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Digital Assets in the Digital Era

August 19, 2022

What happens to all of our accounts and files when we become incapacitated or pass away? Will our spouses and children have access to them? Where will they find our usernames and passwords? Who can take down our Facebook and LinkedIn pages, or would we prefer that they continue for posterity? And if we’ve saved photos, videos and other files on the cloud, who should have access to them and how long should they stay out there?

How to Protect Your Family’s Financial Risk

October 20, 2021

Also called “Continuity Planning” our goal it to reduce any long-term risk for our businesses and family investments.  Businesses should also consider business succession plans (what happens if the unthinkable happens) or simply planning for retirement as well.

Seniors Starting Businesses for their Contemporaries

October 29, 2020

Many entrepreneurs are successfully navigating new opportunities in serving their own peers.

Specifically, the article discusses the new career of “Patient Advocates” for the Elderly who are helping the adult or “sandwich generation” children navigate the complex and, sometimes horrific, medical system.

How does an LLC Really Work?

September 11, 2020

The limited liability company (LLC) is a popular business structure for new businesses, but what does it really mean to own an LLC? It can provide unique opportunities to customize business ownership to fit your specific needs and circumstances. Here is what you should know about LLC ownership.

ASSET PROTECTION

July 10, 2020

Business owners and entrepreneurs must use asset protection strategies to minimize risk to personal assets from creditor’s claims and litigation. Here a a few strategies to use to protect your assets!

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Download the free 17 page version by filling out our form below. For a more detailed planning tool, the full 80-page My Life & Legacy Organizer is available for purchase on Amazon.

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