Woman in front of laptop while writing checklist on spiral notebook

Trustee Checklist

Picking the right Trustee is integral to ensuring your plan works as intended.

Man in Front of Buildings with Arms Raised

3 Ways to Guarantee Success in Your Business

Okay, we cannot really guarantee success. But research does show us what some of the most successful self-made billionaires have in common.

Man holding a pen over an estate plan documents

Do I Really Need an Estate Plan?

As far as I know, death is inevitable. If you figured out a way around that, let me know. It is a BIG mistake not to have a plan for your death or disability. What happens?

Cellphone, Notebook, Pencil, Eyeglass and Laptop on a white table

What Entity Is Right for Your Business?

50% of new businesses fail in the first 5 years according to the Small Business Administration (SBA). One of the main reasons – failing to plan and set up the RIGHT way.