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Choosing the Right Business Structure
When starting a business, one of the most critical decisions you'll face is choosing your business structure. While many entrepreneurs...
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National Unclaimed Property Day
Every year on February 1st, we observe National Unclaimed Property Day - a reminder of the staggering $60 billion in forgotten and...
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Single-Member LLCs: Are You Sure Your Assets Are Protected?
As a business owner, you've likely heard that forming a Limited Liability Company (“LLC”) is one of the best ways to protect your...
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From Preparation to Recovery: When Disaster Strikes
When disaster strikes, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood, being ready to act can make all...
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The Dangers of DIY Legal Documents for Your Business
As a business owner, you may seek ways to save money and streamline your operations. The temptation to use DIY legal documents may seem...
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4 Estate Planning Myths That Put Your Loved Ones at Risk
Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate...
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5 Essential Strategies for Creating a Business Plan That Works
Every successful journey starts with a map, and your business journey is no different. While many entrepreneurs feel overwhelmed by the...
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Five Essential Steps to Protect Your Loved Ones in 2025
You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging...
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How the Incoming Trump Administration Could Affect Your Business
As we prepare for Donald Trump's return to the White House in January 2025, business owners are naturally wondering how the new...
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Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership
When preparing for college expenses, understanding how financial aid and estate planning intersect can make a significant difference....
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The Entrepreneur's Guide to Sustainable Success: Why Self-Care Is Your Best Investment
As an entrepreneur, you're probably familiar with the concept of ROI (Return on Investment). But have you considered that the most...
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Actions to Take Before 2024 Ends to Qualify for Specific Tax Credits
The end of the year can feel overwhelming, but it’s also a time to set yourself up for credits and deductions that can put real money...
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Start Fresh: Strategic Productivity Practices to Power Your Business in the New Year
The end of the year is approaching, and as a business owner, you're likely reflecting on the past twelve months while looking ahead to...
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Year-End Options for Giving to Charity
The desire to make a difference doesn't end when we're gone. For many people, incorporating charitable giving into their estate plan...
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Managing Remote Workers: Legal Compliance in the Digital Age
The workplace landscape has dramatically shifted, with remote work becoming the norm rather than the exception. While this change offers...
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Common Estate Planning Questions Part 2 of 2
When it comes to planning for your family's future, the options can feel overwhelming. Should you get a will? Create a trust? And what...
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A Strategic Guide to Finding the Right Investment Partner
The landscape of business funding is constantly evolving. While large venture capital firms and private equity companies often make...
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Common Estate Planning Questions Part 1 of 2 - On How to Handle Your Assets
When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account...
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Celebrity Trademark Battle Highlights 3 Lessons for Business Owners
The recent settlement of a headline-making trademark dispute between Hailey Bieber's skincare line and an established clothing retailer...
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Lessons from Tony Bennett's Estate Battle
When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a family...
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