Estate Planning · November 24, 2025
As families gather around the Thanksgiving table, not only are traditional recipes shared, but it’s also the perfect setting for discussing and safeguarding your broader family legacy. This guide delves into the importance of such discussions and illustrates how Thanksgiving can be a catalyst for meaningful legacy planning conversations. Learn effective strategies for capturing family stories, initiating crucial talks without awkwardness, and integrating these insights into a comprehensive Life
Business · November 14, 2025
Imagine the pride in your heart as you pass on the baton of your business to your children, witnessing the legacy you've carefully constructed continue to bloom. Yet, kindling the spark in your children's hearts to take the reins of the family business isn't always a walk in the park. It can be quite a hurdle and requires a delicate touch. Ready to uncover the secrets to successfully achieving this? Read on to learn more...
Business · September 19, 2025
Business burnout is real, and it’s quietly sabotaging your success. This article breaks down the hidden costs of overwork, how stress affects decision-making and creativity, and why self-care is a smart business move. Learn how to protect your health and business before burnout takes over. Read more.
Business · September 17, 2025
Difficult clients can drain time, revenue, and reputation. Part 2 of our series shows you how to defuse tense situations with empathy, protect your online reviews, strengthen long-term client relationships, and know when to bring in legal backup. Learn practical scripts, systems, and next steps so you stay calm, get paid, and protect your brand. Read more.
Business · September 10, 2025
Every business eventually faces a difficult client. The difference between chaos and confidence is whether you have systems in place to handle them. In Part 1 of this series, I outline four core strategies that prevent disputes, safeguard revenue, and keep client relationships professional. Strong contracts, clear expectations, and dispute resolution processes aren’t extras, they’re essentials. Read more.
Estate Planning · August 15, 2025
Inheriting a home comes with more than memories. From security risks and maintenance issues to insurance complications, managing an inherited property can quickly become overwhelming. Without planning, families may face unexpected costs and conflicts during an already difficult time. This article shows what to expect and how proactive Life & Legacy Planning® helps protect both the property and your loved ones. Read more.
Estate Planning · August 08, 2025
A $17B fortune. Over 100 heirs. One bold estate plan. Telegram founder Pavel Durov’s story reveals why even the most “equal” inheritance can unravel without legal clarity. Whether your family is large or small, the right plan prevents conflict, protects your values, and keeps your wishes intact. Read more to see how thoughtful planning works in the real world.
Estate Planning · August 01, 2025
As parents and grandparents, we all want to secure a bright future for our children. Giving them the best education is the dream, but rising tuition costs can make it feel out of reach. With numerous funding options, families often feel unprepared, which can risk compromising their child’s educational goals. The key isn’t just saving, but creating a smart, informed strategy that protects dreams and makes higher education attainable. Read more.
Estate Planning · July 23, 2025
Organ donation can save lives, but a recent investigation revealed how a lack of planning can lead to devastating mistakes. When your medical wishes aren’t clearly documented, loved ones may face impossible decisions, and hospitals may act before you’re truly gone. This article explores how Life & Legacy Planning® protects your voice, your body, and your family when it matters most. Read more…
Business · July 21, 2025
Bad hires cost more than money. They drain time, morale, and your business’s momentum. With 75% of employers admitting to making the wrong hire, the real question is whether your systems can protect you from joining that statistic. This article reveals how to identify the root causes of hiring mistakes and build processes that keep your team strong, productive, and aligned with your vision. Read more…