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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July 2020 NewsletterSome lessons learned from my first jobs as a tennis and ballroom dance instructor.
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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 …
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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.
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June 2020 NewsletterSome of our favorite summer adventures and activities.
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My Personal Planning Essentials ChecklistI'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.
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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.
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Now is a Good Time to Check Your Beneficiary DesignationsIf 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.
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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.
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Independent Contractor Agreements: Now Is A Great Time To Use Them...With all of the economic uncertainty, now is a great time to use independent contractor agreements to help your business continue to operate.
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May 2020 NewsletterMy lifelong connection to tennis and how it helps relieve stress.
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A Business Conundrum: Can my Business Function When I'm Gone?A common conundrum faced by businesses is what happens if the owner has an emergency. A business needs systems and legal documents to avoid a disruption.
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5 Strategies for Your Business to Adapt, Pivot or Stay the Course5 strategies your business can use as you navigate this uncertain business climate. Each one has its own benefits - which works best for you?