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 Expenses Can a Special Needs Trust Pay For?A special needs trust needs to be clear about what it is paying for so that your child doesn't lose their government benefits.
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How Do I Collect Money Owed by My Customers?If none of your customers or clients owe your business any money, congratulations! It's common for most other businesses to deal with small debts.
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What are Special Needs Trusts?If you have a child with special needs, a special needs trust (SNT) is the primary document in your estate plan for their inheritance.
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Guest Post: Small Business Owners Should Outsource These TasksOutsourcing services has become a useful resource for small business owners in recent years as online tools grow more widely available.
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Should You Talk to Your Family About Your Will?Although it's not required, it's a good idea to talk to your family about your estate plan documents so they know where they are and what they say.
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What are Testamentary Trusts?Some clients think a "trust" is a very complex document that is beyond their needs, but in those cases, a testamentary trust can be what they actually need.
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What is Simultaneous Death in an Estate Plan?If you and your spouse were to die at the same time (a simultaneous death), you may not like what happens to your estate if you don't have a will.
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Corporate Resolutions for Your BusinessCorporate resolutions don't get a lot of press, but they are an important "behind the scenes" part of your business.
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What Does an Executor of an Estate Do?If you've been named as the executor (or personal representative) of someone's estate, your first question is probably "What do I do next?"
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Why A Business Succession Plan Can Protect Your Business If You Become IncapacitatedIf your business doesn't have a business succession plan, if you become incapacitated, there may be no path forward for your business.
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Business Succession Planning - Some Issues to ConsiderWhen launching your business, you should also keep the end in mind and consider a business succession plan for when you're no longer with the business.
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Is It Easy to Update My Will?You've spent a lot of time working on your estate plan. But before you know it, things change and it may be time to make updates.