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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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.
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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 …
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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 …
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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.
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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.
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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...
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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.
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Managing Your Team In The Age of Social DistancingSocial distancing has become the mandate in most places and it's a new challenge for business owners to manage their teams in this new work climate.
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Do I Really Need a Password Manager? You Probably Do...A password manager is another tool recommended to help guard against online fraud and hackers, who are using SIM Swapping as a new tool in their arsenals...
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Prioritize Sleep: A Good Way To Make Sure You Stay Healthy...As we deal with all the daunting COVID-19 news, it can be tough to think about how to prioritize sleep, but it's more important than ever...
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Better Business Decisions: Eight Steps for Making ThemMaking better business decisions is a common goal of most business owners. Here's 8 steps to help you improve your process.
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Good FridayGood Friday falls at a time when the world is grieving and gripped by the COVID-19 pandemic. Hopefully, wherever you are, you and your family are safe.