Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect in December, now makes it possible for grandparents to do even more to help finance their grandchild’s education.

As we welcome the New Year, filled with hope and resolutions for a brighter future, one commitment should be at the top of your list– creating a Kids Protection Plan™. It can be hard to think about a future where you couldn’t be there for your children, but having a plan in place will ensure that your kids stay in the care of the people they know and love in the event you become incapacitated or die (instead of their care decisions being left up to chance or whichever judge is overseeing the family court at the time).

As we start a new year, it's the perfect time to reflect on your business journey and set the stage for success this year. What components of your business worked the best? Which areas need focus or improvement? Are there areas of your business that have been neglected? (Don’t worry, we’ve all been there).

Your business is bustling, the phone is ringing, and orders are flying. Congratulations on getting your company this far! But if you find yourself “living” at your business to keep up with its demands and are sacrificing your health and happiness to keep your business afloat, it’s time to hire some help.

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:

What it means to have mental capacity or be incapacitated

How dementia affects capacity for estate planning purposes

The essential estate planning tools a person with dementia needs to create right away

Business success comes from more than your products or expertise—it also comes from the mission, values, and energy that your business emanates.

When it comes to the professionals we hire or the stores where we shop for personal needs, we tend to prefer to give our time, money, and business to companies and people who make us feel good. Whether it’s our hairstylist or our grocery store, we prefer to do business with people and places that feel inherently “right” to us, and there’s an energetic reason for what feels “right” and what doesn’t.

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 the importance of estate planning, even after a dementia diagnosis, as the best method to ensure the wishes and rights of your loved one are protected.

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 business information can be gold.

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 your life and relationships.

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 in effect, and they could substantially impact your family's financial future.

We’ll explain how the new law affects your unused 529 college savings account and what that means for your future savings.