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 36
-
Factors to Consider When Expanding Your Business With OutsourcingOutsourcing can be a great way to grow your business in 2020 and beyond - it can alleviate a lot of the time pressures for you as the owner of a business.
-
I'm Getting Married Tomorrow and I Need a Prenup!If you are getting married tomorrow and are just thinking you might need a prenup, now is probably the best time to talk to an attorney...
-
What Should I Do With All Those Facebook Photos After a Divorce?With the rise of Facebook and other social media sites, documenting our relationships, what happens to all those photos when you split up?
-
Year-End Planning Checklists - Which One Are You Using?It's year-end time and there's still time to knock a few things off your checklist. Do you have a good one you are using to wind down the year?
-
Do I Need a Conservatorship or Guardianship? Are There Other Options?Earlier this week I posted a quick post on the difference between a conservatorship and guardianship. As part of my meeting with my client, we also discussed whether either of those was needed. Many of the people I meet with immediately jump into the deep end. They’ve read a blog or they know someone else …
-
With Longer Longevity, What Does That Mean for Retirement?As our longevity increases, we're all faced with how to spend our extra time. Some people retire, others start a second career.
-
Travel DayOne of the challenges of having two offices separated by 1,000+ miles is the travel between the two. For the past few years, I’ve spent plenty of time in the air traveling. The journey can be great, or it can be very stressful. A Smooth Travel Day One of the best ways to make the …
-
Enjoy Your Labor Day Weekend!Labor Day feels like the real “end of summer” (with all due respect to September 21). Schools are back in session. The weather is starting to get cooler (except in New York this week where it was 90+ degrees). The first two-thirds of the year is behind us and the end of the …
-
Trust Amendments: Can I Do One? Should I Do One?Trust amendments are a useful way to make small changes to your trust. If you need to make significant changes, a restatement is what you're looking for.
-
Happy Memorial DayMemorial Day 2020 is upon us and I hope you are able to find some quiet and calm during these crazy pandemic times.
-
It's a New Decade, But It's Still Hard to Fix Credit Report Errors...Your credit report is one of the most influential and misunderstood parts of your financial foundation. Now is a good time to make sure it's correct...
-
Back from a Business Conference - What To Do Next?I'm back from an annual business conference and need to get all these ideas and items to work on for the next 12 months out of my head.