Understanding your legal rights doesn’t need to be a complicated task. Learn what you need to do to create an effective estate plan or safeguard your small business by reviewing my free article library. To learn how I can help with your specific concerns, contact my office to request a free consultation.
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November 2020 Newsletter Memories of past Thanksgivings as we get ready to celebrate a strange, COVID Turkey Day in 2020. -
October 2020 Newsletter How cooking can be a relaxing way to wind down your day. -
September 2020 Newsletter Something as simple as a quick journal entry in the morning can help get things going in the right direction for the day. -
August 2020 Newsletter Meet my friend Tony Rubin, an outstanding financial advisor. -
July 2020 Newsletter Some lessons learned from my first jobs as a tennis and ballroom dance instructor. -
What is a Corporate Dissolution? Corporate Dissolution is an imposing term if you don’t know what it means. I’ve sat down with many clients who have received a lawsuit for corporate dissolution and are worried. They’ve never heard the term before and have no idea what to do next. The law is different in each state, but there are some … -
Essential Documents: Do I Need a Will or a Healthcare Power of Attorney? There are plenty of good lists of essential documents out there and healthcare power of attorneys and living wills should be part of your estate plan. -
June 2020 Newsletter Some of our favorite summer adventures and activities. -
My Personal Planning Essentials Checklist I've created a short checklist of important information to keep with your estate plan documents. It's important your loved ones know who to contact. -
When Should I Meet With My Financial Planner or Wealth Advisor? In addition to your annual meetings with your financial planner, after you have created or updated your will, it's a good time to check in with them to make sure that your financial goals are aligned with your estate plan. -
Now is a Good Time to Check Your Beneficiary Designations If it's been a while since you signed your will, now is a good time to check your beneficiary designations on your accounts. Rather than wait for a life event to scare you into action, now is as good a time as any to see what you have in place. -
Partnership Agreements: What Needs to be in the Document? Partnership Agreements are important for your business. Make sure yours has the provisions so that your company doesn't end up in an expensive lawsuit.