Business

a person planning with an attorney for his business. you can see both of their hands and them reviewing documents

Estate Planning for Business Owners: Why Now, Not 2026

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a person reviewing business documents and then there is a model of a house in front of them on their desk

Is Your Business Ownership Properly Aligned with Your Trust?

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a group of business professionals meeting together discussing their clients succession planning for their business

Succession Pathways: Sell, Keep, or Steward?

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an advisor speaking to their clients on how they can protect their business

How Advisors Can Spot When Business Clients Need Estate Planning

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a little umbrella over business documents "protecting" business documents

Is Your Business Protected from Creditors and Lawsuits?

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an advisor going over business documents with their client and doing their business well check

Business Well Check Basics: What Every Owner Should Review Before Year-End

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a folder that says step-by-step guide on an advisors desk

OBBBA 101: Quick Guide for Advisors Supporting Clients

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an advisor with his client reviewing the OBBBA within their tax planning and estate planning

Pros & Cons of OBBBA: What Advisors Should Flag Before Year-End

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a gavel on a law dictionary

Pros & Cons of OBBBA: How Waiting Could Cost You in 2026

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a gavel with a law being put into effect.

The Big Beautiful Bill in Plain English: What Business Owners Need to Know

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a couple working together on their business and reviewing paperwork.

How to Protect Your Family When You Both Work in the Same Business

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a picture of insurance files- there is one big file that says insurance policy and then there are little ones that say auto home life and medical

Why Now is the Perfect Time for an Insurance Audit in Your Estate Planning

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a picture of a stack of three golden coins and on top of each coin has a letter- that spells out tax

Start the Year with Strategic Tax Planning for Your Estate

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a picture of an estate and underneath it there is a tax form

Does Your Revocable Living Trust Reduce Your Federal Estate Tax Bill?

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in the middle there are the letters AI and then surrounding it there are different things that use AI now such as images, our brain, websites, computers, etc.

Beyond Algorithms: The Irreplaceable Value of Human Touch in Estate Planning

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a picture of coins in the background and then there is a picture of digital stocks and digital assets transparently over the coins

Protecting Your Digital Assets: Estate Planning and Avoiding Holiday Scams

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an image of documents in a file being sorted by year.

Is it Time to Let Go of Those Old Documents? 

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an image with a key on a document that says your life insurance policy

Be Careful Relying on Life Insurance to Provide for Loved Ones

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there are gold balloons that say 18 to signify that the person is becoming an adult.

Happy 18th Birthday! Now What?

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couple looking at a piece of paper and their computer having a serious discussion

Have You Checked Your Beneficiary Designations Lately?

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