An education-focused working relationship is at the core of my interactions with clients. My blog entries try to keep you up-to-date on new developments in estate planning, business law, and special needs planning, as well as other more general information that I hope will be helpful to you. Where possible, I also try to provide video explanations and free reports so you can get a better understanding of the legal issues you may be dealing with.
If you're ready to get started, let's set up a Legal Strategy Session and discuss the best options for you.
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The Easter Bunny: Not A Good Estate Plan StrategyWhile it's fun for your kids to hunt for Easter eggs, it's not going to be fun years from now when they have to hunt down your estate plan.
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Can You Reinstate a Company After Dissolution?If your company has been dissolved, there are processes available for you to reinstate it.
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Estate Plans: Fill Out The Bracket You ControlUnlike the unpredictability of the NCAA tournament, you can fill out your estate plan like a bracket to ensure that your top seeds win.
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Conservatorship v. Guardianship: What Are They?Conservatorship and Guardianship can be used at the same time, but often, only one or the other is needed.
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Should I Sign That Personal Guarantee for My Business?A personal guarantee can often be requested from you if you run a business, but should you sign it? It all depends on what's in the document...
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Estate Tax: Is It Time to Worry?With a new administration, there's always the possibility that the estate tax laws can be changed and you may find yourself subject to being taxed...
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Remote Work - Are You Going Back to the Office?Many companies have an upcoming choice about either continuing to work remotely or return to the office.
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HIPAA Authorizations and Your Estate PlanA HIPAA Authorization can be an important part of your estate plan - don't ignore it when you are putting yours together or revising it.
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A World Without Email - Quick ThoughtsOne of my favorite authors, Cal Newport, released his new book A World Without Email this week. If you need a good book to add to your queue, pick it up!
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Remote Work - Be Careful of Tax and Salary IssuesWith many workers still working remotely, there are salary and tax issues that businesses face when their employees have relocated away from the office.
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Unequal Inheritances For Your Children?Unequal inheritances can work, but often times they also can cause a lot of drama for your family.
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Wedding Season is Coming and People Still Need PrenupsDespite the pandemic, plenty of weddings are happening and prenups are still important for many people to consider before they tie the knot.