Estate Planning · September 08, 2025
A $1.5 million tax mistake devastated the Rowland family, proving that even wealthy families with documents in place can lose everything to a simple oversight. Estate planning isn’t just about having a will or trust, it’s about ensuring your plan actually works when your family needs it most. This article reveals how small errors can trigger massive losses and how Life & Legacy Planning® helps protect your legacy. Read more…
Estate Planning · September 01, 2025
Labor Day honors your hard work and, this year, how far every dollar must stretch. With prices up and benefits shifting, you can’t afford probate delays, court fees, or confusion. This piece shows how Life & Legacy Planning helps working families protect assets, avoid costly hold-ups, and ensure minor children and caregivers have immediate support when it matters most. Give your labor a lasting impact. Read more.
Estate Planning · August 20, 2025
Here are a few things women should know about estate planning and how it can help protect the financial security of loved ones. Things like making less in their careers and having less in savings due to pay discrepancies and time taken out of the workforce to raise their families, estate planning is an even more important task.
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...
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.
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.
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 · September 09, 2022
Today, It’s critically important to have the appropriate safeguards in place to reduce the risk of fraud and identity theft, especially for your senior parents. Because your parents are unlikely to be as savvy about digital technology and may be losing some of their powers of discernment as they age, it will almost certainly be up to you to help them in protecting themselves—and ultimately, your inheritance.
Business · November 10, 2020
Trademarks give the business its identity. They literally “mark" everything related to the business from its products, letterheads, processes, facilities, and more. But with company logos and taglines flooding the Internet for marketing, it is very easy for a trademark to fall into the wrong hands. At first, it may cause only confusion for your customers but it might bring a pile of expensive lawsuits later. Protect your business now by developing relevant and updated trademark strategies.
Business · November 02, 2020
2020 has set unprecedented variables in business with the advent of COVID-19. You will never know what could go wrong at any given moment. It is possible for your business to be completely swept away by the pandemic without means of protection. One of these means is having comprehensive insurance coverage. This can cover almost anything from properties, professional services, computer systems, business and employment practices and more.