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 Life insurance and outdated documents aren’t enough.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.
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.
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 · March 09, 2023
Want to safeguard your personal assets from business risks? Learn how to form an LLC with our concise guide. Discover the benefits of an LLC: separation of personal and business finances, reduced personal liability, and management flexibility. Follow our expert advice to select the right state, draft an operating agreement, and register your LLC. Don't leave your assets exposed; take charge with an LLC today! Read 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 · July 29, 2022
You might think only the wealthy need to worry about asset protection planning. But the truth is that if you don't have millions, you may be at even greater risk. For instance, if you're a multi-millionaire, a $50,000 judgment against you might not be that big of a deal. But it could be devastating for a family with a modest income, savings, and home. Before it's too late, learn the strategies you may use to safeguard your assets.
Business · June 28, 2022
Regardless of what industry you're in, the reality of being a business owner is that you open yourself up to a number of unique risks that most people don't have to worry about—and the more successful your business is, the more risks you face. And because most business owners aren't fully aware of all the potential risks that can affect their company or the options available to protect their personal assets from the risks of doing business. This is where asset protection planning comes in.