Check out our blog posts for Estate Planning tips, resources, and recent developments
Navigating the World of Cryptocurrency: A Guide for Parents and Teens
In an era where digital innovation shapes every aspect of our lives, it's no surprise that our teenagers are drawn to the allure of cryptocurrency. But before they venture into these waters, parents should be prepared to help them navigate this new world.
‘til Death or Divorce: Why You Need to Plan Now for Your Relationship’s End
Whether it’s a breakup, divorce, or the death of a loved one, every relationship eventually comes to an end. Whether you have planned for that ending or not will have a real impact on you, your partner, and your assets.
Own a Business? Don’t Miss The Corporate Transparency Act Reporting Deadline
If you or your Trust own or manage a business, you’ll be required to report information about the company's ownership under the new Corporate Transparency Act. And if you, or your Trust, create a new company in 2024 or later, that report could be due in as little as 30 days.
Passing the Torch: How to Inspire Your Kids to Take Over the Family Business
The dream of passing on your business to your children and witnessing the legacy you've built continue to flourish is a powerful one. However, inspiring your children to embrace the idea of taking over the family business can present its challenges. Read more…
Have a Trust? How the Corporate Transparency Act Affects You
If you have a Trust that is a partial or full owner of a business, the business may be required to disclose certain information about your Trust in an annual report under the new Corporate Transparency Act. So how do you know if the new rule applies to you?
4 Ways to Use AI to Make Life Easier for You and Your Family
AI technology is here, but don’t worry, you don’t need to be a techie to make AI work for you (or fear that it will lead to a revolution of Schwarzenegger-esque cyborgs). This week, I’m exploring 4 ways you can use AI language model software to make your family’s life easier. I’ll share real-world examples of the software in use, so you can free up more time for the things and people you love.