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.
Estate Planning · April 21, 2025
Could a missing hard drive cost your loved ones millions?
Just ask the man who lost access to $700 million in Bitcoin. His cautionary tale highlights a critical truth: if you don’t track your assets—including digital ones—your family may never find them. From forgotten retirement accounts to inaccessible crypto wallets, billions are lost every year due to poor asset organization. In this article, discover why an up-to-date asset inventory is one of the most powerful (and overlooked) tools in you
Business · April 18, 2025
Feeling overwhelmed running your business? You’re not alone—and ignoring burnout could cost more than your health. Discover how to protect your company when you need to step back, without losing momentum. From legal frameworks and financial safeguards to empowering your team, this guide explores essential strategies to keep your business running smoothly—even when you can’t. Learn how smart systems and proactive planning help you avoid crisis and build resilience now.
Estate Planning · April 14, 2025
Created a trust? That’s just the beginning. Many families discover too late that their trust no longer reflects their wishes—or worse, doesn’t work at all. Life changes, laws change, and your trust needs to keep up. In this blog article, learn how regularly reviewing your estate plan protects your loved ones, avoids probate, and ensures your legacy stays intact. Discover when to review your trust, what’s at stake, and how to make sure your plan works when it matters most.
Business · April 11, 2025
One overlooked HR mistake could cost your business everything. Employment law violations aren’t just a big-business problem—they’re a major threat to small and mid-sized companies, too. This guide reveals how to avoid costly lawsuits, misclassification penalties, and turnover headaches by building legally compliant HR systems. Discover what your handbook must include, why missteps during hiring can backfire, and how to protect your team (and your bottom line) before it’s too late.
Business · March 28, 2025
Most small businesses fail the moment their founder steps away—not because of the economy, but because there’s no succession plan. If you're a business owner putting off this conversation, you're risking everything you've built. From family conflict to tax disasters to leadership chaos, the costs of doing nothing are high. Learn how to protect your company, your family, and your legacy with a smart succession strategy you can start today.
Business · March 21, 2025
Worried about how your business will weather the next economic storm? Whether you're facing inflation, market shifts, or supply chain disruptions, this guide reveals the essential systems every business owner needs to stay profitable and protected. Discover how to build a financial fortress, safeguard your legal foundations, and create operational resilience so your business not only survives uncertainty—but thrives because of it. Don’t wait until it’s too late.
Estate Planning · March 17, 2025
If something happened to you on vacation, would your kids be safe? Without a Kids Protection Plan®, your children could end up in the care of strangers or social services during an emergency. A Kids Protection Plan® provides legal documents, emergency instructions, and trusted guardian designations to ensure your children are protected no matter what happens. Don’t leave their safety to chance—learn how to create a Kids Protection Plan® before your next trip for total peace of mind.
Business · March 14, 2025
Your business partner’s divorce could become your biggest liability—unless you plan ahead. Many entrepreneurs overlook how a partner’s personal life can disrupt ownership, cash flow, and operations. This article breaks down how a divorce can impact your business and outlines legal strategies like buy-sell agreements, operating agreements, and financial separation to keep your company protected. Learn how to shield your business before it’s too late.