closed up flowers on a brown closed casket

Dave’s Funding Lesson: Why Funding Matters

Dave gets in a car accident. His wife is in the vehicle with him. Dave passes away. His wife survives, but with mental deficits…

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Did You Choose the Right Trustee?

How do you choose the right trustee? What are your options? What does a Trustee do?

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Trustee Checklist

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

Standing Legs of a Man and Woman with Cat Sitting at the back

Need a Divorce? Do You Know Where to Start?

If you’re considering starting the divorce process or even looking into your options, one of the most common questions is “where do I start?”

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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?

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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.

Child on a swing

Evidence in a Divorce or Custody Battle

Obtaining evidence in Family Law matters can be especially invasive, which adds to an already overwhelming process. So what is “discovery” and why should you care?