Blog

  • 10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)

    Imagine this: something unexpected happens, and you’re suddenly unable to care for your children. It’s a parent’s worst nightmare.  In this situation, you’d want to know that your kids will be loved, cared for, and raised according to the values you hold dear. But have you taken the right legal steps to ensure that happens?…

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  • Creating Compliant HR Systems and Avoiding Costly Employment Law Mistakes

    As a business owner, you’re juggling countless responsibilities daily. Between managing operations, driving sales, and planning for growth, HR compliance might fall to the bottom of your priority list. However, neglecting your HR systems can lead to expensive legal issues that could derail your business success. In this article, I’ll explore how implementing compliant HR…

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  • The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan

    Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare scenario has become a reality for James Howells, a computer engineer from Wales, who has now spent more than a decade fighting to recover a discarded hard drive containing the private key to his Bitcoin fortune. Here’s what…

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  • Succession Planning for Small Business Owners: Starting the Conversation You’ve Been Avoiding

    Most business owners spend years building their companies with dedication, sacrifice, and endless hours of hard work. You’ve likely poured your heart and soul into creating something meaningful that provides for your family and contributes to your community. But there’s an important question many business owners avoid: what happens to your business when you’re no…

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  • Gene Hackman’s Estate: A Wake-Up Call

    The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that serves as a powerful warning for everyone – married couples specially – regardless of your net worth. Whether you have significant assets or just want to ensure your wishes are honored during your lifetime and you don’t leave a mess…

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  • Crafting a Return-to-Office Plan That Works for Everyone

    Have you ever walked into your office after the weekend and felt that buzz of energy – the quick conversations by the coffee machine, the spontaneous brainstorming sessions, the sense of shared purpose that fills the air? Now imagine that feeling after more than a year of remote work. For many business owners, this vision…

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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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