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Preventing Family Feuds Over Your Personal Belongings
The passing of a loved one is a heartbreaking event, filled with grief and sorrow. But the aftermath can become even more painful if...


Advanced Planning Saved This Business and It Can Save Yours, Too
Imagine you're playing a friendly game of disc golf with your spouse. Suddenly, you lose control of your left hand, and for a terrifying...


Matthew Perry's Estate Plan Demonstrates the Benefits of Trusts
When Matthew Perry, the beloved star of Friends , passed away last year, the world mourned the loss of a comedic icon. However, as...


The Secret to Effective Networking: It’s Not About You
As a business owner, networking may feel like a necessary evil. You have to get your name out there by meeting other people, but does it...


What Do Lasagna and Estate Planning Have in Common?
Have you ever heard horror stories about families fighting over Grandma's jewelry or getting stuck in a never-ending legal battle after...


Protect Your Profits: Don't Gamble on Business Insurance
Being a business owner can be incredibly rewarding. It feels great to see an idea become a reality, increase your revenue, and create a...


3 Questions to Ask Yourself Before Creating Your Estate Plan With AI
Have you jumped on the AI bandwagon yet? If so, you’ve probably used it to make your life easier. AI can be incredibly helpful,...


Bouncing Back After Business Failure: What to Do Next
Starting a business is tough; sometimes, despite all your best efforts, things don’t go as planned. When your business fails, it can feel...


Labor Day Reflections and Your Legacy
Labor Day, observed in the United States on the first Monday in September, is not only the unofficial end of summer but also a...


The Corporate Transparency Act and What It Means for Your Small Business
You’ve poured your heart and soul into building your small business. You’ve worked tirelessly, made sacrifices, and taken risks. Now, a...


How Beneficiary Designations Put Your Family at Risk
You've worked hard to build your assets and secure your family's future. Like many responsible adults, you've named beneficiaries on your...


The Supreme Court Case All Business Owners Should Know About
You might think Supreme Court cases don't affect your daily life as a business owner, but think again. The recent decision in a case...


Would $23,000 Make a Difference to You?
Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. This frustrating scenario became a...


Understanding Mediation: A Practical Guide for Business Owners
Running a small business comes with its fair share of challenges, and disputes come with the territory. Whether it's a disagreement with...


The Intersection of SSD and Immigrants: What You Need to Know
Navigating the Social Security Disability (SSD) benefits system can be challenging for anyone, but for immigrants, it can be particularly...


Would You Make This Million Dollar Mistake?
Imagine this: You're in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as...


What Arbitration Is and Why It Matters for Business Owners
Running a business means you will eventually face disputes. These conflicts could be with employees, customers, suppliers, or even...


Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers
For the last few weeks, we’ve discussed celebrities and how they planned for their deaths. We started with the King of Pop, Michael...


10 Small Business Tax Moves to Make the Second Half of the Year - Part 2
Welcome back, savvy small business owners! If you thought the first five tax moves we covered last week were exciting, buckle up because...


Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter
For the last two weeks, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of our...
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