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

July 10, 2023


July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and reminisce about the wonderful memories you share together. If you’re getting together with family this month, it’s also a perfect time to talk to your loved ones about your shared goals, family resources […]

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

July 5, 2023


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 […]

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

June 26, 2023


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 so you can fully relax during your travels.  Can’t imagine doing one more thing before you take some much-needed time away?  […]

Have a Trust? How the Corporate Transparency Act Affects You

June 19, 2023


Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate Transparency Act, set to kick in next year. If you aren’t, it’s time to get in the know because it could impact you, and if you it does, you’ll need support. Starting […]

3 Ways to Manage Workplace Conflict

June 5, 2023


Handling workplace conflict can be one of the most difficult aspects of running a business. While achieving business goals may require talent and time, managing people and their personalities is a completely different ball game. No matter how good the management is, disputes are bound to arise in the workplace due to differences in values, […]

Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview

May 30, 2023


May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. But sometimes seeing your loved ones aging or seeing how you’ve aged yourself […]

Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice

May 23, 2023


If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom goes beyond picking stocks and making money.  At this year’s Berkshire Hathaway annual shareholder meeting, […]

Why “Just a Will” Is Never Enough

May 18, 2023


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 don’t need anything complicated for their estate- just a Will. Indeed, Wills have a reputation as the number one estate planning tool and can be seen all over […]

4 Ways to Use AI to Make Life Easier for You and Your Family

May 1, 2023


Whether you’re turning on the news or scrolling through Instagram, it’s hard not to hear about AI technology, so this week I wanted to take some time to cover what the buzz is about and how you can use this technology to make your own life easier.  AI (artificial intelligence) language models like ChatGPT and […]

Leaving Your Pet in Your Will Won’t Protect Them – Do This Instead

April 24, 2023


If you’re a pet owner, you know the special bond that exists between you and your pets, and to many pet owners, our furry friends aren’t just a pet – they’re a loved and important part of our families. So if you’re thinking about how best to provide for your family after you die or […]