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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Financial Power of Attorney: An Often Overlooked DocumentFinancial power of attorney is often overlooked in your estate plan. While we are worried about healthcare documents, don't forget about your financial one.
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Global Business? A Whole New World Awaits For Your BusinessGlobal expansion of your businessmay be the farthest thing from your mind, but in this guest post, Tina Martin gives you some good food for thought.
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Corporate Resolutions: What Are They? Does Your Business Have Them?Corporate resolutions are a common document for your business. If you haven't used them yet, now's probably a good time to review whether you need them.
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4 Ways to Deal With Small Business DebtSmall Business Debt is all too common these days as we deal with the pandemic. In a guest post, Andy Masaki gives you some tips to manage that debt.
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Young Entrepreneurs: It’s Never Too Early to Start a BusinessYoung entrepreneurs are growing in numbers and influence these days. As you get your business off the ground, make sure you are asking the right questions.
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Do I Need A Living Will And A Healthcare Power Of Attorney?Do I need a living will? Is it different than a healthcare power of attorney? These are common questions for your estate plan.
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How to Come Out of Business Failure Stronger Than EverA guest post by Carla Lopez about ways to come out of a business failure stronger than ever. It can be done with some of these tips.
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Later In Life Entrepreneurs – Would They Fit With Your Business?Later in life entrepreneurs find ways to innvoate and provide services to the "longevity market." Is there an opportunity for you and your business?
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Talking About Your Will With Your Husband or WifeTalking about your will is an important first step to get your planning in place for your future for your spouse and your children.
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Friday Facts: A Quick Primer on How to Own Your Real EstateReal estate provides a variety of ownership options for you. You should discuss your options with your attorney and financial advisor.
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Small Business Lessons on How to Survive the Pandemic EconomySmall Business Lessons are everywhere during 2020. Whether you are launching a new business or guiding an established one, there is hope for growth.
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Election Year Wealth Transfer Strategies – Part 2 (Trusts)Election year brings with it the chance to do some pre-planning for 2021 and possible changes in our government. Today's topics focus on trusts.