Estate Planning · June 06, 2025

Being a father means planning for more than today. This Father's Day, I invite you to consider a deeper legacy—one that protects your loved ones with clarity and care. Life insurance and outdated documents aren’t enough. True protection comes from a Life & Legacy Plan® that works when your family needs it most. Read more.

Business · June 02, 2025

Rising healthcare costs leave many small businesses stuck between doing nothing or breaking the bank. But there’s a smarter way. From ICHRAs to QSEHRAs and Direct Primary Care, emerging healthcare options let you support your team without draining your budget. This guide explores flexible, cost-effective employee health benefit solutions that help you stay competitive and care for your people, on your terms.

Estate Planning · May 30, 2025

Pride Month is more than a celebration—it’s a call to action. LGBTQIA+ individuals and families still face legal risks that can jeopardize healthcare decisions, inheritance, and family rights. Discover why traditional estate planning may not be enough, and how Life & Legacy Planning® offers the protection you deserve. Secure your future and loved ones—starting now. Read more.

Business · May 26, 2025

Bankruptcy isn’t the end—it can be the beginning of something extraordinary. From Henry Ford to Steve Jobs, some of the most iconic business leaders faced failure head-on, only to rise stronger. This article explores how these trailblazers turned bankruptcy into billion-dollar success stories, and what modern entrepreneurs can learn from their resilience. Read more to transform setbacks into comebacks.

Estate Planning · May 23, 2025

When your estate plan is built around documents instead of people, it can fall apart—just like it did for Zappos CEO Tony Hsieh. His story reveals how missing wills, poor planning, and lack of legal guidance can cost families millions. This article unpacks the estate mistakes even the wealthy make and how a Life & Legacy Plan ensures your wishes are honored and your loved ones are protected.

Business · May 19, 2025

If your financial reports are always late, confusing, or incomplete, your business might be at risk. Poor bookkeeping leads to cash flow issues, tax mistakes, and stalled growth. In this blog article, discover the red flags of outdated financial systems and how upgrading your bookkeeping process can help you make smarter, faster, and more profitable business decisions.

Business · May 16, 2025

Your products may drive sales, but it’s your brand, ideas, and creations that define your business’s true value. Without the right protections, they’re exposed to theft, imitation, or loss. This guide breaks down the four key types of intellectual property protection every business owner needs — and the practical steps to safeguard what makes your business unique, profitable, and legally secure.

Business · May 09, 2025

When employees use personal devices for work, your company’s data could be at serious risk. From privacy breaches to compliance failures, the BYOD era introduces more than convenience—it brings vulnerability. In this blog article, we unpack the real risks of letting personal and professional digital lives collide and share smart legal and tech strategies to protect your business without sacrificing flexibility.

Estate Planning · May 05, 2025

Estate planning might not be the first thing that comes to mind for Mother’s Day—but it could be the most powerful gift a mom can give. In this heartfelt blog article, discover how mothers are using wills, trusts, and legacy interviews to protect their children and pass down more than just wealth. From guardian designations to values-based planning, explore how thoughtful legal steps become a lasting act of love.

Business · April 25, 2025

Many business owners assume their estate plan protects their business—but without aligned operating agreements or bylaws, your company may face legal and financial chaos. Discover why syncing your estate plan with your business documents is critical for continuity, tax efficiency, and avoiding costly disputes. Learn how to protect your business legacy and loved ones with strategic Life & Legacy Planning.