Can You Rely on Legal Insurance for Your Estate Plan?
As the need for affordable legal services becomes even more important in today’s world, it's common to opt for group legal insurance...
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- Aug 4
- 5 min
Don’t Send Your Kids Back to School Without These Documents
As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating...
- May 15
- 6 min
Why “Just a Will” Is Never Enough
When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they...
- Apr 24
- 4 min
The Small Business Partner You Didn't Know You Wanted: Comprehensive Legal Support that Won’t Break
As a small business owner, you may feel as if you’re facing the world alone at times. Unlike a large company would, I’m willing to bet...
- Apr 18
- 6 min
3 Simple Mistakes That Can Derail Your Estate Plan
If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how...
- Mar 27
- 3 min
Why Every Business Owner Should Consider A Trust
Trusts are often underused or misused tools for business owners, as they can provide a range of tax, asset protection, and succession...
- Mar 23
- 3 min
Why Everyone Needs to Keep Their Estate Plan Updated
As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents,...
- Mar 13
- 5 min
Protecting Your Privacy: Understanding Nominee Services for Business Owners
As a business owner, you may want to keep your personal information private and out of the public record. Luckily, if you want to run...
- Mar 6
- 3 min
Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits
As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumstances require. If your child...
- Feb 27
- 4 min
Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance
If you have a current estate plan, I'll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a...
- Feb 13
- 5 min
Will Your Estate Plan Work When Your Family Needs It?
Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop...
- Jan 30
- 6 min
Creditors And Your Estate Plan
In some cases, you could inadvertently leave a reality in which your surviving heirs—your kids, parents, or others—are responsible for...
- Dec 27, 2022
- 5 min
4 Year-End Tax-Saving Strategies For 2022
Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings...
- Dec 13, 2022
- 4 min
How your choice of business entity affects your tax obligations—Part 2
Along with personal liability protection, record-keeping requirements, and how you plan to finance your operation, one of the main...
- Dec 7, 2022
- 5 min
How Your Choice Of Business Entity Affects Your Tax Obligations—Part 1
Along with personal liability protection, record-keeping requirements, and how you plan to finance your operation, one of the main...
- Nov 29, 2022
- 6 min
How To Manage Your Digital Accounts After Your Death—Part 3
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
- Nov 22, 2022
- 5 min
HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH PART—2
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
- Nov 14, 2022
- 4 min
HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH — PART 1
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
- Oct 24, 2022
- 5 min
HOW AN ESTATE PLAN CAN PROTECT YOUR BUSINESS & FAMILY
You’ve most likely dedicated significant time and energy to creating a vision for your business, executing that vision, and even writing...
- Oct 10, 2022
- 5 min
5 SMART WAYS TO PAY FOR YOUR FUNERAL THAT WON’T LEAVE YOUR FAMILY TO FOOT THE BILL
With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, at the very least your estate plan...
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