Mastering Time Management: 4 Effective Strategies for Busy Entrepreneurs – Part 1
Time is your most valuable resource, and how you manage it can significantly impact the success of your business and your personal well-being. But finding effective ways to organize your schedule and manage your team can feel like a time-consuming task in itself. If you feel overwhelmed by your calendar or like there is no…
You Have IP! Be Sure Not to Lose It … Here’s How
You don’t have to own a large company to own intellectual property. If your business creates inventions, written and artistic works, designs, logos, brand names, and images, you almost certainly have intellectual property. However, because intellectual property is intangible, it’s often overlooked in your business’s succession plan and your own personal estate plan. Even if…
Help Your Parents Avoid These New Financial Scams – Part 2
In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and cryptocurrency pickpocketing. In this week’s blog, I’m sharing two more scams that you and your parents need to be aware of, plus tips for staying protected. Let’s dive in. 03 | PERSONALIZED PHISHING…
Help Your Parents Avoid These New Financial Scams – Part 1
Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ever for scammers to target their victims, especially seniors. To protect your aging parents (or yourself) from these con artists, it’s crucial to equip yourself with the knowledge of how these scams work and what your loved ones…
Have a Trust? How the Corporate Transparency Act Affects You
Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate Transparency Act, set to kick in next year. If you aren’t, it’s time to get in the know because it could impact you, and if it does, you’ll need support. Starting January…
What the National Debt Ceiling Extension Means for Your Family
You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday life as a family. While it may seem like a distant matter, the national debt ceiling extension can have a significant impact on your family’s financial well-being and future planning. So…
Can You Rely on Legal Insurance for Your Estate Plan?
As the need for affordable legal services becomes even more important in today’s world, it’s common to opt for group legal insurance offered through your workplace benefits. These group insurance plans provide free legal assistance for a variety of needs from law firms that have contracted with the insurance company to provide the legal work.…
Don’t Send Your Kids Back to School Without These Documents
As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating legal guardians for your minor children. Legal guardians are the individuals you entrust with the care of your children if, for any reason, you are unable to do so yourself. In the hustle…
ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP-TO-DATE?
One of our primary goals is to educate you on the vital importance of not only preparing an estate plan, but also keeping your plan up-to-date. While you almost surely understand the importance of creating an estate plan, you may not know that keeping your plan current is every bit as important as creating…