Estate Planning · September 15, 2023

Newlywed or soon-to-be? Beyond the vows lies a profound act of love: estate planning. Surprisingly, saying "I do" doesn't automatically safeguard your mutual assets or health decisions. Navigate this essential yet overlooked step with our guide, as we uncover 6 pivotal tools every couple should consider. Turn the page on a gift that ensures your partner's security and honors your wishes. Make estate planning a heartfelt chapter in your marital story. Dive in!

Business · September 12, 2023

As an entrepreneur, your business is personal. It's an extension of your vision, ambition, and hard work. But how solid is its foundation? Introducing the LIFT Business Assessment, an educational deep dive into the essential pillars: Legal, Insurance, Financial, and Tax. With this, not only will you gain clarity on where your enterprise stands but also discover strategies to strengthen its core. Ready to elevate your business insights? Let LIFT be your guide.

Business · September 05, 2023

Navigating the business world, have you ever faced legal documents bursting with terms that felt alien? It's easy to feel overwhelmed and just sign without understanding. You're not alone in this. But here's a thought: these agreements are our chance to gain clarity on our relationships, policies, and services. Instead of letting them intimidate us, let's take them as opportunities to better understand our business dealings.

Estate Planning · September 01, 2023

As affordable legal solutions like workplace-offered group insurance become popular, their adequacy for detailed estate planning comes under scrutiny. This 'one-size-fits-all' might leave families navigating unexpected legal hurdles. Our article highlights these pitfalls, emphasizing the need for personalized strategies. Beyond mere asset protection, a heart-centered approach ensures a harmonious legacy and a secure future, underscoring the significance of expert estate planning.

Business · August 28, 2023

Struggling with difficult clients that are negatively impacting your business? From persistent payment delays to constantly undervaluing your services, these challenges can drain your enthusiasm and resources. Dive into our article on the "4 Red Flags" to recognize when it's time to part with a bad client, arm yourself with essential insights to ensure your business's success, and pivot towards a business future where you're valued, prosperous, and, most importantly, respected.

Business · August 21, 2023

Launching a startup and thinking of leaning on your employer's group legal insurance? Many entrepreneurs find this tempting, but often overlook the potential shortcomings of such plans. In the intricate world of startups, these limitations can translate into unanticipated legal pitfalls, potentially jeopardizing your venture. Delve into our comprehensive analysis to uncover the critical aspects and ensure your startup's robust legal foundation.

Business · August 14, 2023

Navigating the world of employment can feel like a tightrope walk for small business owners. How often have you questioned if your payroll process is fully compliant or if that contractor agreement covers all bases? Your good intentions might unknowingly lead to common employment pitfalls. From wage confusion to "work for hire" nuances, these simple oversights can invite unexpected complications. Here's how to transform your employment practices from uncertain to unassailable...

Business · August 11, 2023

Ever felt a pang of confusion after losing a client once they've seen your legal agreement? You're not alone. Many of us don't realize how our contracts, meant to safeguard, can sometimes alienate. These documents should be clear reflections of our intentions and values. A muddled contract can inadvertently create doubts. Let's embark on a journey to understand and craft agreements that genuinely resonate and build trust. Explore the nuances of creating genuine, trustworthy agreements...

Estate Planning · August 07, 2023

Life’s twists and turns impact your estate plan in ways you might not anticipate. Whether it’s health scares, relocation, marriage, divorce, or evolving tax laws, your estate plan should keep pace with your life's journey. Dive into the next five life events that warrant a second look at your estate strategy. Ensure your intentions are safeguarded and your loved ones protected. Join us for guidance on updating your plan effectively!

Estate Planning · July 24, 2023

Life is dynamic, and so should be your estate plan. From changes in assets to the birth of a child or a business venture, events can alter your estate's landscape. Reviewing your plan is crucial to ensure it aligns with your current situation and future goals. Dive into the top reasons to reassess your estate strategy and learn how to keep it updated for peace of mind. Stay tuned for Part 2!