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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Tiger Woods and the "Long Game" For You and Your BusinessTiger Woods and his win at the Masters are a good lesson for your estate plan, financial plan and the life cycle of your small business.
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An Interesting Twist: Using Your Will to Get Your Car Back?Two friends have used an interesting twist on estate planning to share a classic 1971 MG. Their story highlights how creative you can be with your will.
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Living Apart Together ~ More Couples Are Doing It, But You Need a PlanMore couples are living apart together - they are in a committed long-term relationship but they both can enjoy their personal space and independence.
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Starting The New Decade Off On The Front Foot...Are you getting the new decade off on the front foot? After the holidays wound down, the new decade is roaring in as we start this week...
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My 2019 Book ListFor the second year in the row, I made it to my goal for 52 books in a year: Off the Clock The Spy and The Traitor The Million-Dollar One-Person Business Dear Founder Digital Minimalism The Songaminute Man Mindfulness Reclaiming Conversation So Good They Can’t Ignore You Atomic Habits Mind Hacking The Teammates Drive Inside …
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How Should I Store My Passwords Securely for My Will?Everyone has their own system for storing their passwords. The problem comes when you are gone and someone else needs to access the passwords for your will.
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Virtual Startup Investing: Raising Money for your Business in 2020Virtual startup investing in 2020 has forced business owners and investors to be more creative in how they approach the entire process.
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Doris Day and her Charity: Estate Planning with a Pet FocusDoris Day set up a charitable foundation that helps animal rescue amidst the California wildfires. The sale of her house will further benefit the charity.
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My 2018 Book ListOn my third try, I finally made it to my goal of 52 books in a year: A Legacy of Spies The Weekend Effect Million Dollar Consulting String Theory Peak Performance Profit First Strangers in a Strange Land The Captain Class Unshakeable To Sell is Human Astrophysics for People in a Hurry The 5 Second …
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Happy New Year from My Family to Yours!Tomorrow begins the new year and as 2019 approaches, I want to wish you and yours a Happy New Year. Take some time to reflect on 2018 and hopefully take some positive thoughts into 2019.
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What is a Trust Amendment? I Need to Make a Small Change to my TrustIf you need to make changes to a trust, you can do a trust amendment or if there are major changes, you can do a trust restatement.
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Another Data Breach Means It's Time to Change Your PasswordLast week, another large data breach was discovered, affecting nearly 773 million email addresses and passwords. With such a large breach, now is a good time to change your password.