Susan Ford

If your business is on the path to hiring or already has a team in place, creating an employee handbook is a must. Not only does it ensure that your workforce is well-versed in your company policies, but it protects your business from conflicts and loss in the future.

A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones' future when you can no longer be there. It might seem like life insurance is an easy way to help secure your loved ones’ future – and it is – but your policy must be set up in the right way to have the best possible impact on your family.

Owning a business can be a thrilling adventure and an outlet for your most creative ideas. But behind the scenes of creativity and ambition, there's a practical reality that every business owner faces. To succeed, you need more than ideas and drive—it's about having the right team in place. We’ll explore three critical roles that are essential to your business's success and how the support from these individuals can make all the difference between a business that fails and a business that achieves sustainable growth and progress.

At the core of many successful businesses lies a treasure trove of trade secrets—unique processes, formulas, or strategies that give a company a competitive edge. Whether it's the secret sauce behind your best-selling product or the innovative approach that sets your services apart, trade secrets are invaluable. And, short of trade secrets, even just confidential business information can be gold. But even if you know how valuable your business’s confidential information is, are you taking the appropriate steps to safeguard it? Beyond using physical and digital security tools in your business, there is another tool that can provide a shield for your proprietary data: a Non-Disclosure Agreement (NDA). Today, we explore why your business should consider incorporating NDAs into its operations and how this legal tool can be a crucial asset in protecting your company’s valuable secrets.

In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are in effect, and they could substantially impact your family's financial future. We’ll explain how the new law affects your unused 529 college savings account and what that means for your future savings.

Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. Unfortunately, we all experience grief at one time or another, and knowing how to manage your own grief and how to be there for others who are grieving is an important skill that can improve your life and relationships. Our firm understands that our role extends beyond legal matters. In times of loss, it's crucial to provide comfort and support to those grieving, and when they’re ready, guidance for the steps ahead. In this blog, we explore practical and heartfelt ways to hold space for your loved ones who are mourning.