Estate Planning · February 13, 2023

You work hard to provide your family with all they need, and you want to be sure your estate plan protects them. Sometimes, that means getting the cheapest estate plan available. What could possibly go wrong? Many estate plans can be far more affordable than their competitors; however, a cheaper price doesn't always lead to a better deal. Find out how some cheaper plans could leave your family with unwanted mess and more costs in the future. Read more...

Estate Planning · February 06, 2023

As you age, your family dynamics can complicate your estate plans. To ensure your plan works when they need it, avoid assuming it will work perfectly. Instead, review and update it regularly, communicate openly with family, and seek professional help when necessary. With these proactive steps, you can be confident that your estate plan will work as intended, giving you peace of mind and protecting your assets, even in challenging circumstances. Learn more...

Business · February 02, 2023

As a business owner, balancing your passion for work with your commitment to your family and personal pursuits can be challenging. You can pursue your passion without sacrificing the protection you give your family and assets. Don't risk doing anything - take action to safeguard your assets and personal life. Know more about prioritizing your personal life, protecting your business, and pursuing your passions. Read more...

Estate Planning · January 30, 2023

Being a Trustee means taking on a wide variety of duties. Some are conditional on the confidence level between you and the other person, but some responsibilities are always the same. So, before agreeing to be a trustee, learning everything you can about the role is crucial. If you're considering becoming a Trustee, read this article beforehand. Learn more. 

Business · January 26, 2023

Many challenges may arise both during startup and after you've established your business. You have to safeguard assets and cut your losses as much as possible because of the possibility of legal action or bankruptcy. And yet, how would you handle them? In this article, I'll go through four essential asset protection vehicles you may use to safeguard your personal finances while you establish and grow your company. Learn more.

Estate Planning · January 23, 2023

Putting your family at risk because you didn't read the fine print. If something happens to you, you take out life insurance to provide for your family. However, many people make mistakes when they designate their beneficiaries. Use this 4-step guide to avoid common mistakes and ensure your designated beneficiary receives the intended financial benefits. Learn more...

Business · January 19, 2023

According to the latest study, more than sixty percent of businesses operate from funds from individual accounts. That's risky! Using your money and resources in a business might lead to many unexpected outcomes. If you want to lessen the blow to your financial security, here are five simple, no-cost measures you can take now. Learn more here.

Estate Planning · January 16, 2023

You need a plan for your assets, like retirement or passing your wealth to loved ones. But where do you start? With a revocable living Trust or an irrevocable Trust? Both have positives and negatives that can affect your financial future. Understanding the benefits and disadvantages of each type of trust is essential before deciding which suits you. Use this guide to help you determine if a revocable living trust or an irrevocable trust is suitable for your family. Read more...

Business · January 12, 2023

Parents want their kids to work for them, but many are concerned about the potential of litigation from having minors on their payroll. But there are several benefits to hiring kids in your business. Learn how parents can keep their businesses strong, and kids gain the job experience they want without the risk. Read more...

Estate Planning · January 09, 2023

One of the hardest things in life is to be able to plan for any situation. Our lives are mostly in order, but there is always that possibility that we might not have time to arrange things and decide once we are gone. Find out what the law says about the importance of a living will and how it can help you leave your estate to your loved ones after you die and keep them from dealing with legal issues. Read more...