25 Mar The Divorce Nightmare: Your Child’s Future Ex-Spouse Could Steal Their Inheritance

Posted at 04:22h in Estate Planning, Wills

The One Thing That Could Wipe Out Your Child’s Inheritance—And How to Stop It You’ve spent a lifetime building wealth, not just for yourself, but to secure your children’s future. You...

24 Mar The Hidden Dangers of Neglecting Estate Planning: Protect Your Family from Court Battles and Infighting

Posted at 23:23h in Estate Planning, Wills

Imagine This Scenario: You've spent decades building a successful business, amassing a substantial net worth. Your primary focus has been providing a comfortable life for your spouse and children. But have...

24 Mar Why Your Business May Be Worth Less Than You Think—And How to Fix It

Posted at 23:17h in Business Planning, Business Succession, Wills

What’s Your Business Worth? What if Buyers Won’t Even Pay Half of That? You’ve spent years building your business—sacrificing weekends, missing family time, and putting in more hours than you thought...

13 Mar Divorce and Remarriage – How Your Children Could Be Disinherited and How to Stop It From Happening

Posted at 16:22h in Estate Planning, Financial Protection, Trusts, Wills

The Estate Planning Mistake That Could Cut Your Kids Out Completely You’ve worked your entire life to build wealth—not just for yourself, but to secure your children’s future. You want your...

04 Oct Remarrying? How to Protect Your Children’s Inheritance

Posted at 10:48h in Business Succession, Financial Protection, Trusts, Wills

Hi Everyone! This past weekend I got together in Dallas with my old college friends for the Texas A&M/Arkansas game. It was great catching up with all of them after many...

21 Aug Should You Put Your Kids on Your Deed?

Posted at 11:34h in Business Planning, Business Succession, Estate Planning, Wills

Trent and Ella were in their late 60s and decided to put their son, Miles, on the deed of their home. They’d paid $500,000 for the property 30 years ago,...

24 Jul Do You Need an Attorney for Your LOI?

Posted at 15:49h in Business Planning, Business Succession, Estate Planning, Trusts, Wills

John, a successful owner of a family-run manufacturing business valued at $20 million, finally decides to sell. After years of hard work and dedication, he receives an attractive offer from...

09 Jul Trusts: Revocable vs. Irrevocable

Posted at 15:41h in Estate Planning, Financial Protection, Trusts, Wills

Spring Lake. Fish Tacos. Asbury Park. Betty’s Icebox. The 4th of July was full of memories! Hope you and your family enjoyed the holiday, too. Let’s get into this week’s topic. “I...

05 Jul Selling Your Business? Make Sure You Avoid Danger After the Sale

Posted at 11:23h in Business Planning, Business Succession, Financial Protection, Wills

Looking to sell your company and be rewarded for your years of hard work? You may be thinking that after you sell your company, you’ll finally be able to relax...

27 Jun Do Sole Owners Need a Buy-Sell Agreement?

Posted at 11:49h in Business Planning, Business Succession, Estate Planning, Financial Protection, Wills

Happy Summer! This weekend we celebrated my nephew, Jack’s, high school graduation(he’s the tall one in the pics). I can still remember visiting him for the first time after he was...