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ummil

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Want to Show Your Partner How Much You Love Them? Put Them In Your Will

Want to Show Your Partner How Much You Love Them? Put Them In Your Will

In this blog, we'll explore why adding your partner to your Will and estate plan isn’t just a romantic gesture but the ultimate … View Post
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Elevating Your Small Business: How to Attract Serious Clients Through Professional Branding and Business Structures

Elevating Your Small Business: How to Attract Serious Clients Through Professional Branding and Business Structures

Your clients are the heartbeat of your business, and establishing a deep sense of trust with them is the cornerstone of growth and success. … View Post
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2 Conversations About Money and Death You Need to Have With Your Parents Right Now

2 Conversations About Money and Death You Need to Have With Your Parents Right Now

In this week’s blog, we take the conversation about money and death to a deeper level with your parents and family to truly … View Post
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How Sharpening Your Emotional Intelligence Can Improve Your Business

How Sharpening Your Emotional Intelligence Can Improve Your Business

Emotional intelligence is a key skill needed to attain the business success you desire. Find out why… View Post
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Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way

Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way

Life insurance is an important part of protecting your family, but if you don’t set it up the right way, there’s a … View Post
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Got Intellectual Property? Include It In Your Estate Plan

Got Intellectual Property? Include It In Your Estate Plan

If you create music, own a business, write stories, or build gadgets in your garage, you almost certainly have intellectual property. However, because intellectual … View Post
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You Have IP! Be Sure Not to Lose It … Here’s How

You Have IP! Be Sure Not to Lose It … Here’s How

You don’t have to own a large company to own intellectual property, but because intellectual property is intangible, it’s often overlooked in … View Post
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Paying It Forward: How to Build Your Legacy Through Mentorship

Paying It Forward: How to Build Your Legacy Through Mentorship

As a business owner, it can be easy to see an opportunity to mentor a young professional as a purely charitable experience. But mentorship … View Post
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Help Your Parents Avoid These New Financial Scams – Part 2

Help Your Parents Avoid These New Financial Scams – Part 2

In part one of this series, we explored two popular scams that are targeting older adults this year. In this week’s blog, I’… View Post
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AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You

AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You

AARP and the Red Cross celebrate Make-A-Will Month by encouraging you to make a Will for free online, but what they aren’t sharing … View Post
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Embracing Abundance: Liberating Your Business from Money Dysmorphia and Fear

Embracing Abundance: Liberating Your Business from Money Dysmorphia and Fear

There's an often unspoken challenge that many entrepreneurs face - the distortion of one's perception of money. This week, I’m exploring how your … View Post
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Help Your Parents Avoid These New Financial Scams – Part 1

Help Your Parents Avoid These New Financial Scams – Part 1

In this two-part series, we’ll explore four of the most recent and insidious financial scams that have surfaced, shed light on their tactics, … View Post
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4 Red Flags That Signal It’s Time to Part With a Bad Client

4 Red Flags That Signal It’s Time to Part With a Bad Client

To grow your business and increase efficiency, it's crucial to acknowledge that not every client is an ideal fit for your business. If any … View Post
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Can You Rely on Legal Insurance for Your Estate Plan?

Can You Rely on Legal Insurance for Your Estate Plan?

Group legal insurance might seem like a good way to save on your estate planning needs, but will a plan created through legal insurance … View Post
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Can You Use Your Employer’s Group Legal Insurance for Your Startup’s Legal Needs?

Can You Use Your Employer’s Group Legal Insurance for Your Startup’s Legal Needs?

If you’re looking to turn your side hustle into your full-time career, you might be wondering if you can use your current employer’… View Post
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Don’t Send Your Kids Back to School Without These Documents

Don’t Send Your Kids Back to School Without These Documents

As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating legal guardians … View Post
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Is Your Business Making Any of These Simple Employment Mistakes?

Is Your Business Making Any of These Simple Employment Mistakes?

To make sure your business is compliant with employment laws and that your team members are happy and focused, make sure you aren’t … View Post
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Building Client Connection and Trust Through Your Legal Agreements

Building Client Connection and Trust Through Your Legal Agreements

In this week’s blog, we’ll explain ways your legal agreements may cause you to lose business and how we can set up … View Post
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10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2

Last week, we started to explore 10 life changes that might affect your estate plan. This week, we’re covering five more life events that … View Post
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Should I Operate as a Sole Proprietor or a Corporation?

Should I Operate as a Sole Proprietor or a Corporation?

If you’re wondering how your selected business entity affects your taxes and income, it’s a good idea to consider converting your business … View Post
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