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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The Estate Tax Sunset in 2026With the upcoming sunset of the estate tax exemption on Jan. 1, 2026, it's important to consider this while creating your estate plan.
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Mediation Before Lawsuits - Should You Do It?In many cases, you will be asked to go to mediation as part of a lawsuit, so should you consider doing it before a lawsuit is filed?
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5 Tips for Your First WillIf you've never created a Will before, here's five quick things for you to consider.
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What is a Severability Clause in a Contract?There are usually a set of clauses at the end of each contract and before you skip over them, make sure you' know what they all mean.
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Can My Church Be My Beneficiary?If you'd like to leave a gift to your church in your estate plan, there are two main ways to do it.
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Does My Business Need Key Person Insurance?If you run a business that is dependent upon you to survive, you should explore whether key person insurance is a good addition to your financial portfolio.
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What is the Main Purpose of a Living Will?When it's time to create an estate plan or update the one you've already got, it's important to understand the documents and how they work with one another.
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What is an LLC Operating Agreement?An operating agreement is one of the foundational documents for an LLC.
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Do I Need a Will if I'm Single?Just because you aren't married doesn't mean you don't need a will. In fact, you probably need one even more than if you were married.
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Why a Business Should Have a LawyerMost businesses would benefit from having a lawyer, whether it's for lawsuits or for helping with transactions.
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Do I Need to File My Operating Agreement With My State?When you've created an LLC Operating Agreement, a common question is whether or not you need to file a copy of it with your state.
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What is the Difference Between a Will and Estate Planning?The difference between a will and estate planning is that a will is part of an estate plan.