Pairing a Pour-Over Will With Your Trust
Does your estate plan include a trust? If so, you should know about an estate planning tool called a Pour-Over Will which helps ensure that all assets are moved into a Trust after an individual’s death.
Pass It On
“When you succeed, don’t forget the responsibility of making someone else succeed with you.” – Antonia Novello Almost without exception, the opportunities we have ...
Think it Through, Plan it Out
“The nicest thing about not planning is that failure comes as a complete surprise rather than being preceded by a period of worry and ...
Guidance on PPP Loans of $50,000 or Less
In October of 2020, the SBA and Treasury released an Interim Final Rule that makes it significantly easier for businesses with Paycheck Protection Program loans of $50,000 or less to receive forgiveness. Watch now to learn the details.
What Have You Learned This Year?
“In a dark time, the eye begins to see.” – Cavett Robert Very few people would classify the year 2020 as “good”. Constant chaos ...
Who Are You Listening To?
“People often claim to hunger for truth, but seldom like the taste when it’s served up.” – George R. R. Martin Last week in ...
You Get to Decide
“What you do makes a difference, and you have to decide what kind of difference you want to make.” – Jane Goodall I got ...
Do What Needs To Be Done
“Live with fewer things that have greater meaning.” – Dominique Browning One of the constant battles for leaders is how to spend our time ...
Make Something Out of This
“Comfort makes you weaker. We need some variability, some stressors. Not too much, but just enough.” – Nassim Nicholas Taleb One of the comments ...
Happy Labor Day!
“We cannot develop and implement visionary strategies for change in the long-term if we are exhausted and burned out in the short term…” – ...
