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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My 2023 Book ListAs has become the yearly tradition, here's the list of books I read this year...
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Corporate Minutes for Small BusinessesCorporate minutes are a crucial aspect of maintaining legal compliance and transparency for small businesses.
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What Are The Reporting Company Exceptions under the Corporate Transparency ActAs January 1, 2024, approaches, you'll be seeing more information about the CTA, including what are the exceptions to the Reporting Company rules.
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Should Homeowners Insurance be in the Name of the Trust?If you've placed your home into a trust, make sure you are also updating your homeowner's insurance policy as well.
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What Happens When Two Siblings Own a Property and One Dies?If you own property with other family members, it's important to understand how the property is titled so you can figure out what happens if one of you dies.
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What Are Required Minimum Distributions?A Required Minimum Distribution (RMD) is an important term for you to understand as you approach retirement.
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Talking About Your Will at the HolidaysIt's not usually the topic you'll hear around the holiday table, but you should be ready to have the conversation if it comes up.
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What is the Corporate Transparency Act?If you've got a business or are getting ready to start one, you should understand whether the Corporate Transparency Act applies to your business.
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When Should I Update My Will?Depending on what's going on in life, it's important to know when you should be updating your will.
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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.