Everyone’s buzzing about “The Great Wealth Transfer”—a jaw-dropping $84 trillion projected to change hands between generations over the next 20 years. Sounds like champagne and private islands, right? Not so fast. Here’s the catch: most Americans still don’t have an estate plan. That means a giant chunk of that money could vanish into legal fees,…
When Lisa opened her boutique marketing firm, she never imagined being sued. But after an unexpected contract dispute, she faced a potential lawsuit that threatened her personal assets. Like many entrepreneurs, Lisa hadn’t taken the right steps to shield herself financially. If you’re a business owner, asset protection isn’t just for the ultra-wealthy—it’s essential for…
David had built a thriving accounting firm over 40 years. He assumed his son, Ryan, would naturally take over when he retired. They had a few casual conversations about it, but nothing was in writing. When David unexpectedly passed away, Ryan found himself in a legal and financial nightmare—disputes with his father’s business partner, IRS…
When Jake started his construction company 25 years ago, estate planning was the last thing on his mind. He focused on building his business, hiring the right people, and securing contracts. But as his company grew, so did his responsibilities—not just to his family but to his employees, partners, and clients. It wasn’t until a…
