Case Studies & Cautionary Tales

08/14/2626

The Cosby Show Made Him Famous. His Estate Plan Failed His Family. Here’s What I Would Have Done.

When I heard about Tenisha Warner’s lawsuit, my first thought wasn’t about

Business Succession & Exit

08/07/2626

Make-A-Will Month Is a Good Reminder. But Business Owners Need More Than a Will.

You built this business. You have clients who rely on you, employees

Estate Planning Basics

08/07/2626

Make-A-Will Month Is Here. But a Will Isn’t a Plan.

A family called me after losing their mother. She had a will,

Asset Protection

03/31/2626

4 Crucial Asset Protection Moves For Business Owners

Regardless of the industry you are in, the reality of being a

Estate Planning Basics

03/31/2626

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

Even though young adults are traditionally the least likely to engage in

Asset Protection

03/31/2626

4 Foundational Asset Protection Vehicles For Business Owners

Regardless of the industry you are in, the reality of being a