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You know that uneasy feeling when you think about what everyone you would do if (and when) something happens to you? That nagging voice reminding you that you still haven’t created a will or trust or updated the estate plan you do have?  Now 2025 is here and it’s time to stop pushing those thoughts…

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The landscape of business funding is constantly evolving. While large venture capital firms and private equity companies often make headlines with billion-dollar deals, small business owners must also understand how to find and work with investors who will support their vision rather than take control. According to a recent article in Inc. magazine, knowing what…

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With a new presidential administration onboarding, the estate planning landscape is shifting beneath our feet. If you’ve been waiting for the “right time” to create or update your estate plan, there’s truly no time like the present, which presents both opportunities and urgencies that demand attention. With anticipated changes on the horizon and favorable conditions…

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Running a business requires countless decisions, from daily choices to major strategic moves that can alter your company’s trajectory. As an entrepreneur, you might find yourself torn between trusting your instincts and relying purely on data. The truth is, successful business leadership requires both emotional intelligence and analytical thinking. Let’s explore how to strike the…

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When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs. However, what many people don’t realize is that being an executor can turn into a demanding part-time (or full-time) job that lasts months or even years, often during a time…

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As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the turkey, stuffing, and pumpkin pie are important (and delicious) traditions, this cherished holiday offers something even more valuable—a perfect opportunity to think about, discuss, and preserve your family’s legacy. In this article, you’ll discover practical ways…

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If you are in the process of starting a corporation, there are many important legal documents you must create and abide by to comply with your state’s laws and ensure that the corporation will operate efficiently. Corporate bylaws are one of the most critical documents to have in place. Bylaws lay the corporation’s foundations and…

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In today’s world, where natural disasters and unforeseen events can disrupt our lives at a moment’s notice, preparedness is no longer a luxury; it’s a necessity. So, to make sure you and your loved ones are prepared for any emergency situation, I’ve created this comprehensive guide to provide a strong foundation for your financial security…

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In today’s rapidly evolving “gig economy,” you might be torn between hiring full-time employees or independent contractors (ICs). This choice carries significant implications for your business, affecting everything from your bottom line to your legal obligations. Understanding the pros and cons of hiring ICs and knowing how to protect your business becomes crucial as the…

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As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with unwavering dedication. Your military service demonstrated a profound commitment to protecting America’s future—and now it’s time to protect your family’s future through thoughtful estate planning that I call Life & Legacy Planning. Just as you…

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