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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Talking Estate Planning at ThanksgivingAlthough you may not have it on your mind, Thanksgiving can be a great time to talk about estate planning with your family.
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Should I Do a Single LLC or Multiple LLC's for My Rental Property?If you own multiple rental properties, you may want to consider whether it makes more sense to own them all in one LLC or have an LLC for each property.
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Halloween Estate Planning Lessons? Yup, Trick or Treat...Since Halloween falls on a Monday this year, we get to briefly go through the tricks and treats of your estate planning.
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Should You Create a Business Trust?Using a trust to own your business is an area where estate planning and business law intersect.
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How Cryptocurrency and NFTs Fit into Your Estate PlanLast week was National Estate Planning Awareness Week and it's a good time to look at cryptocurrency and NFTs in your estate plan.
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Have You Created a Plan for Your Digital Assets?It's National Estate Planning Awareness Week and it's a good time to look at your plan for your digital assets.
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Why Do They Want A Personal Guarantee for a Business Obligation?If your business is taking on debt, the person lending you the money may request that the owners of the business sign a personal guarantee.
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How Do I Leave Money to a Charity in my Will?A common request from my clients is to leave money to a charity or educational institution in their will, and the process doesn't need to be complicated.
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Should I Set Up My LLC Before I Buy My Rental Property?Most clients come to me after they've purchased a rental property, but it you may want to consider setting up your LLC first.
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I Just Moved - Do I Need to Update My Will?Depending upon where you move, you may want to consider updating your will.
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6 Things to Think About Before Meeting With Your Business Formation AttorneyIf you're getting ready to set up a business, there are six things you want to think about before that first meeting.
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Guest Post: 5 Ways to Prepare for a Recession Before RetiringPerhaps you’ve been worrying about a pending recession for some time now. If you’re on the verge of retirement, you might be anxious about how changes in the market could affect your portfolio and alter your plans.