Latest News

The attorneys who achieve steady growth are diversifying their revenue streams. Rather than relying exclusively on document preparation, they implement strategies that create consistency, improve client relationships, and provide a significant advantage in a competitive market.

This article explores the necessary evolution of the estate planning profession. We will examine the risks of fragmented advice and introduce a conceptual model for delivering coordinated, comprehensive guidance that secures client legacies.

The majority of business owners are carrying serious planning gaps that no advisor has ever helped them identify. Not because they don't care, but because nobody has asked the right questions.

When the One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025, it didn’t just change tax brackets and deductions — it reshaped the landscape for estate and long-term financial planning. Here are 7 estate and financial planning opportunities for 2026 under the One Big Beautiful Bill Act (OBBBA):

For attorneys aiming to scale their practice beyond the $100K revenue mark, standing out requires more than just legal expertise. This article outlines seven key advantages your estate planning firm can leverage to enhance its market position, stabilize revenue, and build a more resilient business in 2026 and beyond.

Private insurance structures, often called captive or reinsurance companies, allow entrepreneurs to self-insure risks while simultaneously creating a new pool of capital.

In this article, we'll outline why this integration is critical and how overlooking it can impact your revenue, reputation, and ability to compete in a changing market.

In Episode 48 of the March to a Million podcast, host Greg DuPont interviews Reagan Allen to explore a sophisticated benefits strategy that provides measurable financial advantages to both employers and employees.

Defined benefit plans offer a highly flexible and powerful solution, allowing business owners to put away hundreds of thousands of dollars

Greg DuPont dives into high-impact strategies for business owners with special guest David Foster.

The CTA imposes serious criminal penalties upon the beneficial owners for non-compliance