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Friends With Benefits: Navigating Employer-Employee Friendships—Part 2

by Matthew Murillo | Jan 10, 2019 | Business, CBL, NLBM

In the first part of this series, we offered three strategies to help you successfully navigate employer-employee friendships. Here, we continue with the final four. Developing close bonds with your employees is all but inevitable. Indeed, being friendly with your...

4 Estate Planning Must-Haves for Unmarried Couples—Part 2

by Matthew Murillo | Jan 10, 2019 | Estate Planning, NLBM, PFL

In the first part of this series, we discussed the estate planning tools all unmarried couples should have in place. Here, we’ll look at the final two must-have planning tools. Most people tend to view estate planning as something only married couples need to worry...

Friends With Benefits: Navigating Employer-Employee Friendships—Part 1

by Matthew Murillo | Jan 6, 2019 | Business, CBL, NLBM

Because we spend so much of our lives working, it’s practically guaranteed that you’re going to develop close bonds with your employees. And this is a good thing. Having a friendly relationship with your team members based on mutual respect, care, and...

4 Estate Planning Must-Haves for Unmarried Couples—Part 1

by Matthew Murillo | Jan 6, 2019 | Estate Planning, NLBM, PFL

Estate planning is often considered something you only need to worry about once you get married. But the reality is every adult, regardless of age, income level, or marital status, needs to have some fundamental planning strategies in place if you want to keep the...

How “Shopping Around” for An Estate Plan Could Leave Your Family With an Expensive, Unintended Mess

by Matthew Murillo | Jan 6, 2019 | Business, CBL, Estate Planning, NLBM, PFL

Maybe you’ve heard that before investing in a professional service you should “get three estimates.”  While often this is wise advice, it’s actually a bad idea when it comes to estate planning. This article explains why and how you can ensure you get the most...
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