Would Your Business Pass Our 20-Point LIFT Business Assessment?

As a business owner, it’s crucial to regularly assess and improve various aspects of your business to ensure its long-term success and protect your assets. But most entrepreneurs

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Paying It Forward: How to Build Your Legacy Through Mentorship

As a business owner, it can be easy to see an opportunity to mentor a young professional as a purely charitable experience. But mentorship can play a pivotal

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Why Everyone Needs to Keep Their Estate Plan Updated

As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents, such

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Key Milestones For Planning Your Retirement

The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your

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10 Things You Should Know About Living Wills

When it comes to estate planning, you’ve most likely heard people mention a couple of different types of wills. The most common is a “last will and testament,”

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Estate Planning 101: Wills and Trusts

Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While both documents are legal vehicles

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6 Things You Should NOT Include In Your Will

A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitable option for most people, just about every

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