Today’s Must-Heed Business Call: ‘Innovate or Die’

Today’s Must-Heed Business Call: ‘Innovate or Die’

When I was a kid, the phrase “skate or die” was popular in my circle of friends. (I may or may not have etched this slogan into my Trapper Keeper among the logos of my favorite hard rock bands.) But in today’s fast-paced business environment, former skate-punks-turned-CEOs are finding the notion of “innovate or die” … Continued

How to Manage a Loved One’s Account After Death

The other day, I was visiting with an old friend whose husband had died a year ago. She was expressing her frustration with several companies about the challenges they presented as she attempted to access, modify, or close her spouse’s accounts. While the couple’s will clearly named her as a beneficiary and executor of his … Continued

Immigration and Business Go Hand-in-Hand

Immigration is a hot-button topic these days and has been for more than a decade now. Of course, in the United States, the issue of immigration – or more specifically, illegal immigration – rises to the forefront of the national conversation every generation or so. As Americans, we’ve had a long, tumultuous relationship with immigration, … Continued

Divorce Can Present Challenges for Estate Plans, Business

Most of us grew up believing every marriage in the U.S. had a 50-50 chance of succeeding. Truth is, divorce rates have been falling since 1980, and more marriages are lasting longer than generations before. In Dallas County, the number of divorces has decreased from about 6.7 for every 1,000 marriages to 4.5 for every … Continued

Living Longer Might Mean Less Money for Estate Plans

Let’s talk about the future for a moment. No, not the upcoming mid-term elections, worthwhile stock investments, or who will win next year’s Super Bowl. Let’s talk about your future and some of the things you need to consider as you move into retirement and the latter stages of your life. Did you know we’re … Continued