As this year comes to a close… As this year comes to a close, many families are getting creative with ways to stay safe while visiting those they love. Whether that’s creating a special outdoor space with blankets and...
Don’t let financial speculation prevent you from making tax-free gifts to or for the benefit of your loved ones. The three main types of tax-free gifts are annual exclusion gifts, medical exclusions, and education exclusions. 1. Make Annual Exclusion...
The past year-and-a-half has been challenging to say the least, but it has also taught us a new way of getting work done. People are questioning how they do business and are searching for new methods to get things accomplished. With...
When the 'in-laws' become the 'out-laws', inherited assets may be seized through divorce proceedings if not properly protected. Learn how a retirement trust can help.
Hoping to leave your children an inheritance? If so, consider doing so during your lifetime as well.
Should you share the details of your estate plan with your family? We can help ease your worries about family tension and start the conversation.
Did you know? Without a will or trust that designates a legal guardian, the care of your children would first be decided by the court. And while they make those decisions (which could be lengthy if family members disagree), your children would be put into protective custody — that means foster care. Learn more about how to best avoid this situation and ensure your children are placed with your preferred guardian as quickly as possible.
In this quick 12-minute presentation, Michael discusses key Estate Planning topics and how they are specifically pertinent during the COVID-19 pandemic.
Confused about estate plans and the difference between wills and trusts? Or why you need them at all? Here we've shared some examples of what happens in cases of dying intestate (without a will or trust), with a will, and with a trust. Contact us to learn more and let us help you determine what's right for you!
Watch Michael’s Speech on Transformation
This powerful journey of self discovery has helped Michael live a more purposeful life and has provided opportunities to not only reconnect with himself, but also reconnect with family and friends.
Want to live more purposefully in all areas of your life?
Check out Michael’s new book, Your Ultimate Legacy: How You Can Create, Expand, Enjoy and Sell a Purposeful Practice, available now on Amazon, CreateSpace and Kindle! Learn more about Michael’s professional journey of transformation and how you can apply it to your business practices too!
Connect with Michael
View Michael’s full bio for details about his background and business. For more info about Michael’s journey, or to schedule him to speak with your group, contact us today!