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Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential
You’ve taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about keeping your family out of court and conflict, ensuring your wishes are known and honored, and you do not want to leave behind a mess for the people you love. Great work. But here’s…
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How to Bulletproof Your Business Against Economic Uncertainty
In today’s market, business owners face unprecedented challenges from inflation, supply chain disruptions, and shifting consumer behaviors. The economic landscape can change rapidly, leaving unprepared businesses vulnerable to significant losses or even failure. However, with strategic planning and robust systems in place, you can fortify your business to withstand financial storms and emerge stronger on…
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Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits
Imagine this: You’ve spent decades carefully saving money, building a comfortable nest egg that represents years of hard work and discipline. One morning, you’re sipping coffee and browsing the news when headlines about a bank failure catch your eye. Your stomach drops as you realize a significant portion of your savings could be at risk…
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How to Safeguard Your Business from Your Business Partner’s Divorce
Most business partnerships begin with shared goals and optimism. But life happens, and personal matters—especially divorce—can create ripple effects that threaten your company’s financial stability, leadership continuity, and future. If you’re in business with a partner, their divorce isn’t just their personal issue; it could become your business’s problem, too. What types of problems could…
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Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love
Love in the 21st century takes many forms, and for a growing number of couples, “forever” doesn’t always include a marriage license. While a deeply personal choice, being unmarried adds layers of legal and financial complexity that can’t be ignored, especially when it comes to protecting your assets and loved ones. Imagine this: you’ve built…
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BOI/CTA UPDATE: Treasury Department Suspends Enforcement of Penalties
UPDATE: On March 2, 2025, the U.S. Department of the Treasury announced that it will not enforce any penalties or fines associated with the Corporate Transparency Act (CTA) reporting requirements against U.S. citizens or domestic companies. Rather, it plans to propose rules that narrow the scope of the CTA to foreign reporting companies only. What…
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Building Stronger Teams Through Inclusive Leadership: A Business Success Strategy
When it comes to building a successful business, your ability to attract, retain, and empower talented employees is crucial. Research consistently shows that companies thrive when they create workplace environments where all team members feel valued and supported to contribute their best work. Let’s explore practical strategies for fostering such an environment and examine how…
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Planning a Trip? Protect Your Children with a Kids Protection Plan®
As Spring Break approaches, followed by summer, you’re likely focused on planning the perfect getaway with your children—booking flights, reserving hotels, and mapping out exciting adventures. But there’s one crucial aspect of travel planning that often gets overlooked: ensuring your children’s safety and care if something unexpected happens to you during your trip. While no…
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A Female Founder’s Guide to Business Success
Women are launching businesses at an unprecedented rate, yet the road to success is rarely smooth. While female founders are proving their resilience and innovation daily, they still face unique challenges—from securing funding to balancing leadership with personal life demands. But let’s be clear: female entrepreneurs aren’t just keeping up; they’re redefining success on their…
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Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples
The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their marriages are rolled back. You’ve worked hard to build a life together, and the last thing you need is uncertainty about whether your marriage, your assets, or your rights will be recognized in the future.…