BLOG

Every successful journey starts with a map, and your business journey is no different. While many entrepreneurs feel overwhelmed by the...

You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging...

As we prepare for Donald Trump's return to the White House in January 2025, business owners are naturally wondering how the new...

When preparing for college expenses, understanding how financial aid and estate planning intersect can make a significant difference....

As an entrepreneur, you're probably familiar with the concept of ROI (Return on Investment). But have you considered that the most...

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...

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...

The desire to make a difference doesn't end when we're gone. For many people, incorporating charitable giving into their estate plan...

The workplace landscape has dramatically shifted, with remote work becoming the norm rather than the exception. While this change offers...

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...

The landscape of business funding is constantly evolving. While large venture capital firms and private equity companies often make...

When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account...

The recent settlement of a headline-making trademark dispute  between Hailey Bieber's skincare line and an established clothing retailer...

When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a family...

Today's labor market presents unprecedented challenges for business owners. With unemployment at historic lows and skilled workers...

As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the...

Navigating the probate process can be challenging, especially during times of grief. In Florida, probate  is a court-supervised procedure...

Running a business requires countless decisions, from minor daily choices to major strategic moves that can alter your company's...

When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs....

You've built something special with your business. Whether it's a small family enterprise or a growing company, you've poured your heart,...