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ummil

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Why “Just a Will” Is Never Enough

Why “Just a Will” Is Never Enough

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me … View Post
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Embrace the Future: 5 Ways to Use AI for Your Small Business – Part 2

Embrace the Future: 5 Ways to Use AI for Your Small Business – Part 2

Last week, we explored two real-world ways you can use an AI language model to improve your small business from building efficiency to marketing … View Post
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Create a Stronger Blended Family Through Estate Planning

Create a Stronger Blended Family Through Estate Planning

If you have a blended family, estate planning is critical if you want your loved ones to avoid court and conflict in the event … View Post
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Embrace the Future: 5 Ways to Use AI for Your Small Business – Part 1

Embrace the Future: 5 Ways to Use AI for Your Small Business – Part 1

As a small business owner, you wear a lot of hats and probably work a lot of hours to get it all done… and … View Post
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4 Ways to Use AI to Make Life Easier for You and Your Family

4 Ways to Use AI to Make Life Easier for You and Your Family

AI technology is here, but don’t worry, you don’t need to be a techie to make AI work for you (or fear … View Post
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The Small Business Partner You Didn’t Know You Wanted: Comprehensive Legal Support that Won’t Break the Bank 

The Small Business Partner You Didn’t Know You Wanted: Comprehensive Legal Support that Won’t Break the Bank 

As a small business owner, you may feel as if you’re facing the world alone at times. Unlike a large company would, I’… View Post
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Leaving Your Pet in Your Will Won’t Protect Them – Do This Instead

Leaving Your Pet in Your Will Won’t Protect Them – Do This Instead

If you’re a pet owner, you know the special bond that exists between you and your pets, and to many pet owners, our … View Post
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Leading Your Business with Heart

Leading Your Business with Heart

You’ve likely read dozens of articles on how to manage your business, what payroll service to use, and how to take advantage of … View Post
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Stephen “tWitch” Boss Dies Without a Will

Stephen “tWitch” Boss Dies Without a Will

Stephen Laurel Boss, also known as “tWitch,” was an American DJ, hip-hop dancer, choreographer, television producer, and actor whose personality lit up the stage … View Post
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Shielding Your Personal Assets: How to Create an LLC

Shielding Your Personal Assets: How to Create an LLC

If you’re a business owner and have been operating your business as a Sole Proprietor, you’re leaving the personal assets of your … View Post
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3 Simple Mistakes That Can Derail Your Estate Plan

3 Simple Mistakes That Can Derail Your Estate Plan

If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure … View Post
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4 Reasons Why Estate Planning Is Critical For Business Owners

4 Reasons Why Estate Planning Is Critical For Business Owners

If you are running a business, it’s easy to prioritize estate planning less than your other business matters. After all, if you’re … View Post
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Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs

Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs

I know discussing topics like death, incapacity, and other potentially frightening life events, with someone like me,  an estate planning lawyer, may feel intimidating … View Post
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Why Every Business Owner Should Consider A Trust

Why Every Business Owner Should Consider A Trust

Trusts are often underused or misused tools for business owners, as they can provide a range of tax, asset protection, and succession planning benefits, … View Post
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Estate Planning Before You Travel: Why It’s Critically Important

Estate Planning Before You Travel: Why It’s Critically Important

Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or friend’s  company. But … View Post
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10 Small Business Bookkeeping Mistakes

10 Small Business Bookkeeping Mistakes

Keeping your finances in order is crucial for the success of your business. Even if you’re running a small operation, bookkeeping is a … View Post
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Why Everyone Needs to Keep Their Estate Plan Updated

Why Everyone Needs to Keep Their Estate Plan Updated

As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a … View Post
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Protecting Your Privacy: Understanding Nominee Services for Business Owners

Protecting Your Privacy: Understanding Nominee Services for Business Owners

As a business owner, you may want to keep your personal information private and out of the public record. Luckily, if you want to … View Post
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Obtaining A Power Of Attorney For Elderly Parents

Obtaining A Power Of Attorney For Elderly Parents

Making important decisions for aging parents can be a challenging task, but power of attorney (POA) can provide peace of mind and clarity in … View Post
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Understanding The Difference Between A Cash Flow Statement And A Profit And Loss Statement

Understanding The Difference Between A Cash Flow Statement And A Profit And Loss Statement

To run a business successfully, it is necessary to create various financial documents, including cash flow and profit and loss (P&L) statements. … View Post
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