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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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.
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Probate Court and Your PrivacyProbate Court filings are public and it's important to understand the implications for the privacy of your legacy when you die.
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Why Do You Need Probate?It's important to understand why you need probate so that you can understand how assets are distributed after someone dies.
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Can I Give My Children an Early Inheritance?You don't have to wait until after you're gone to leave behind your legacy, but there are pro's and con's to consider before you do so.
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6 Retirement Account Mistakes to Avoid for Your Estate PlanIt's important to balance your retirement account planning with your other estate plan documents to take advantage of all the planning methods available.
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What Happens if my LLC Doesn't Have an Operating Agreement?Although most states don't require an operating agreement, it's an incredibly important document for your LLC that you should not overlook.
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The Estate Tax Sunset in 2026With the upcoming sunset of the estate tax exemption on Jan. 1, 2026, it's important to consider this while creating your estate plan.
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Mediation Before Lawsuits - Should You Do It?In many cases, you will be asked to go to mediation as part of a lawsuit, so should you consider doing it before a lawsuit is filed?
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5 Tips for Your First WillIf you've never created a Will before, here's five quick things for you to consider.