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July is National Family Reunion Month. If you’re getting together with family this month, it’s also a perfect time to talk to your loved ones about estate planning and the legacy you want to leave behind for the next generation.

Estate Planning, Family

July 10, 2023

Awakened Planning: How to Talk About Estate Planning at Your Family Reunion

Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your assets to your loved ones while also providing them with a lifetime of asset protection, if you choose it for them. But, here’s the thing you might not know, and is […]

Estate Planning

July 5, 2023

Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you set off on your adventure, it’s essential to ensure that your legal affairs are in order.

Estate Planning, Family, Trust, Wills

June 26, 2023

Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway

If you have a Trust that is a partial or full owner of a business, the business may be required to disclose certain information about your Trust in an annual report under the new Corporate Transparency Act. So how do you know if the new rule applies to you? Keep reading to find out more.

Business Planning, Estate Planning, Financial Planning, Trust

June 19, 2023

Have a Trust? How the Corporate Transparency Act Affects You


If left unchecked, minor workplace disputes can escalate into major conflicts that can significantly affect the morale and productivity of your entire company. Therefore, it is essential to have a solid process in place for effectively managing staff conflict.

Business Planning

June 5, 2023

3 Ways to Manage Workplace Conflict