Aug 28, 2023 | Small Business, Successor
While you can’t control how your children feel about your business, there are effective ways to inspire them and help them see the value of being a business owner and carrying on a family legacy. With these strategies, you can empower them to become the next leaders...
Aug 28, 2023 | Estate Planning, Trust, Wills
Here are the three biggest mistakes we see when reviewing DIY and low-cost estate plans. Leaving Assets Outright to Loved Ones One of the simplest mistakes you can make in estate planning is distributing your assets directly to your beneficiaries upon your death. This...
Aug 21, 2023 | Law, Small Business
If you’re a small business owner, you’ve probably been enjoying the privacy and simplicity that owning a small company affords you. Holding your business privately means that you can keep a level of anonymity in your business dealings, such as holding real estate or...
Aug 21, 2023 | Estate Planning, Trust, Wills
Here are five questions to ensure you don’t end up paying for legal services you don’t need, expect, or want. Once you know exactly what you should be looking for when choosing an estate planning lawyer, you’ll be much better positioned to hire an attorney that will...
Aug 14, 2023 | Insurance, Small Business
Here are two crucial types of insurance you should never go without! Employment Practices Liability Insurance A lesser-known but very important insurance coverage for business owners is Employment Practices Liability Insurance or EPLI. EPLI insurance protects you...