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.
- Page 33
-
New Business Idea? Stay CALM and Assemble Your TeamWhen you have a new business idea, you need a strong team around you. I use an acronym for my clients ~ CALM (Computer, Accountant, Lawyer and Mentor) ~ for who should be on their team.
-
Creating a Values-Driven Schedule for Working ParentsAs you spend some time to reflect after Thanksgiving, one challenge for working parents is how to create a values-driven schedule for you and your family.
-
Venue Clauses in a Contract: What Are They? Should I Care?Venue clauses are usually buried at the back of your contracts, but they can have a very significant impact if there's a dispute about the contract.
-
Turning that Gig Economy Job Into a Full-Time JobGig economy workers should also consider whether their long term happiness would benefit from expanding that gig into a full-time business ownership.
-
Kobe Bryant and His Legacy Beyond BasketballKobe Bryant's death in a helicopter was a shock. As the news unravels the details, we should consider his legacy beyond basketball.
-
Designing Your Life - Creating a Workview and a LifeviewBeing away from the office, even for a few days, is a great way to re-energize yourself and your passion for your business.
-
New York Becomes the First State to Ban Declawing CatsAs a longtime cat owner, it was welcome news to see that New York has become the first state to ban declawing of cats except when medically required.
-
Do I Need a Revocable Trust? I Read A Book But I'm Not Sure...Everyone's estate pan is unique and the decision of whether to create a revocable trust or just go with a will should be discussed with a professional.
-
When Should I Re-Do My Will? It's Been 3 Years...When should I re-do my will? If it's been 3 years since you signed your will, now is a good time to get a full review to make sure it's up to date.
-
A Little More About MeI try to focus on my clients and their situations. Occasionally, I will throw in a book review or other interesting article that may have come across my desk.
-
The Benefits of a Solo 401(k) for Business OwnersMany clients ask about the synergy between my business and estate planning clients. Discussions about a Solo 401(k) are but one example.
-
Giving Tuesday - Remember to Check Your Charitable Gifts in Your WillGiving Tuesday reminds us to give to charities. But remember to make sure you've got the right information for any charities in your will.