Articles Posted in Uncategorized

Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability to protect their wishes through an estate plan. We covered: However, as dementia progresses, estate planning must become more proactive and strategic than ever to avoid court and conflict over your…

Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis affects your loved one’s legal decision-making is crucial to ensuring their wishes are honored and that you are providing them with the best possible care. In this blog, we’ll explore…

Business success comes from more than your products or expertise—it also comes from the mission, values, and energy that your business emanates. If this sounds a little “woo woo,” hear me out. When it comes to the professionals we hire or the stores where we shop for personal needs, we tend to prefer to give…

At the core of many successful businesses lies a treasure trove of trade secrets—unique processes, formulas, or strategies that give a company a competitive edge. Whether it’s the secret sauce behind your best-selling product or the innovative approach that sets your services apart, trade secrets are invaluable. And, short of trade secrets, even just confidential…

Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. Unfortunately, we all experience grief at one time or another, and knowing how to manage your own grief and how to be there for others who are grieving is an important skill that can improve…

Owning a business can be a thrilling adventure and an outlet for your most creative ideas. But behind the scenes of creativity and ambition, there’s a practical reality that every business owner faces. To succeed, you need more than ideas and drive—it’s about having the right team in place. In this blog, we explore three…

In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are set to take effect in 2024, and they could substantially impact your family’s financial future. In this blog, we explain how the new law affects…

Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that can be hard to track. If you own a small business or have a Trust that owns a business interest, you’ll need to comply with the Corporate Transparency Act (CTA) come January. Beginning January 1, 2024,…

Beginning January 1, 2024, the Corporate Transparency Act (CTA) will require businesses to file an annual report about their owners and major decision-makers. If you plan to create a new company, your reporting deadline under the CTA could be as soon as 30 days after the date of its creation. The good news is there’s…

Your company’s name is more than just a label; it’s a valuable asset that not only represents your brand but represents the legacy of your work in the world as well. It tells your clients, customers, and community who you are and what your business stands for. Protecting your business name through trademark registration can…