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 · November 03, 2022

As many of you are aware, we discussed the risks of using unconscionable contracts or small business forms to establish their businesses in part 1 of this article. The bottom line is that if someone signs your contract without understanding what they agree to. It's not easy to avoid these pitfalls, but planning can prevent even the most disastrous mistakes. Today, we'll look at the final five pitfalls to avoid when entering legal contracts for your business. Learn more here...

Business · October 27, 2022

Does your company use legal agreements? Adverse consequences like unwanted disclosure of confidential information or loss of intellectual property rights may occur if you're not careful. Don't wait any longer; protect yourself today with a well-drafted legal agreement. Here's part 1 of the ten pitfalls to avoid with your company's legal agreements. Click here to know more.

Business · October 21, 2022

When it comes to estate planning, most people think of a will. There is nothing wrong with it, yet, a will is far from the best solution. This is because, upon your death, all of your assets are subject to the judicial process known as probate. And probate implies more money, more time, and a higher level of complexity. We know you don't want that. Do you? Click here if you want to learn more.

Business · October 07, 2022

The most crucial time of the year for tax planning comes as 2022 is closing. When you first realize that taxes are your most considerable personal and business expense, Trust us, we know it can be stressful. Seeing so much of your hard-earned money wind up in the hands of the government could feel like a heist. But just a tiny amount of purposeful effort to reduce your taxes might significantly impact you. With all these in mind, we have a two-part article that will teach you strategies that fee

Estate Planning · September 16, 2022

Know that no matter how poor or rich your parents are, they must have an estate plan in place because their affairs will affect you and become your responsibility if they become incapacitated or die. Their estate plan ensures that their assets will be distributed to their heirs according to their personal wishes, no matter how much or how little they can be. If you do not know whether or not your parents have an estate plan in place that will help you best support them, read on!

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 27, 2020

Your business is your masterpiece. You have spared no effort in making it a reality right from the beginning when it was just an idea. You have given sweat and tears to make it grow and thrive, sticking with it and braving the hardest times. While a business is practically immortal, we humans are not. Plus, the business environment has always been unpredictable, even more so during this time of the pandemic. How do you ensure your business lives on among and despite immense uncertainties?