protect your assets
The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan
Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare scenario has become a reality for James Howells,
Succession Planning for Small Business Owners: Starting the Conversation You’ve Been Avoiding
Most business owners spend years building their companies with dedication, sacrifice, and endless hours of hard work. You’ve likely poured your heart and soul into
Gene Hackman’s Estate: A Wake-Up Call
The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that serves as a powerful warning for everyone – married couples
The Power of Special Needs Trusts: Advantages Many Families Miss
When you have a child with special needs, planning for their future financial security can feel overwhelming. You’re probably familiar with Special Needs Trusts (SNTs)
Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential
You’ve taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about keeping your family out
LIFT Crafting a Return-to-Office Plan That Works for Everyone
Have you ever walked into your office after the weekend and felt that buzz of energy – the quick conversations by the coffee machine, the