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 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.
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What is an LLC Operating Agreement?An operating agreement is one of the foundational documents for an LLC.
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Do I Need a Will if I'm Single?Just because you aren't married doesn't mean you don't need a will. In fact, you probably need one even more than if you were married.
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Why a Business Should Have a LawyerMost businesses would benefit from having a lawyer, whether it's for lawsuits or for helping with transactions.
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Do I Need to File My Operating Agreement With My State?When you've created an LLC Operating Agreement, a common question is whether or not you need to file a copy of it with your state.
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What is the Difference Between a Will and Estate Planning?The difference between a will and estate planning is that a will is part of an estate plan.
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Corporate Transparency Act Reporting is Here!After months of speculation, the filing system for CTA filings is finally live.
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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.