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Estate Planning

  1. 3 Red Flags To Watch For When Dealing With Problem Clients

    Tags:
    #estateplanning, #leavingalegacy, finances, trusts

    If you’ve ever had clients who were more trouble than they were worth, you know how stressful such toxic relationships can be. Yet, it can be difficult to drop a client, especially if your business is just getting off the ground or cash is tight. That said, when dealing with certain problem client…Read More

  2. Protect Your Home, Family, & Assets From The Growing Threat Of Natural Disasters

    Tags:
    #estateplanning, #leavingalegacy, trusts

    Over just the last two years, we’ve seen historic levels of damage caused by natural disasters in the U.S. From blizzards in Texas and wildfires in California to hurricanes in Louisiana and tornados in the Midwest, few regions of the country are immune to such catastrophes. And based on the latest…Read More

  3. What To Expect From Your Initial Meeting With Us Your Family Wealth Lawyer®

    Tags:
    #estateplanning, #legacytruscounsel, trusts

      Whether you’ve met with an estate planning lawyer before or it’s your first time, it’s important to understand how working with us, your  Family Wealth Lawyer® is different from meeting with a traditional lawyer.    Here we will explain what’s involved with our process, in hopes that …Read More

  4. Updating Your Estate Plan For Divorce: 5 Changes To Make

    Tags:
    #leavingalegacy, #legacytruscounsel, #marriageanddivorce, #trustcounsel

    Even if the process is amicable, divorce can be one of life's most stressful events. With so many major changes taking place, it’s easy to forget to update your estate plan—or simply put it off until it's too late. After all, dealing with yet another lawyer is probably the last thing you want to…Read More

  5. 4 Risk-Management Strategies To Protect Your Business and Personal Assets

    Tags:
    #estateplanning, #leavingalegacy, #legacytrustcounsel, trusts

    No matter what line of business you are in, the reality of being a successful business owner is that you open yourself up to a number of different risks—and the more successful you get, the more risks you face.     Asset-protection planning is intended to reduce or eliminate the risks of being i…Read More

  6. 4 Reasons Why Estate Planning Is So Essential For Business Owners

    Tags:
    #estateplanning, #financeplanning, #leavingalegacy, #legacytrustcounsel

    If you are running a business, it’s easy to give estate planning less priority than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or your goals for growth over the coming quarter, concerns over your potential incapacity or death can seem far l…Read More

  7. 3 Best Practices To Avoid Misclassifying Employees As Independent Contractors

    Tags:
    #estateplannig, #leavingalegacy, finances, trusts

    In the last decade, the rise of the gig economy has fueled an unprecedented increase in the number of independent contractors (ICs) in the U.S. workforce. And that growth has only accelerated in the wake of the pandemic, with more companies relying on remote work arrangements, and many workers laid …Read More

  8. Purchasing Life Insurance For Your Family: What You Need To Know

    Tags:
    #leavingalegacy, #legacytrustcounsel, #lifeinsurance, finances

    Life insurance is a key component of your family’s estate plan, offering those who depend on you for their financial security a safety net in the event of your death. Whether those dependents include your spouse, children, aging parents, business associates, or all of the above, investing in life …Read More

  9. 9 Topics To Cover In Your Employee Handbook

    Tags:
    #estateplanning, #leavingalegacy, #legacytrustcounsel, finances

    If your company has (or plans to have) employees, a well-written employee handbook is an essential communication resource between you and your team. An effective handbook can set expectations for new hires, outline company policies, simplify onboarding, as well as enhance training and enforcement. U…Read More

  10. Don’t Leave Your Children With The Babysitter Until You Read This

    Tags:
    #estateplanning, #legacytrustcounsel, children, parents

    As we head into the third year of the pandemic, we are coming to terms with just how fragile our lives and health really are. If you haven’t gotten sick yourself, it’s almost certain you know someone who has, and many of us even know of one or more individuals who have died in the past two years…Read More

  11. Protect Your Business and Family With a Buy-Sell Agreement

    Tags:
    #leavingalegacy, #legacytrustcounsel, finances, trusts

    Whenever you have a partner or multiple owners in a business, one of the most important—but often overlooked—aspects of the relationship is planning for how it will end. It’s crucial that you come up with a clear exit strategy, and do so at the start of your relationship when things are going …Read More

  12. Is It Time To Rethink Your Company’s Cybersecurity?

    Tags:
    #leavingalegacy, #legacytrustcounsel, #trustwills

    As a small business owner, you may not consider cybersecurity as one of your top priorities, especially if you have a limited online presence. However, that kind of thinking can leave your company seriously vulnerable to hackers and a rapidly increasing number of online threats.   And the threat ag…Read More

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