In Part 02 of our End-of-Life Planning series, we dive into two crucial areas that often get overlooked. Learn how these important components fit into your comprehensive end-of-life plan, giving you peace of mind knowing your family and legacy are protected.

Explore the critical steps you need to take to prepare for the inevitable. This post breaks down the essentials of end-of-life planning, offering guidance on how to protect your legacy, provide for your loved ones, and ensure your business is properly managed in the event of your passing. Start building a solid foundation for your future with these practical, must-do steps.

Wouldn’t it be nice if there was a simple enough way to calmly provide your accountant with a clear and comprehensive set of financial records by mid-January instead of scrambling to gather the information at the last minute (or never)? Join us as we explore the practical steps toward a seamless preparation process so you can navigate tax time with the confidence of a captain steering a ship through calm waters.

If you’ve been in business for any length of time, you’ve likely heard the advice to “work in the business, not on the business,” but what does that really mean? This post delves deep into the topic to answer that very question, explains why it’s important, and, most importantly, how to do it!