How to Incorporate Family Values in Your Estate Planning

Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. [...]

May 4th, 2017|Categories: Estate Planning|

How Can I Plan for a Strategic Retirement?

Are you approaching retirement? Not sure how you can ensure a smooth transition from working life to retired life?  Walking away from regular paychecks and employer-provided benefits can feel a little nerve wracking. Minimize the [...]

April 20th, 2017|Categories: Estate Planning, Financial Planning|

Business Conflict: Tips for Settling Business Disputes Part 1

A large part of being a successful business owner is knowing how to make deals and facilitate conflict when it arises. When in a dispute over a deal or an agreement that has been made, [...]

April 20th, 2017|Categories: Uncategorized|

Avoid These 5 Common Start-up Legal Mistakes

It seems that everywhere you look, a new start-up is trying to make it big with a game-changing idea. But it’s only the ones that can turn that idea into reality that reach business success. [...]

March 31st, 2017|Categories: Business|

Think Your 401(k) Is Flexible? 6 IRA Benefits Your 401(k) Doesn’t Have

When it comes to retirement plans, IRAs and 401(k)s provide many of the same benefits. But in certain situations, an IRA can outperform a 401(k). IRAs aren’t right for everyone, so you should become familiar [...]

March 23rd, 2017|Categories: Uncategorized|

Don’t Let Your Estate Plan Become Outdated!

“I’m Ensuring Your Estate Plan Stays Up to Date, Giving You Discounts on Future Legal Services, and Guiding You to Create a Real Legacy for Your Family!” There’s a dirty little secret in the estate [...]

March 6th, 2017|Categories: Estate Planning, Recent News|