Every workplace has a unique culture established by its leaders and cultivated over time through the interactions of its employees. To build a place where people enjoy working, it is important to inspire and encourage growth. Check out the twelve key indicators of a healthy work culture to get you started in the right direction...
Through Next Level Peer Group with Family Legacy Alliance, you’ll discover what other attorneys are doing to expand and grow their practices, learn new ways to innovate and navigate challenges, and support others who may have similar experiences.
It can be hard to get clients motivated about estate planning. However, as their advisor, you know that clients want to make sure their loved ones are protected and are set to receive any inheritance without issues —
Estate planning is not just about what happens to your stuff when you die. It is about coordinating your life so that you [...]
Curious about the path to mindfulness and how it can benefit you? Listen in as Michael discusses his journey to a mindfulness practice, and how he became a mindfulness coach.
The past few years have certainly been challenging from the standpoint of planning for taxes. Because of this, many feel that they should [...]
Roth Conversions. The question is, ‘Should you do it?’ That demands a typical lawyer’s answer…..It depends. Why is the Roth so attractive? The [...]
Michael recently sat down to speak with Daniel Slone of Legacy Arts Magazine to discuss some common misconceptions about attorneys, estate planning and more. Find out how financial and legal professionals can better address family dynamics through a new, more collaborative process.
Michael’s personal journey helped shape his thoughts on protecting family legacy. That's why he is diligent about capturing family stories through audio and video recordings like this one.
Listen in as Michael shares strategies for Creating Legacies of Significance with the team and members of the Purposeful Planning Institute. The program discusses a different paradigm for the transfer of wealth meant to enhance family relationships.