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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The One Where A Lawyer Is Needed... What Happens to Matthew Perry's Estate?The details of his estate plan (if he had one) haven't been released yet, but Matthew Perry's Estate has the same issues that many other people have.
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What is the Duty of Reasonable Care for LLC Members?The Duty of Reasonable Care is the invisible superhero within an LLC, ensuring members and managers act in good faith.
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What is the Meaning of Ademption?Ademption is a common term that you'll find in your Will, but it's one that you probably haven't encountered before.
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What is the Duty of Loyalty to an LLC?When you are a member of an LLC, it's important to understand your duty of loyalty to the LLC and what the implications of that duty are.
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Can I Amend My Trust?If you need to make changes to your trust, it's important to understand the difference between an amendment and a restatement.
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What is the Purpose of a DBA?Using a DBA can be a great way to add an air of legitimacy to a sole proprietorship.
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What Are the 6 Steps to Create Your Estate PlanWhile your estate plan is unique, the 6 steps you need to take to create one are simple and can make the entire process smooth and effective.
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What is a Venue Clause?A venue clause can be the difference between a lawsuit in your local courthouse or traveling to a foreign state to defend your rights.
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What Documents Do I Need to Sell My Business?If you've decided to sell your business, or if it's on your mind, there are a core set of documents you should start rounding up in advance of the sale.
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The 2024 Federal Estate Tax Exclusion and BeyondThe rollercoaster ride of the Estate Tax Exclusion is one journey worth exploring.
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Guest Post: Overcoming Addiction: Strategies for Small Business Owners to Regain Financial StabilityA guest post on strategies for small business owners to overcome addiction and regain their financial stability.
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4 Benefits of Putting Your LLC into a TrustIf you own an LLC and you have a trust, it's important to consider the benefits you may get from putting your LLC interest into your trust.