Blog Articles

6 Essential Strategies For Starting A New Business
If you are thinking of starting a business, you'll find all sorts of advice about how to go about getting your new venture off the ground. Indeed, there are entire websites devoted to the topic. Yet, with so much information out there, it's hard to know what you should heed and what you can ignor...

5 Best Practices For Establishing Healthy Boundaries With Clients
Do you feel obligated to check work emails, texts, and voicemails at all hours?
Do you often work evenings, weekends, and holidays, even after you promised yourself you wouldn't?
Do you feel pressured to say yes to pushy clients because it's easier than saying no?
Do you feel resentful of clients...

How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud
When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Yet these possessions very often aren't the items that have the most meaning for the loved ones we leave behind.
Smaller items, like family heirlooms and k...

Use Estate Planning to Avoid Adult Guardianship-and Elder Abuse
Elder abuse can take a wide variety of forms, but we think the worst of the worst is caused by unscrupulous adult guardians appointed by a court to care for seniors who are no longer able to care for themselves. And though you may not want to believe such a thing could happen, you need to know th...

Don't Let Your Kids Leave Home Without Signing These 3 Documents
As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue other life goals. This can be an exciting and emotional time, and with so much going on, estate planning probably isn't at the front of your (or their) mind righ...

Unexpected Life Events: Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
Protect Your Children's Inheritance With A Lifetime Asset Protection Trust
As a parent, you're likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating your life's work. But without taking the proper precautions, the wealth you pass on is...