Our Blog
Be Ready for Anything: How to Prepare, Stay Safe, and Recover from Disaster
Disasters can strike without warning, but having a solid plan in place can mean the difference between chaos and control. From packing an emergency go-bag to securing essential legal documents, here’s how to prepare, stay safe, and rebuild—plus why estate planning is a critical yet often overlooked part of disaster recovery.
The Valentine’s Gift That Lasts a Lifetime
Flowers and chocolates are nice, but the gift of security lasts a lifetime. A Life & Legacy Plan is more than paperwork—it’s a love letter to your family, ensuring they’re protected and never left wondering what to do next. ❤️
Five Simple Steps to Protect the People You Love in 2025
Too many people put off estate planning because it feels overwhelming, but taking a few simple steps now can save your loved ones from unnecessary stress, financial burdens, and legal complications. From organizing your finances to recording a meaningful legacy message, here’s how you can protect the people who matter most in 2025.
Don’t Let Your Assets Become “Unclaimed Property”
Did you know that state governments across the U.S. are holding nearly $60 billion in unclaimed property? With National Unclaimed Property Day approaching on February 1st, now is the perfect time to learn how proper estate planning can ensure your assets never become part of this growing statistic.
Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers
In this last installment of our four-part celebrity series, we spotlight Elvis, the King of Rock. Although he passed away in 1977, his estate can teach us valuable lessons, even in 2024, about the importance of estate planning and how to avoid falling prey to scammers.
What Arbitration Is and Why It Matters for Business Owners
Running a business means you will eventually face disputes. When disagreements arise, the traditional route of resolving them in court can be time-consuming, expensive, and stressful - and completely public. But there is a better alternative.
10 Small Business Tax Moves to Make the Second Half of the Year - Part 2
Last week, we looked at the first 5 of 10 business tax moves to take in the second half of this year. This week, we're diving into five more game-changing tax strategies that will have you look at your business finances in a new light. So pull up your tax-deductible office chair and read on…
Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter
In this third installment of our four-part celebrity series, we discuss a topic that no one wants to consider as it may seem to be a fate worse than death: incapacity. Find out what Jay Leno and his family can teach us about the need to be prepared, no matter what happens.
10 Small Business Tax Moves to Make the Second Half of the Year - Part 1
As a small business owner, managing your finances strategically is crucial to your success. With the second half of 2024 underway, now is a great time to focus on something no one likes to talk about but can make a huge difference to your bottom line: taxes.
Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts
Since we love a good celebrity story, this August, we’re looking at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!) in this second article of our 4-part celebrity estate planning series, Vanilla Ice chimes in with his estate planning experience, advice, and lessons learned. Let’s just say he has…thoughts.
