Estate Planning · December 20, 2024
Confused about how to handle your assets in estate planning? From joint ownership to transfer-on-death designations, understanding how your accounts are titled and who has access is key to protecting your assets and ensuring a smooth transfer to your loved ones. In Part 1 of this series, we dive into common questions about account ownership, trusts, and keeping your asset inventory updated to avoid probate, reduce risks, and safeguard your family’s future. Read on to learn more.
Business · December 16, 2024
Year-end is the perfect time to reflect on how you can give back while creating a lasting legacy. Charitable giving through your estate plan offers powerful ways to support causes you care about and leave a meaningful impact. From direct bequests and donor-advised funds to charitable trusts and family foundations, thoughtful planning can maximize the difference you make while providing tax benefits for your heirs. Click to explore strategies that align your giving with your values and ensure you
Estate Planning · December 13, 2024
With political changes on the horizon, families with unique planning needs—like LGBTQIA+ households and those with children who have special needs—face new uncertainties. Federal protections for healthcare, education, and parental rights may shift, but proactive estate planning can safeguard your loved ones. Learn how to create a comprehensive Life & Legacy Plan that secures healthcare access, educational rights, and family protections regardless of policy changes. Click to explore strategies fo
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 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