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The Advocate's Blog

Is It Time to Schedule Your Annual Planning Retreat?

Posted by Gregory Robinson | Apr 11, 2025 | 0 Comments

Boost Your Productivity, Set Intentional Goals, and Prioritize Estate Planning Do you often feel overwhelmed or stuck in the hustle of daily responsibilities? You're not alone. In today's fast-paced world, it's easy to stay busy without making real progress toward your personal, professional, or...

AB Trusts – Do You Need to Get Rid of Yours?

Posted by Gregory Robinson | Mar 21, 2025 | 0 Comments

Is Your AB Trust Outdated? Here's What You Need to Know If you and your spouse created an estate plan before 2011, you may have an AB trust structure in place. While this was once a smart estate tax strategy, changes in tax laws have made AB trusts unnecessary—or even harmful—for many families. ...

3 Powerful Asset Protection Tips You Can Use Now

Posted by Gregory Robinson | Mar 15, 2025 | 0 Comments

Why You Need an Asset Protection Plan—Before It's Too Late Think asset protection planning is just for the ultra-wealthy? Think again. Anyone can be sued—whether from a car accident, medical debt, foreclosure, or a tenant's injury. Without the right legal structures, your hard-earned assets coul...

Your Business Succession Plan: Are You Ready?

Posted by Gregory Robinson | Feb 27, 2025 | 0 Comments

Join Our Free Webinar on March 5, 2025 Business succession planning is essential for ensuring a smooth transition of ownership, minimizing legal risks, and protecting your financial legacy. However, many business owners delay planning, leading to costly probate delays, tax liabilities, and inter...

The Hidden Risks of Poor Succession Planning

Posted by Gregory Robinson | Feb 20, 2025 | 0 Comments

Succession planning is an essential process for any business, yet many owners overlook the risks of failing to plan properly. A lack of preparation can result in costly legal and financial consequences that may damage your business, delay transitions, and even lead to its closure. In this post, w...

Succession Planning for Family-Owned Businesses

Posted by Gregory Robinson | Feb 13, 2025 | 0 Comments

Family-owned businesses often represent more than just a financial venture — they embody a legacy, hard work, and shared values passed down through generations. But succession planning for family-owned businesses comes with its own unique set of challenges. Balancing emotions, fairness, and prese...

Building Blocks of a Successful Succession Plan

Posted by Gregory Robinson | Feb 06, 2025 | 0 Comments

A strong business succession plan is essential for ensuring a seamless transition when it's time to step away from your company. Whether you're preparing for retirement, selling your business, or planning for unexpected events, having a clear and comprehensive plan protects your business's legacy...

Estate Planning for Collectors and Hobbyists

Posted by Gregory Robinson | Jan 17, 2025 | 0 Comments

Americans are passionate about their hobbies and collections, investing significant time, money, and emotions in what they love. From classic cars to comic books, vintage toys to photography, hobbies often hold deep personal and financial value. That's why including these cherished items in your ...

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