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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Can You Have a Trust Without a Will?Although both documents are part of an estate plan, can you have a trust without a will? You can, but you need to consider whether that's a good idea first.
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What is a Buy-Sell Agreement?In the realm of business ownership, planning for unforeseen events is crucial for ensuring continuity and stability. One of the most effective tools for achieving this is a buy-sell agreement.
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Can My Personal Representative Be Removed?Can your personal representative be removed if your family isn't happy with how they are managing your estate?
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Am I Entitled to My Spouse's Business When They Die?At the intersection of estate planning and business law lies the situation where your spouse dies and you need to figure out whether you inherit the business.
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Why is a Pet Trust Important?If you've got pets, you should understand why a pet trust may be an important document in your estate plan.
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Guest Post: The Impact of Data Governance on Small Business Innovation and GrowthIn today's digital-first environment, your small business is not just competing on products or services but also on how effectively you can manage and leverage data
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What Happens to My LLC if my Business Partner Gets Divorced? Check the Buyback ProvisionOne crucial aspect of an Operating Agreement for an LLC that often gets overlooked is the buyback provision for an owner's interest, especially in a divorce.
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Why You Shouldn't Put Your Will in a Safe Deposit BoxAlthough many people think a safe deposit box is the best place to keep documents safe, when it comes to your will, it's not the best place to store it.
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What Are Corporate MinutesThese records are not merely a formality; they play a pivotal role in ensuring legal compliance, maintaining transparency, and safeguarding the interests of the company and its stakeholders.
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What is a FERPA Release form?When your child turns 18 & heads off to college, they legally become adults and an essential document that often goes overlooked is the FERPA release.
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Nobody Wants to be the Executor of an EstateEven though you may be nominated as the executor of an estate, you may not want to be and you may be able to decline as well.
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How Frequently Should I Update My Will?It's commonly recommended that you update your will every 3 to 5 years.