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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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.
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What is a Severability Clause in a Contract?There are usually a set of clauses at the end of each contract and before you skip over them, make sure you' know what they all mean.
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Can My Church Be My Beneficiary?If you'd like to leave a gift to your church in your estate plan, there are two main ways to do it.
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Does My Business Need Key Person Insurance?If you run a business that is dependent upon you to survive, you should explore whether key person insurance is a good addition to your financial portfolio.
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What is the Main Purpose of a Living Will?When it's time to create an estate plan or update the one you've already got, it's important to understand the documents and how they work with one another.