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Posts
- Legal Steps to Take When Facing a Dementia Diagnosis
- If You Don’t Trust Your Kids with Money, You Need a Trust
- Episode #15: Retirement Constants That Affect Everyone
- 4 Vital Legal Agreements All Startups Should Have in Place
- 7 Things To Think About Before Making Gifts to Grandchildren
- Safeguard Your Children’s Inheritance With a Lifetime Asset Protection Trust
- Episode #14: Why Are You Making Excuses For Sticking With The Wrong Advisor?
- The Real Cost To Your Family of Failed Estate Planning: Not Updating Your Plan
- Underwear, Neckties, and Broadway Ticket Sales: Are These Non-Market Signals Of The Next Recession?
- Episode #13: 3rd And 4th Quarter Planning To-Do List
- The Tax Benefits of Limited Liability Companies
- When Diversification Means You Don’t Know What You’re Doing
- Episode #12: Protecting Business Assets
- Protect Your Family From Wealth’s Dark Side With a Lifetime Asset Protection Trust
- Episode #11: How The Proposed SECURE Act Might Damage Your Legacy
- Navigating State Laws Governing Business Names
- 3 Warning Signs of a Financial Scam
- Episode #10: What Popular Proverbs Teach Us About Money
- The Real Cost To Your Family: Relying On A Will Alone
- If You Build It, You Best Protect It
- What Small Business Owners Should Know About Embezzlement
- Episode #9: Tips & Tools for Meaningful Legacy Planning
- Think Your Corporation or LLC Totally Protects You From Personal Liability? Think Again
- Episode #8: Don’t Utter These Famous Last Words
- Got a ‘Blended Family’? Learn From Tom Petty’s Mistakes: His Daughters and Widow Are Now Locked In Bitter Battle Over His Estate
- The Real Cost To Your Family: Not Planning For Incapacity
- Episode #7: Summer Vacation
- Episode #6: Lessons From Celebrity Estate Planning Mistakes
- Strategic Tax Planning vs. Tax Avoidance & Tax Evasion
- How to Use Estate Planning Strategies to Transfer Business Interests
- Episode #5: The Proper Steps To Name Legal Guardians For Your Children
- Why Inheriting in Trust is a Must
- Episode #4: Icebreakers: Best Ways To Kickstart The Retirement Conversation
- How to Talk to a Loved One About Estate Planning
- Episode #3: The 5 Most Common “Pain Points” In Your Financial Life
- 3 Ways a Lack of Estate Planning Can Cripple Your Company
- Episode #2: Unique Estate Planning Needs For Farmers & Ranchers
- Why You Need to Update Your Estate Plan After These Life Events
- Episode #1: Retirement & Legal Planning – When DIY Works (And When It Doesn’t)
- Use Estate Planning to Ensure Your Family Isn’t Stuck Paying For Your Funeral
- Coming Soon – An Introduction To The “Smart, Simple Wealth” Podcast
- How to Avoid Sending Your Loved Ones (and Assets) through Probate
- The Grave Risks of Using DIY Legal Documents
- Nosey Neighbor Nellie Can Find Out About Your Probate. Really.
- Keep the Government and Lawyers Away From Your Children’s Inheritance
- 4 Legal Landmines to Avoid When Launching a Business
- 3 Deadly Sins of Retirement Planning
- What Happens to Your Company’s Facebook Page When You Die?
- Use Estate Planning to Enrich Your Family With More Than Just Material Wealth
- New Tax Savings Available Using Section 179 and Bonus Depreciation
- Who Should Khloé Kardashian Choose as Legal Guardian For Her Child—One Instance Where ‘Keeping Up With the Kardashians’ Might Be A Good Idea
- What Happens to Your Facebook Account When You Die?
- The Tax Benefits of Limited Liability Companies
- Can Bankruptcy Save Your Business?
- Do Your Homework to Ensure Your Kids Are Properly Cared For No Matter What Happens
- The Ins and Outs of Collecting Life Insurance Policy Proceeds
- Gain Instant Recognition, Respect, and Reputation With a Killer Logo
- Three Critical But Often-Overlooked Metrics Businesses Should Track
- 3 Unparalleled Advantages of Family-Owned Businesses
- Three Estate Planning Mistakes Farmers and Ranchers Make and How to Avoid Them
- 6 Steps to Select and Name the Right Guardians for Your Children—Part 2
- 6 Steps to Select and Name the Right Guardians for Your Children—Part 1
- How Much Do You Charge For a Will/Trust?
- Tax Benefits of Buying a Second Home
- 5 Essential Tips for Starting Your Own Business
- How to Deduct $5,250 of Your Adult Child’s College Tuition as a Business Expense
- Learning From Celebrity Estate Planning Mistakes
- How Will the New Tax Law Affect Your Family?
- What Will the New Tax Law Mean for Your Business?
- The Top Stressors of Business Ownership and How to Manage Them (Without Freaking Out)
- 4 Key Elements Of a Small Business Owner’s Estate Plan
- How “Shopping Around” for An Estate Plan Could Leave Your Family With an Expensive, Unintended Mess
- Business Owners May See Potential Windfall From New Tax Bill
- Taking That Leap: How Emotional Intelligence Can Create Business Success
- The Downsizing Generation: How to Handle a Surplus of Stuff When a Loved One Ages
- Weathering the Storm: How Families Can Plan for Natural Disasters
- The Pitfalls of DIY Wills
- Easy Mistakes to Avoid When Passing Assets to Your Child
