Blog

This week, we explore the differences between hourly billing and flat fee billing for attorneys, and how these differences can affect the legal work you’re paying for

A Partnership can be an efficient business model if set up the right way. Planning a partnership involves the crucial step of crafting a robust partnership agreement from day one.

A comprehensive Estate Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your family’s safety net when you can no longer be there. It might seem like life insurance is an easy way to help secure your loved ones’ future – and it is – but your […]

If you’ve given any thought to estate planning, you probably associate it with preparing for death. But did you know there are critical reasons (and significant benefits) for planning while you’re still alive and well? That’s why I refer to my services as Life & Legacy Planning. When done correctly, planning for your assets and […]

Your clients are the heartbeat of your business, and establishing a deep sense of trust with them is the cornerstone of growth and success. In a world where skepticism and misinformation prevail, nurturing authenticity and reliability in your professional branding and business structures is essential to building and keeping your client base. In this blog […]

Discover the ultimate act of love: including your partner in your Will and Life & Legacy Planning. Ensure their future security and express your commitment today; put them in your will

In the grand scheme of business ownership, discussing a succession plan may not be the most glamorous topic or one that's top of mind when you're busy with the daily needs of your company.

To ensure your business tax return goes as smoothly as possible, make sure to avoid these three common business tax mistakes.

Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You're faced with a critical decision: should you prioritize paying down those loans, or should you focus on the future, contributing to your workplace retirement plan? It's a tough

You may assume that in the event of your untimely passing, your children will automatically be cared for and inherit your assets. However, the reality can be far more complex and potentially unsettling.