Blog Articles

5 Types of Insurance No Business Owner Should Go Without - Part 1
Insurance is a powerful tool that can provide you with peace of mind and safeguard the hard work you’ve put into your business. In this blog post, we'll explore five types of insurance that no business owner should go without. Read more…

Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview
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. While no one can predict how many more years we’ll have with our elderly loved ones, there is an easy way to capture their stories, wisdom, and love for future generations. Read more …

How to Love Your Business Again
One of the best-loved books for entrepreneurs is The E-Myth by Michael E. Gerber. In the book, he tells the story of a woman who always dreamed of owning a pie shop. She wanted nothing more than to spend her days doing what she loved and seeing her customers enjoy her pies. But once she opened he...

Why “Just a Will” Is Never Enough
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
AI technology is here, but don’t worry, you don’t need to be a techie to make AI work for you (or fear that it will lead to a revolution of Schwarzenegger-esque cyborgs). This week, I’m exploring 4 ways you can use AI language model software to make your family’s life easier. I’ll share real-world examples of the software in use, so you can free up more time for the things and people you love. Read it here…

Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs
I know discussing topics like death, incapacity, and other potentially frightening life events, with someone like me, an estate planning lawyer, may feel intimidating or even morbid. Take a deep breath and relax… it doesn't have to and shouldn't be that way.
Hiring a lawyer to help you make wi...