Posted on: August 15, 2024
For the last two weeks, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of our four-part celebrity series, we discuss a topic that no one wants to consider as it may seem to be a fate worse than death: incapacity. Unlike death, not everyone will become incapacitated. […]
Read More
Posted on: August 12, 2024
Not long ago, pet trusts were thought of as little more than eccentric things that famous people did for their pets when they had too much money. These days, pet trusts are considered much more mainstream. For example, in 2016, Minnesota became the fiftieth state to recognize pet trusts legally. But, unbeknownst to many pet […]
Read More
Posted on: August 8, 2024
This week, we’re continuing to look at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). Last week, we examined Michael Jackson’s planning and the holes in his plan that resulted in his family being embroiled in court and conflict for 15 years and counting (if you missed it, go […]
Read More
Posted on: August 5, 2024
Welcome back, savvy small business owners! If you thought the first five small business tax moves that owners should make in Q3&4, which we covered last week, were exciting, buckle up because we will take your tax strategy to the next level. In Part 1, we explored supercharging your retirement accounts, making the most of […]
Read More
Posted on: August 1, 2024
What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. Maybe it’s because we can relate in some way or feel like we can’t relate, which makes celebrities interesting. Their lives always seem attractive, but somehow… just out of reach. So, for the […]
Read More
Posted on: July 29, 2024
As a small business owner, strategically managing your finances is crucial to success. With the second half of 2024 underway, now is a great time to focus on what no one likes to talk about but can make a massive difference to your bottom line: taxes. This post discusses some business tax moves you can make […]
Read More
Posted on: July 25, 2024
It has been said that the only thing harder than being an addict is loving one. It can be challenging for a parent to bring a child into the world full of hopes and dreams about their future and then watch them spiral down into addiction. Having someone in your life who struggles with substance […]
Read More
Posted on: July 23, 2024
Americans are hungry to start businesses and have more tools than ever to tap into the United States’ free enterprise system. But starting a small business requires more than dreaming big, It requires choosing the appropriate business structure. To achieve the American dream of being your own boss and running your own company, you must […]
Read More
Posted on: July 18, 2024
Thinking about the world and how our loved ones will fare after we pass away can be very difficult. Although we all know that we will pass away at some point, this is not something most people like to dwell on. However, by proactively planning and prioritizing your goals, you can craft an estate plan […]
Read More