Estate Planning · December 09, 2024

With tax exemptions at historic highs and interest rates shifting, estate planning has never been more critical—or more time-sensitive. Delaying action could mean missing opportunities to protect your wealth and loved ones before changes take effect. Learn how today’s conditions can work in your favor and prepare for what’s to come. Click to explore strategies for navigating this time of change and securing your legacy.

Estate Planning · December 06, 2024

As you already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money you'll leave behind, but also includes your wishes, insights, stories, and experience. That's why, this year, we invite you to ask your loved ones the 32 important questions that can reveal a wealth of valuable life lessons - family treasures to discuss and share with generations to come.

Estate Planning · December 02, 2024

Family disputes over inheritance can tear loved ones apart, as seen in Tony Bennett’s $100M estate battle. The pain of mistrust and mismanagement is avoidable with the right estate plan. Imagine leaving your family not just assets but peace and unity. Learn the key steps to protect your loved ones and avoid conflict. Click to explore lessons from this high-profile estate planning case and how to safeguard your legacy.

Estate Planning · November 25, 2024

Navigating the complexities of trademark protection is crucial for any business owner, as illustrated by the recent high-profile trademark dispute involving Hailey Bieber’s skincare line. This guide highlights three essential lessons for protecting your intellectual property effectively. Learn the importance of early brand protection, the critical role of thorough documentation, and strategies for future-proofing your brand against emerging market challenges. Whether facing celebrity competition

Business · November 22, 2024

Ensuring the longevity of your business goes beyond daily operations—it’s about preparing for the future. This guide emphasizes the importance of succession planning, ensuring that your business continues to thrive without you. Learn how to select a successor not just based on skills but on shared values and trust, how to integrate new ideas while preserving core values, and how to foster relationships that bridge generations. Effective succession planning protects your legacy and the relationsh

Estate Planning · November 18, 2024

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 15, 2024

Navigating today's labor market requires more than just filling positions; it demands a strategic approach to building your team. This guide reveals modern hiring strategies that blend the development-focused approach, prioritizing potential and cultural fit, with the high-performance model that seeks exceptional talent. Discover how these methodologies can help you attract and retain the skilled workforce necessary for your business to flourish, even in challenging times.

Estate Planning · November 11, 2024

Being named an executor is often seen as an honor, but it comes with significant challenges that many are unprepared for. This guide delves into the complexities of estate administration and the essential role of effective planning. Learn about the responsibilities that range from managing assets to dealing with family dynamics, and discover how a Life & Legacy Plan can alleviate the burden for your loved ones. Equip yourself with knowledge to ensure that you or your chosen executor can handle e

Business · October 25, 2024

Starting a business is fraught with challenges, and not every venture pans out as hoped. If your business venture didn’t succeed, it might feel like the end, but it's actually an opportunity for growth and renewal. In our guide, "Bouncing Back After Business Failure," we explore five essential strategies to help you recover and succeed in your next business endeavor. You'll learn how to reflect on mistakes, rebuild confidence, and carefully plan your next steps. With practical advice and actiona

Business · October 18, 2024

Streamlining operations and standardizing processes is the secret to sustained business success. This guide explores how effective business systems can be the backbone of your company, ensuring every department plays in perfect harmony. Learn how to create detailed workflows that increase efficiency, build consistent customer experiences that foster trust and loyalty, and adapt to changes swiftly without sacrificing stability. Discover actionable steps to empower your team, delight your customer