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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How to Come Out of Business Failure Stronger Than EverA guest post by Carla Lopez about ways to come out of a business failure stronger than ever. It can be done with some of these tips.
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Later In Life Entrepreneurs – Would They Fit With Your Business?Later in life entrepreneurs find ways to innvoate and provide services to the "longevity market." Is there an opportunity for you and your business?
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Talking About Your Will With Your Husband or WifeTalking about your will is an important first step to get your planning in place for your future for your spouse and your children.
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Friday Facts: A Quick Primer on How to Own Your Real EstateReal estate provides a variety of ownership options for you. You should discuss your options with your attorney and financial advisor.
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Small Business Lessons on How to Survive the Pandemic EconomySmall Business Lessons are everywhere during 2020. Whether you are launching a new business or guiding an established one, there is hope for growth.
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Election Year Wealth Transfer Strategies – Part 2 (Trusts)Election year brings with it the chance to do some pre-planning for 2021 and possible changes in our government. Today's topics focus on trusts.
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Friday Facts: 13 Estate Planning Terms You Need to KnowEstate planning is filled with terms that can be intimidating and sound confusing, but really aren't. Here's a quick look at 13 terms you should know.
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Dual-CEO Arrangements: Would It Work For Your Business?Dual-CEO arrangements are not all that common. But in the right circumstances, they could be a productive way to run your business.
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Wealth Transfer Strategies to Consider in an Election Year – Part 1Wealth transfer strategies in advance of the election may not be the first thing on your mind when you vote, but you shouldn't ignore them either.
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6 Tips for Easing Into EntrepreneurshipEasing into Entrepreneurship. Today, it’s easier than ever to become an entrepreneur - plenty of business ideas require little to no start up capital.
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September 11, 2020September 11, 2020.
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Have a Wonderful Labor Day WeekendLabor Day Weekend is here. We've got back to school coming up and lots to do before 2021, so find some time to relax this weekend.