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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Corporate Meeting Minutes: What Do You Need At the End of the Quarter?It's the end of the quarter (and fiscal year) for your business and it's time to make sure you've got any corporate meeting minutes in place.
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Ademption: The Most Commonly Asked Question About Your WillAdemption is a common term in wills that you may have never heard of before. It occurs when you no longer own identified property at the time of your death.
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My Business is Being Sued and I Want to Protect My Trade SecretsTrade secrets are often one of the most important assets that any business needs to protect when they are in a lawsuit, especially with a competitor.
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What Do You Love and Hate About Being an Entrepreneur?Being an entrepreneur is at once the best of all possible worlds and a terrifying lesson in responsibility for an entire company and its future.
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Pandemic Finance: If You Need Cash Now, Where Should You Turn?In these pandemic times, you can find yourself needing cash now and may not know where to turn. Here's a list of 10 options for you to think about.
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Loaning Money and Your Personal Economy During the PandemicThe pandemic has likely altered your personal economy. If you are loaning money or taking a loan, you should be sure to get the terms in writing.
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Why Should I Have A Will?At some point in every estate plan consultation, the question comes up: Why Should I Have a Will? This question usually comes from someone who has never had to deal with a family member’s estate. They’ve heard about wills. Maybe their co-worker was talking about getting hers redone. Or maybe they read the latest Suze …
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Weddings Are Still Happening and People Still Need PrenupsWeddings are still happening and people still need prenups done before the ceremony. Even if the guest list is smaller, don't forget your prenup.
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Hip on HIPAA? Coronavirus is Making Us Learn About HIPAA...Now is a good time for you to get hip on HIPAA Authorizations to make sure you've got access to the important medical records your family may need.
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A Sobering Look at the New "Sandwich Generation"The Sandwich Generation is a fast growing part of our population: those who are taking care of their parents and their own children at the same time.
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Don't Give a Cyber Monday Discount If You Are Selling Your Business...If you're selling your business, Cyber Monday is a good way to boost sales, but you don't want to use it to offer a discount for your business value.
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My 2017 Book ListThe second year of my 52 book challenge, I came up a little short: Blood Meridian Streaming, Sharing, Stealing Younger Next Year The Productivity Project Happy Money The Culting of Brands A Gentleman in Moscow – my favorite of the year The Power of Habit Rules of Civility Execution The Round House In the Midnight …