Understanding your legal rights doesn’t need to be a complicated task. Learn what you need to do to create an effective estate plan or safeguard your small business by reviewing my free article library. To learn how I can help with your specific concerns, contact my office to request a free consultation.
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June 2020 NewsletterSome of our favorite summer adventures and activities.
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My Personal Planning Essentials ChecklistI've created a short checklist of important information to keep with your estate plan documents. It's important your loved ones know who to contact.
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When Should I Meet With My Financial Planner or Wealth Advisor?In addition to your annual meetings with your financial planner, after you have created or updated your will, it's a good time to check in with them to make sure that your financial goals are aligned with your estate plan.
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Now is a Good Time to Check Your Beneficiary DesignationsIf it's been a while since you signed your will, now is a good time to check your beneficiary designations on your accounts. Rather than wait for a life event to scare you into action, now is as good a time as any to see what you have in place.
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Partnership Agreements: What Needs to be in the Document?Partnership Agreements are important for your business. Make sure yours has the provisions so that your company doesn't end up in an expensive lawsuit.
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Independent Contractor Agreements: Now Is A Great Time To Use Them...With all of the economic uncertainty, now is a great time to use independent contractor agreements to help your business continue to operate.
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May 2020 NewsletterMy lifelong connection to tennis and how it helps relieve stress.
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A Business Conundrum: Can my Business Function When I'm Gone?A common conundrum faced by businesses is what happens if the owner has an emergency. A business needs systems and legal documents to avoid a disruption.
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5 Strategies for Your Business to Adapt, Pivot or Stay the Course5 strategies your business can use as you navigate this uncertain business climate. Each one has its own benefits - which works best for you?
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Setting Up an LLC: There's Plenty of Time Left in 2020...Setting up an LLC is a great way to get your side hustle off the ground and protect your personal assets from liability in case something goes wrong.
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The IRA Planning in Your Estate Plan Could be in DangerIf you've included an IRA with a beneficiary designation as part of your estate plan, the proposed Secure Act could have some major impacts on your plan.
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A Will Contest: The Last Thing You Want To Leave Behind...When you think of preparing your will, one of the first reasons to get it right is to prevent a will contest from draining the funds from your estate.