Estate Planning · March 27, 2023
Avoid costly estate planning errors! This article explores three common mistakes that can disrupt your intended asset distribution. Learn about the importance of updating beneficiary designations, avoiding outdated documents, and conducting regular plan reviews. By sidestepping these simple missteps, you can safeguard your assets and ensure your loved ones are protected. Stay on track with your estate plan and achieve the peace of mind you deserve. Learn more...
Estate Planning · March 20, 2023
Ensure you receive expert guidance when hiring a lawyer for your estate planning needs. In our article, we provide the top 5 questions to ask before hiring a lawyer. Whether you're setting up a trust, creating a will, or designating powers of attorney, our guide will help you navigate the process with confidence. Don't leave your estate planning to chance. Read our article to find the right lawyer for your needs. Read more...
Estate Planning · June 10, 2022
If a family member or friend has asked you to serve as trustee for their trust either during their life or upon their death, it's a big honor—this means they consider you among the most honest, reliable, and responsible people they know. However, you should know that being a trustee takes a major responsibility, and the role is definitely not applicable to everyone. Here's why!
Business · January 04, 2022
Business growth is a dream that sparkles in the eyes of many small business owners. But bigger is only better when your business is set up to support the life you want. However, bigger is not necessarily better. It will become best if your business supports you in having a life you love, with an income to match, and providing services or products you're proud to deliver. So, how do you get there for sustainable success in 2022 and beyond? Let's take a look here!
Estate Planning · December 31, 2021
Most people immediately think of taking legal steps to ensure the right people inherit their stuff when they die. Although that thought is not wrong, it also highlights the importance of planning for life. Planning that’s focused solely on who gets what when you die is ignoring that death isn’t the only thing you must prepare for. Consider that at some point before your eventual death, you could be incapacitated, which can drag out over many years, leaving you and your family in agonizing limbo.
Business · December 28, 2021
The constant whirlwind of excitement and activity surrounding the launch of your startup can leave you feeling overwhelmed. You can get so focused on the day-to-day tasks and responsibilities of getting your operation up and running that you neglect some of your company's most vital legal components. Because you're so busy and likely not generating much revenue during the startup phase, it may be tempting to try to handle everything on your own and not seek out the support of a business lawyer.
Estate Planning · December 17, 2021
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.
Business · December 07, 2021
When you realize that your biggest personal and business expense is taxes, it can come as quite a shock. Seeing so much of your money wind up in the government's hands can feel like a shakedown. So, it's crucial to strategize to reduce your taxes. Some people resist enforcing creative tax strategies because they're worried it will get them in trouble with the IRS. However, as long as you do things properly, there's nothing illegal about strategizing to pay the least amount of taxes possible.
Estate Planning · December 03, 2021
NFTs, or "non-fungible tokens," are the latest sensation in the cryptocurrency universe or the "Cryptoverse." And if you haven't heard about NFTs yet, now is a great time to learn because they're likely to be a big part of our collective future. You might be wondering why anyone would spend such vast sums on digital images that you can download from the Internet for free. Here we'll explain what you need to know about NFTs and how to ensure your estate plan covers them if you own one.
Estate Planning · November 19, 2021
You've most likely heard people mention a couple of different types of wills when it comes to estate planning, and the most common is a "last will and testament," or known as a "will." But you may have also heard people talk about what's called a "living will." Both terms describe important legal documents, but their purpose and how they work are very different. We'll discuss some of the most critical things you should know about living wills and why it's essential in every adult's estate plan.