Archive for October 2025
How Advisors Can Spot When Business Clients Need Estate Planning
Good Planning Protects the Business You’ve Worked So Hard to Build Business owners spend years—sometimes decades—building their life’s work. But without proper estate planning, everything they’ve built can become vulnerable overnight: to lawsuits, taxes, family conflict, or leadership gaps. As a trusted advisor, you’re often the first to see the warning signs. Recognizing key triggers…
Read MoreIs Your Business Protected from Creditors and Lawsuits?
Running a business comes with inherent risks—some expected, others entirely unforeseen. From contract disputes to employee claims, accidents, or unexpected creditor issues, one lawsuit can threaten everything you’ve worked to build. The good news? With the right structure and protections in place, you can shield your personal assets and your business’s long-term stability. 1. The…
Read MoreBusiness Well Check Basics: What Every Owner Should Review Before Year-End
As the year draws to a close, it’s the perfect time for business owners to pause, take stock, and make sure their business is positioned for strength in the year ahead. Just like an annual physical helps catch issues early, a Business Well Check gives owners a clear picture of their company’s overall health—financial, legal,…
Read MoreTrusting the Passenger Seat
There’s a moment every parent imagines but few are truly ready for: sliding into the passenger seat while your child takes the wheel. My son recently turned sixteen, and with that milestone came his driver’s license—a tangible symbol of freedom, independence, and the slow but steady shift in our roles. At first, I’ll admit, it’s…
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