Your business is bustling, the phone is ringing, and orders are flying. Congratulations on getting your company this far! But if you find yourself “living” at your business to keep up with its demands and are sacrificing your health and happiness to keep your business afloat, it’s time to hire some help.

Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability to protect their wishes through an estate plan. We covered:

What it means to have mental capacity or be incapacitated

How dementia affects capacity for estate planning purposes

The essential estate planning tools a person with dementia needs to create right away

Business success comes from more than your products or expertise—it also comes from the mission, values, and energy that your business emanates.

When it comes to the professionals we hire or the stores where we shop for personal needs, we tend to prefer to give our time, money, and business to companies and people who make us feel good. Whether it’s our hairstylist or our grocery store, we prefer to do business with people and places that feel inherently “right” to us, and there’s an energetic reason for what feels “right” and what doesn’t.

Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis affects your loved one’s legal decision-making is crucial to ensuring their wishes are honored and that you are providing them with the best possible care.

In this blog, we'll explore the importance of estate planning, even after a dementia diagnosis, as the best method to ensure the wishes and rights of your loved one are protected.

At the core of many successful businesses lies a treasure trove of trade secrets—unique processes, formulas, or strategies that give a company a competitive edge. Whether it's the secret sauce behind your best-selling product or the innovative approach that sets your services apart, trade secrets are invaluable. And, short of trade secrets, even just confidential business information can be gold.

Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. Unfortunately, we all experience grief at one time or another, and knowing how to manage your own grief and how to be there for others who are grieving is an important skill that can improve your life and relationships.

In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are in effect, and they could substantially impact your family's financial future.

We’ll explain how the new law affects your unused 529 college savings account and what that means for your future savings.

Owning a business can be a thrilling adventure and an outlet for your most creative ideas. But behind the scenes of creativity and ambition, there's a practical reality that every business owner faces. To succeed, you need more than ideas and drive—it's about having the right team in place.

When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Smaller items, like family heirlooms and keepsakes, which may not have a high dollar value, frequently have the most sentimental value for our family members. However, these personal possessions are often not specifically accounted for in wills, trusts, and other estate planning documents.

Your business, heart project, work, service, and/or product may feel like it’s one and the same as you, or that it’s your baby. When you run your own business, oftentimes one of the most confusing aspects of the job -especially if you are new to the experience - is understanding how to separate yourself from your business. This issue can show up in so many ways, from achieving a work/life balance and managing your time, to how you get paid and even how much taxes you owe.