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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Final Spring Break Reading Suggestion: Drive by Daniel PinkThe final book of the Spring Break reading queue is Drive by Daniel Pink, which examines the intrinsic motivation that we derive from our tasks.
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Creating a Productivity Workflow for the New Decade...As the new decade begins, it's a good time to re-examine your current routines and implement a new productivity workflow to help grow your business.
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November Is Here And There Are About 60 Days Left In The DecadeNovember is here and the dawning of the 2020's decade is fastly approaching on the horizon. It's a good time to do a little planning...
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Do I Need A Trust? I Read A Book That Says I Do...Although many blogs or books generally tell you that you need a trust, it is a very indivdualized decision that you should speak to a professional about.
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An Article With Some Good Tips for Starting Your Own BusinessI'm always on the lookout for good tips for people thinking of starting their own business. Entrepreneur Magazine recently had a good article.
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Recently Divorced? Have You Updated Your Will?If you've recently divorced, now is a good time to review your estate plan documents and make sure they still properly reflect your goals.
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Five Common Mistakes with "DIY" Estate Plans That You Should AvoidDon't fall into the traps and mistakes of a DIY estate plan that you find for cheap (or free) on an internet website with slick marketing.
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Helping Working Parents Get Through This Coronavirus PandemicWorking parents are adjusting to the new normal during this pandemic and there are some good recommendations to help them get through this time.
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Networking Events: What To Do When There Are None?Networking events aren't happening in person these days, but you should consider various virtual strategies to help grow your business.
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Helping Your Parents With Their Finances During This PandemicYour parents may be dealing with a whole new financial world. A power of attorney can be an important tool to help them manage their money.
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Starting a Business? Watch Out For These 5 Common Mistakes...Many newly launched small businesses make the same common mistakes when they start out, but you can avoid them with a little planning.
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Solos Moving Forward Together Summit 2019 Wrap UpAt our Solos Moving Forward Together Summit on Friday, we had a packed house and good discussions about a variety of topics that solo and small firms face.