Nov 29, 2022

If you've ever bought or sold real estate, you know that risks and complexities abound. Whether you are investing in real estate or purchasing your own home, there are some simple, straightforward rules of thumb that will help guard you from the most common mistakes that people make in the process.

Our guest is real...

Nov 23, 2022

Family-owned businesses present huge and unique challenges when it comes time to pass the business on. Without a succession plan in place, those challenges can create enormous conflict for families - usually the exact opposite of the founder's intent.

Our guest this week is Steve Caton, Managing Partner at...

Nov 21, 2022

Clients often become their own roadblock to success. Professional advisors and attorneys often have trouble getting clients to do things like finalize their documents, make tough decisions, update old documents, or just set their beneficiary designations. If this sounds familiar, we've got tips for you.

Our guest this...

Nov 18, 2022

How do we dispel the notion that estate planning is a one-time, single-document endeavor? How can we effectively serve clients who have no immediate estate planning drafting need, especially when the billable hour model may discourage the entire process?

Griffin Bridgers is an attorney, educator, and thought leader...

Nov 10, 2022

Do you have a client who's a beneficiary of a trust? Are you or your client a current or future trustee? Are you a fiduciary who's dealt with beneficiaries of all sorts? 

Our guest, Chris Burt, attorney and Shareholder at BoyarMiller, joins us to deliver some great tips on avoiding the pitfalls that lead to conflict in...