Updates In Our World

Get the inside scoop on what’s going on in our world, as well as some tips and tricks for handling situations across some of our focus areas.

Could an IRA Trust Benefit Your Family?

Could an IRA Trust Benefit Your Family?

Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death, your IRA will pass directly to the people you named via your IRA beneficiary designation form. Unless you take extra steps, the named...

Overlooking This Basic Part of Your Estate Plan Can Be Tragic

Overlooking This Basic Part of Your Estate Plan Can Be Tragic

The recent death of the CEO of QuadrigaCX, a major cryptocurrency exchange in Canada, demonstrates a basic, yet often-overlooked, tenet of effective estate planning: In the event of your incapacity or death, if your heirs don’t know how to find or access your assets,...

3 Ways A Lack of Estate Planning Can Cripple Your Company

3 Ways A Lack of Estate Planning Can Cripple Your Company

When running a business, it’s easy to give estate planning less priority than other matters. After all, if you’re facing challenges meeting next month’s payroll or your growth path over the immediate term,  concerns over your potential incapacity or death can seem far...

Reclaim Your Role as Your Child’s Primary Influence—Part 2

Reclaim Your Role as Your Child’s Primary Influence—Part 2

In the first part of this series, we discussed how today’s children are increasingly influenced more by their peers than their parents. In today’s society, the once-unbreakable bond between parent and child is being increasingly eroded. This disconnect is wreaking...

The Tax Benefits of Hiring Your Children Just Got Better

The Tax Benefits of Hiring Your Children Just Got Better

Hiring your minor children to work in the family business is a great way to help them develop a solid work ethic, teach them money-management skills, and fund their savings for the future. But employing your children also comes with a number of valuable tax benefits...

Reclaim Your Role as Your Child’s Primary Influence—Part 1

Reclaim Your Role as Your Child’s Primary Influence—Part 1

Have you ever felt that the unbreakable bond you once had with your children is seriously eroding? It can feel as if the very foundation of your relationship is falling apart. It may feel like you can no longer communicate with your kids. No matter how hard you try,...

The Grave Risks of Using DIY Legal Documents

The Grave Risks of Using DIY Legal Documents

Need instructions for replacing your car’s spark plugs? Want to learn HTML? Looking to find the route home with the least traffic? You can find all of that—and just about anything else—with a quick Google search. Indeed, the amount of information you can gain from the...

Don’t Let Your Elderly Parents Become Victims of the Grandparent Scam

Don’t Let Your Elderly Parents Become Victims of the Grandparent Scam

Imagine this… You are an elderly grandparent who lives alone. You get a call in the middle of the night from your college-aged granddaughter. She’s frantic and crying, telling you she was mistakenly arrested while vacationing in Cancun. She says she needs you to pay...

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