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...
After all is said and done, what is the real legacy you leave? How will people remember you? Money and property are important, but they can also make emotions run high and introduce new problems. Perhaps a deeper introspection is...
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...
Hoping to leave your children an inheritance? If so, consider doing so during your lifetime as well.
Have you heard of a life insurance trust? This estate planning strategy gives you more control over your life insurance benefits.
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!
Don’t make the same mistake so many celebrities, like Prince, have made Whether your estate is worth $40,000 or $400 million, the effects of poor estate planning are undeniable. Between estate taxes at the state and federal levels, more...
Find out how to protect your business and provide a lasting legacy.
Read Michael’s article, “Three Critical Ways to Protect the Future of Your Business,” in the Daily Herald Business Ledger, as he discusses three key areas and how to plan for any issues before they arise.
Now available for order! Our new book, Your Ultimate Legacy: How You Can Create, Expand, Enjoy and Sell A Purposeful Practice, is now available — both in print and for e-readers! In this book, Michael shares his experiences of creating and cultivating a...
At the end of each year, I like to reconnect with our clients for review and reflection. So much can happen over the course of a year — families grow, financial situations change, and new elements of your legacy...
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