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ummil

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10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1

Common life events can drastically affect your estate plan and even cause your plan not to work in the way you intended. If any … View Post
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What the Debt Ceiling Extension Means for Small Business Owners

What the Debt Ceiling Extension Means for Small Business Owners

What exactly is the national debt ceiling and what does it mean for you and your business? This week, we’re covering ways the … View Post
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What the National Debt Ceiling Extension Means for Your Family

What the National Debt Ceiling Extension Means for Your Family

While it may seem like a distant matter, the national debt ceiling extension can have a significant impact on your family's financial well-being and … View Post
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Master the Art of Hiring: Interview Techniques to Find Team Members That Last – Part 2

Master the Art of Hiring: Interview Techniques to Find Team Members That Last – Part 2

Last week, we looked at three interview techniques to find the right people for your company. This week, I’m covering more unique hiring … View Post
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Awakened Planning: How to Talk About Estate Planning at Your Family Reunion

Awakened Planning: How to Talk About Estate Planning at Your Family Reunion

July is National Family Reunion Month. If you’re getting together with family this month, it’s also a perfect time to talk to … View Post
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Master the Art of Hiring: Interview Techniques to Find Team Members That Last – Part 1

Master the Art of Hiring: Interview Techniques to Find Team Members That Last – Part 1

If you’re looking to expand your business or free up your time, the best thing you can do is hire help. But hiring … View Post
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Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

Did you forget any of these critical financial steps when you created a Trust? Be sure to read this week’s blog to learn … View Post
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Passing the Torch: How to Inspire Your Kids to Take Over the Family Business

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, … View Post
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Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway

Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway

Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you set off on your adventure, it's … View Post
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Small Businesses Will Need to Report Under New Corporate Transparency Act

Small Businesses Will Need to Report Under New Corporate Transparency Act

Beginning January 1, 2024, the Corporate Transparency Act will require small businesses to file an annual report on the majority owners of the business, and failing … View Post
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Have a Trust? How the Corporate Transparency Act Affects You

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 … View Post
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5 Types of Insurance No Business Owner Should Go Without – Part 2

5 Types of Insurance No Business Owner Should Go Without – Part 2

While buying insurance coverage may seem low on your to-do list, making sure you and your business are protected from lawsuits is one of … View Post
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The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2

The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2

Cookie-cutter plans just don’t cut it for LGBTQIA+ families. This week, we’re exploring two more reasons why it’s essential for LGBTQ+ … View Post
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5 Types of Insurance No Business Owner Should Go Without – Part 1

5 Types of Insurance No Business Owner Should Go Without – Part 1

Insurance is a powerful tool that can provide you with peace of mind and safeguard the hard work you’ve put into your business. … View Post
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The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 1

The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 1

While the legalization of same-gender marriage and increased recognition of LGBTQ+ families has made LGBTQ+ rights more visible than ever before, there is still … View Post
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3 Ways to Manage Workplace Conflict

3 Ways to Manage Workplace Conflict

If left unchecked, minor workplace disputes can escalate into major conflicts that can significantly affect the morale and productivity of your entire company. Therefore, … View Post
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Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview

Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview

May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. … View Post
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How to Love Your Business Again

How to Love Your Business Again

Owning a business is always a labor of love, and you may naturally be more emotionally invested in your business and work longer days … View Post
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Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice

Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice

If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. At this … View Post
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How to Leverage Debt to Grow Your Business

How to Leverage Debt to Grow Your Business

For many entrepreneurs, the idea of taking on debt can feel counterproductive and even taboo. After all, debt means owing someone money rather than … View Post
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