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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Happy Independence Day!It's Independence Day amidst one of the strangest years anyone can recall. Some wisdom and advice from Teddy Roosevelt for us to consider.
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Final Spring Break Reading Suggestion: Drive by Daniel PinkThe final book of the Spring Break reading queue is Drive by Daniel Pink, which examines the intrinsic motivation that we derive from our tasks.
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Helping Working Parents Get Through This Coronavirus PandemicWorking parents are adjusting to the new normal during this pandemic and there are some good recommendations to help them get through this time.
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Solos Moving Forward Together Summit 2019 Wrap UpAt our Solos Moving Forward Together Summit on Friday, we had a packed house and good discussions about a variety of topics that solo and small firms face.
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Starting Q4 On the Road...Time to get on the road for the start of the final quarter of the year. Figuring out what to pack continues to be a challenge for me...
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Quick Book Review: Two Sisters by Asne SeierstadIn my ongoing quest to read 52 books this year (I actually passed the goal a few weeks ago, but why stop now?), I came across Two Sisters by Asne Seierstad. The book tells the story of a Somali family in Norway who have five children. Unbeknownst to the parents, their daughters have become increasingly …
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What Will Be This Year's New Scam? It Will Probably Involve RobocallingAs the new year begins, robocalling companies are using Caller ID spoofing to help with their scams. The Wall Street Journal has an interesting article about what happens when people call the spoofed number back and find that the person who actually owns the number is a victim too.
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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.
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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.
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My 2019 Book ListFor the second year in the row, I made it to my goal for 52 books in a year: Off the Clock The Spy and The Traitor The Million-Dollar One-Person Business Dear Founder Digital Minimalism The Songaminute Man Mindfulness Reclaiming Conversation So Good They Can’t Ignore You Atomic Habits Mind Hacking The Teammates Drive Inside …
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My 2018 Book ListOn my third try, I finally made it to my goal of 52 books in a year: A Legacy of Spies The Weekend Effect Million Dollar Consulting String Theory Peak Performance Profit First Strangers in a Strange Land The Captain Class Unshakeable To Sell is Human Astrophysics for People in a Hurry The 5 Second …
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Happy New Year from My Family to Yours!Tomorrow begins the new year and as 2019 approaches, I want to wish you and yours a Happy New Year. Take some time to reflect on 2018 and hopefully take some positive thoughts into 2019.