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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Why Should I Have A Will?At some point in every estate plan consultation, the question comes up: Why Should I Have a Will? This question usually comes from someone who has never had to deal with a family member’s estate. They’ve heard about wills. Maybe their co-worker was talking about getting hers redone. Or maybe they read the latest Suze …
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Weddings Are Still Happening and People Still Need PrenupsWeddings are still happening and people still need prenups done before the ceremony. Even if the guest list is smaller, don't forget your prenup.
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Hip on HIPAA? Coronavirus is Making Us Learn About HIPAA...Now is a good time for you to get hip on HIPAA Authorizations to make sure you've got access to the important medical records your family may need.
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A Sobering Look at the New "Sandwich Generation"The Sandwich Generation is a fast growing part of our population: those who are taking care of their parents and their own children at the same time.
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Don't Give a Cyber Monday Discount If You Are Selling Your Business...If you're selling your business, Cyber Monday is a good way to boost sales, but you don't want to use it to offer a discount for your business value.
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My 2017 Book ListThe second year of my 52 book challenge, I came up a little short: Blood Meridian Streaming, Sharing, Stealing Younger Next Year The Productivity Project Happy Money The Culting of Brands A Gentleman in Moscow – my favorite of the year The Power of Habit Rules of Civility Execution The Round House In the Midnight …
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The Need for Healthcare Directives and Wills During a PandemicDuring the current pandemic, many people are getting their estate plans in order, including a healthcare directive and updated will just in case...
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Confessions of Judgment - A Scary New Trick of the Trade?Last week, Bloomberg Businessweek featured an article on the use of Confessions of Judgment against small businesses. According to the article, companies like ABC Merchant Solutions are using confessions of judgment to cause havoc on small businesses who have borrowed money. The article focuses on New York, which still allows them to be used for …
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Do I Have to Have the Same Will Prepared as my Partner?As the end of the year approaches, more clients are coming in to get their will prepared. It's often leftover from a to-do list they started at the beginning of the year, with the task deferred or delayed for the past 11 months.
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What To Do With All That Paper That You Leave Behind?Even though we all seek to reduce our reliance on paper, when it comes to your archives, the collection of paper may have value.
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Another Good Reason to Work With A Financial Advisor?According to a Northwestern Mutual survey, people who work with a Financial Advisor feel happier and more secure with their finances.
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Is a Handwritten Will Valid? - Aretha Franklin Had 3 Of ThemWe thought Aretha Franklin died without a will. Now we find out she had a handwritten will. With 3 versions to choose from, the court case continues...