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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How to Leave Money to Your GrandkidsThis week's article from the Wall Street Journal does a good job at looking at the challenges of using retirement accounts to leave a legacy to your grandkids.
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Can You Put Your Investment Account In A Trust?Moving an investment asset into a trust can be a strategic step in estate planning and asset protection.
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6 Steps to Properly Sign a ContractOnce you've agreed on all the terms of your contract, the last step can be the most important: properly signing your contract documents.
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Why Create a Pet Trust?Your pet is a beloved part of your family and it's important to consider them when you are creating or updating your estate planning documents.
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Keeping the Beach House in the FamilyIf you've been going to the beach for years to a family house, you may want to create an estate plan that allows you to keep it in the family.
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Do I Need to Get Authorization to do Business in Another State?When your business expands to another state, it's important to understand whether you need to file documents with the governing authorities in that state.
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Reinstating a Dissolved LLCThere may have been a variety of reasons why your LLC was dissolved in the past, but in many cases, you can reinstate the LLC in the future.
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Should I Sign a Settlement Agreement?You'd be surprised how many places a settlement agreement can pop up, and if you are considering signing one, you need to understand how they work.
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Preparing Your Will, With Good Friends In MindOver the weekend, the New York Times had an article exploring things to consider when you want to leave your estate to your friends.
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Should I Worry About My Non-Compete Agreement?Although they are currently a hot topic, many companies still present non-compete agreements to their employees to sign.
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A Living Trust Doesn't Always Avoid Probate CourtEven if you create a living trust with the intent of avoiding probate, it's not always guaranteed that probate won't be necessary.
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Moving Your Company to a Different StateIf you'd like to move your company to a new state, it's a process called domestication that you should understand before you get started.