Five Common Estate Planning Mistakes and How to Avoid Them

Five Common Estate Planning Mistakes and How to Avoid Them

Since estate planning involves thinking about death, many people put it off until their senior years or simply ignore it all together until it becomes too late. This kind of unwillingness to face reality can create a major hardship, expense, and mess for the loved ones and assets you leave behind.

While not having any estate plan is the biggest blunder you can make, even those who do create a plan can run into trouble if they don’t understand exactly how estate plans function. 

Here are some of the most common mistakes people make with estate planning:

Five Tips for Securing and Protecting Your Clients’ Data

Five Tips for Securing and Protecting Your Clients’ Data

All businesses big and small are responsible for protecting the personal and corporate data of their client base. This data can include everything from names and addresses to Social Security numbers and credit card account information.

It’s not only good business sense to safeguard your customer data—it’s also a legal requirement. The Fair Credit Reporting Act (FCRA) imposes stiff fines and other penalties for failing to adequately protect this information. To keep your client data safe and ensure your company is not sued, fined, or tarnished by a data breach, follow these helpful tips. 

What to Expect From (and How to Prepare For) an Initial Estate Planning Meeting With Your Friendly Local Lawyer

What to Expect From (and How to Prepare For) an Initial Estate Planning Meeting With Your Friendly Local Lawyer

Whether you’ve met with an estate planning attorney before or it’s your first time, it’s important to understand how working with your Friendly Local Lawyer is different than meeting with a traditional lawyer. 

This article will explain what’s involved with such a consultation, and it may even inspire you to meet with us to get your estate planning started or updated. If you do decide to meet with us, I’ll share instructions on how you can do that, plus include a free offer at the end of this article to give you extra motivation to check us out.

The Top Stressors of Business Ownership and How to Manage Them (Without Freaking Out)

The Top Stressors of Business Ownership and How to Manage Them (Without Freaking Out)

There are many reasons people decide to start their own business: to be your own boss, set your own hours, control the people and projects you work with. Yet the reality of business ownership isn’t quite as rosy—it’s one of the most stressful endeavors you’ll ever undertake. 

While running your own company will inevitably have its maddening moments, some of the biggest stressors can be successfully managed if you know how to approach them. Here are three of the most unnerving parts of owning any business and how to handle them like a champ...

Four Warning Signs Your Elderly Relative May Be the Victim of Financial Abuse

Four Warning Signs Your Elderly Relative May Be the Victim of Financial Abuse

Some of the most disturbing crimes against the elderly involve financial exploitation. While physical abuse is often easy to spot, financial abuse can be more difficult to detect, as victims often have no idea they’re being swindled until their money suddenly vanishes.

Most victims are more than 70 or 80 years old, and involve crimes like fraud, embezzlement, identity theft, along with welfare and insurance scams. If you’re caring for an elderly loved one, be on the lookout for the following red flags of financial abuse...