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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 furry friends aren’t just a pet – they’re a loved and important part of our families. So if you’re thinking about how best to provide for your family after you die or if you become incapacitated, it makes sense for your beloved pet to be a part of the plan. You want your pet to continue to have the kind of love and care you provided during your life, but estate planning for furry friends requires a… View Post
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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 tax deductions. While these are all important components of keeping your business running efficiently and profitably, I want to take this week’s blog to focus on something equally, if not more, important for your business – your legacy as a leader of your business. While building a legacy for you and your business sounds like something that has more to do with what happens way off in the future, the key to establishing a legacy worth passing… View Post
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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 on So You Think You Can Dance and as a producer and frequent guest host on The Ellen Degeneres Show. Boss also co-hosted the TV show Disney’s Fairy Tale Weddings alongside his wife and fellow dancer, Allison Holkers.   Boss and Holkers shared a seemingly extremely happy life together in Los Angeles, California where they were raising their three children, ages 3, 7, and 14. Sadly, on December 13, 2022, Boss died by suicide at the age… View Post
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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 family at risk. From a creative side hustle to a tech startup, owning a business always comes with some level of financial investment and risk, whether you’re purchasing supplies, leasing office space, or hiring help. Without the proper protections in place, any debts, lawsuits, or liabilities your business incurs could be leveraged against your family’s personal assets. And with fifty-five percent of businesses not surviving more than five years, having that protection in place is essential.  Even if… View Post
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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 to read how these three simple mistakes can derail your estate plan and leave your family with an expensive mess. We regularly meet with clients who ask us to review an estate plan that they created online or with an attorney who isn’t experienced with estate planning. You see, these clients usually think they found a faster and cheaper solution to estate planning, but once the plan is signed and done, they’re often left wondering whether this… View Post
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