Articles Posted in Uncategorized

Year-End Tax Planning Starts Now: 8 Things to Do Now to Lower Your 2023 Taxes – Part 1
The Lineage & Legacy Law Firm, PLLC Team

It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it’s the perfect time to take a closer look at your financial situation and make some strategic moves that can help you minimize your tax liability come April. Year-end tax planning isn’t something you do…

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Mastering Time Management: 4 Effective Strategies for Busy Entrepreneurs – Part 2
The Lineage & Legacy Law Firm, PLLC Team

If you’re like many business owners, you probably feel like there isn’t enough time in the day for everything you need to do, let alone everything else you’d  like  to do. But it doesn’t need to be that way. Last week I explored how to use time blocking and task management tools to better manage…

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Mastering Time Management: 4 Effective Strategies for Busy Entrepreneurs – Part 1
The Lineage & Legacy Law Firm, PLLC Team

Time is your most valuable resource, and how you manage it can significantly impact the success of your business and your personal well-being. But finding effective ways to organize your schedule and manage your team can feel like a time-consuming task in itself. If you feel overwhelmed by your calendar or like there is no…

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Got Minor Kids? 3 Instances When Your Estate Plan Must Include a Kids Protection Plan®
The Lineage & Legacy Law Firm, PLLC Team

As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already done it. If you haven’t yet, take this as the sign that now’s the time to do it, in case the unthinkable happens to you. Here’s…

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Understanding Business Interruption Insurance
The Lineage & Legacy Law Firm, PLLC Team

As a business owner, you may be familiar with the need for liability insurance to protect yourself and your business from lawsuits caused by injuries or accidents. But how do you protect your business’s income from outside forces that affect your productivity, supply, and revenue? Picture this: You’ve built your dream business from the ground…

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From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2
The Lineage & Legacy Law Firm, PLLC Team

Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as updating your address if your marriage includes a move, changing your tax filing status with your employer, and adding your new spouse to your bank and credit card accounts.…

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From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1
The Lineage & Legacy Law Firm, PLLC Team

Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move as a married couple – creating an estate plan. With all the joy and happiness a new marriage brings, planning for your potential incapacity and future death may…

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Would Your Business Pass Our 20-Point Lift Business Assessment?
The Lineage & Legacy Law Firm, PLLC Team

As a business owner, it’s crucial to regularly assess and improve various aspects of your business to ensure its long-term success and protect your assets. But most entrepreneurs struggle to find the time to review their systems and most don’t know where to even start or what to do with the information they find when…

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Got Intellectual Property? Include It in Your Estate Plan
The Lineage & Legacy Law Firm, PLLC Team

You don’t have to be a famous producer or household name to own intellectual property. If you create music, own a business, write stories, or build gadgets in your garage, you almost certainly have intellectual property. However, because intellectual property is intangible, it’s often overlooked in estate planning. And if you do have intellectual property,…

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