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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Networking Events: What To Do When There Are None?Networking events aren't happening in person these days, but you should consider various virtual strategies to help grow your business.
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Helping Your Parents With Their Finances During This PandemicYour parents may be dealing with a whole new financial world. A power of attorney can be an important tool to help them manage their money.
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Starting a Business? Watch Out For These 5 Common Mistakes...Many newly launched small businesses make the same common mistakes when they start out, but you can avoid them with a little planning.
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Solos Moving Forward Together Summit 2019 Wrap UpAt our Solos Moving Forward Together Summit on Friday, we had a packed house and good discussions about a variety of topics that solo and small firms face.
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Remember to Include Your Digital Assets in Your Estate PlanningYour digital assets should be accessible by your loved ones in case you are incapacitated or pass away. Now is a good time to review your estate plan.
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New Business Leaders Should Take the Long View...Business Leaders are often under a lot of pressure when they are brought into a business. Resist that urge to make too many big decisions too fast.
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Philadelphia First Major City to Ban Cashless StoresCashless stores and businesses are likely the future of retail and society. Philadelphia recently passed legislation banning cashless stores.
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Entrepreneur Thinking: Five Principles to ConsiderAn entrepreneur needs to consider some key principles before founding their business. Emily Heyward's got a good list of five you should consider.
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5 Tips to Support Women-Owned BusinessesWomen-owned businesses continue to grow and Cate Luzio's bootcamp for new business owners is a great option for women starting a business.
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Don't Take Work Home With You If You Can Avoid It...The pressure to take work home with you has increased, but with the right steps, you can take back your work-life balance.
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Coronavirus: How Is Your Company Addressing the Threat?As the coronavirus spreads, companies are being faced with the challenges of keeping their workers safe and making sure the work gets done.
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Starting Q4 On the Road...Time to get on the road for the start of the final quarter of the year. Figuring out what to pack continues to be a challenge for me...