

March 14th, 2023

Making important decisions for aging parents can be a challenging task. Power of attorney (POA) enab...

5 TIPS FOR KEEPING YOUR LLC COMPLIANT

March 7th, 2023

Many entrepreneurs structure their business as a limited liability company (LLC).  Given that L...

Your Rights As The Parent Of A Young Adult

March 7th, 2023

As a parent, you may be accustomed to managing your children's legal and medical affairs, as circums...

11 Elements of a Solid Client Contract

March 1st, 2023

Client contracts, or agreements, refer to legal agreements between businesses and consumers. They he...

Leave Your Kids A Nest Egg Protected From Lawsuits, Divorce, and Estate Taxes

March 1st, 2023

If you have a current estate plan that distributes your assets outright to your kids - whether all a...

4 Reasons Why a Cheap Estate Plan Won’t Work For Your Family

February 20th, 2023

Most people, regardless of stature and wealth, likely do not know how to evaluate estimates when sho...

4 Tools to Create a Business Legacy

February 20th, 2023

If you dream of one day retiring from your business, selling it, or leaving your company to your fam...

The Benefits Of Employing Your Kids

February 17th, 2023

Paying your children—whether they’re tweens, teens, or young adults—to work for your company i...

4 Common Mistakes Made On Life Insurance Beneficiary Designations

February 17th, 2023

Investing in life insurance is a foundational part of estate planning, and when done right it’s a...

5 Tips For Creating A Business Plan That Works

February 17th, 2023

Far too many aspiring entrepreneurs jump-start their businesses without taking the time to plan prop...

Which Type of Trust Is Right For You?

February 17th, 2023

You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict...

It's All Fun And Games Until Someone Wants Out

February 17th, 2023

Why Your LLC Agreement Must Be Customized To Consider The End (Even Before You Launch)Starting a bus...

Why Every Adult Needs A Living Will

February 17th, 2023

When it comes to estate planning and wills, you have a variety of options for legal documents. The m...

Who Should Own Your Business Entity?

February 16th, 2023

If you’ve decided to incorporate your business or review the type of entity you already have in pl...

What Happens To Your Debt When You Die?

February 16th, 2023

Perhaps you’ve wondered about what happens to your own debt (or your parent’s debt) when you (or...

Think You Are Too Young to Need An Estate Plan? Think Again!

February 13th, 2023

Even though young adults are traditionally the least likely to engage in estate planning, all adults...

4 Foundational Asset Protection Vehicles For Business Owners

February 13th, 2023

Regardless of the industry you are in, the reality of being a business owner is that you open yourse...

Think You Are Too Young to Need An Estate Plan? Think Again!

February 13th, 2023

Even though young adults are traditionally the least likely to engage in estate planning, all adults...

4 Crucial Asset Protection Moves For Business Owners

February 13th, 2023

Regardless of the industry you are in, the reality of being a business owner is that you open yourse...