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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What Are the 6 Steps to Create Your Estate PlanWhile your estate plan is unique, the 6 steps you need to take to create one are simple and can make the entire process smooth and effective.
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What is a Venue Clause?A venue clause can be the difference between a lawsuit in your local courthouse or traveling to a foreign state to defend your rights.
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What Documents Do I Need to Sell My Business?If you've decided to sell your business, or if it's on your mind, there are a core set of documents you should start rounding up in advance of the sale.
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The 2024 Federal Estate Tax Exclusion and BeyondThe rollercoaster ride of the Estate Tax Exclusion is one journey worth exploring.
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Guest Post: Overcoming Addiction: Strategies for Small Business Owners to Regain Financial StabilityA guest post on strategies for small business owners to overcome addiction and regain their financial stability.
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4 Benefits of Putting Your LLC into a TrustIf you own an LLC and you have a trust, it's important to consider the benefits you may get from putting your LLC interest into your trust.
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Creating a Lease for Your Rental PropertyOne of the final steps in moving your rental property into an LLC is making sure that you've got a lease for your tenant, so here's a quick 10-step guide.
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A 3-Step Plan from David Bowie's Estate PlanWhile most celebrity estates in the news are there because of chaos, David Bowie's estate plan is a shining of example of an estate plan done right.
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Lessons that Small Businesses Can Learn from SoccerKeeping with the soccer theme for the week, here's some business lessons we can take from soccer as well.
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How is Estate Planning Like Soccer?You may be surprised that estate planning & soccer have anything in common. With the kickoff of the EPL season, there are commonalities between both.
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Business Lessons from BarbieThe Barbie movie is the #1 movie in America, and there are some lessons that business owners can learn from Ruth Handler, the founder of Mattel.
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What is a Temporary Guardianship Designation?The need for a temporary designation of guardianship will most commonly arise when you are taking a trip and not bringing your children with you.