Blog

The Best Gift You Can Give Your Loved Ones

The Gift of Meaningful Conversations: Starting Your TrueWealthSM Legacy During the Holidays  The...
should i put my llc in a trust

Should I Put My LLC in a Trust? Pros & Cons

If you’re a business owner with an LLC, you’ve likely put a lot of thought and effort...
Gift Rental Property to Your Child

How to Strategically Gift Rental Property to Your Child

Are you considering gifting a rental property to your child? Transferring ownership of real estate...
Lessons from an Inspiring Journey

The Truth About Hope: Lessons from an Inspiring Journey

Catherine Hammond on the Building the Biz Podcast. Listen now to: Discover a perspective on...
Wrapping Up a Loved Ones Estate

LPP Workshop – Letters of Intent

Guide Them Through Your Legacy: How to Write a Letter of Intent January 16th, 2025 – 4 pm A...
business succession planning

How Business Succession Planning Fits into Your Estate Plan

As a business owner, you’ve poured your heart into building your company. But have you...
wealth preservation strategies

10 Proven Wealth Preservation Strategies to Secure Your Financial Future

When it comes to building wealth, most people focus on the accumulation phase. They work hard,...
How to pass on your car collectioN

How to Pass on Your Car Collection through Estate Planning

You’ve spent years curating your classic car collection, handpicking each vehicle for its...
charitable giving strategies

How the Rich Stay Rich Through Strategic Charitable Giving Strategies

If there’s one thing the rich understand, it’s how to maintain and grow their wealth...