Posts tagged with "process"



Business · August 20, 2019
Good record keeping is not only important to help you monitor your business' details and progress, but it is also essential to protect you and your business from penalties, fines, and other legal actions. Read here to know some of the records your business may be legally required to keep. Consult with us if you have questions or if you need help navigating the maze of record-keeping requirements under local, state, or federal law.
Business · August 15, 2019
Proactive steps to guard against cyber attacks are not only important to protect your business’s financial welfare, but they are also necessary to avoid liability under data privacy laws. It is important for you to take steps to protect your business’s data, reputation, and customer and employee information. Read here some of the most important actions for small businesses to consider.
Estate Planning · July 22, 2019
Scammers view seniors as easy targets and nowadays, they use a wide array of sophisticated and highly effective tactics which even the most intelligent and educated can be duped. Be alert and protect your aging loved ones and yourself from such predators by knowing the three big red flags of financial exploitation we listed to safeguard your family's finances.
Estate Planning · July 19, 2019
Each of us is at constant risk of experiencing a devastating accident or disease that may leave us incapable of caring for ourselves & our loved ones. Temporary or not, such may render emotional trauma, or worse, financial loss. This is why incapacity planning is significant to ensure someone can take charge of your legal decisions in case you are incapacitated to keep your family out of court & out of conflict. Consult with an experienced lawyer like us to guide you in this decision making.
Estate Planning · July 15, 2019
No matter who you are, your life will inevitably change: families change, laws change, assets change, and goals change. In the absence of any major life events, it is important to review your plan annually to make sure its terms are up to date. There are several common life events that require you to immediately update your plan—that is, if you want it to actually work and keep your loved ones out of court and out of conflict.
Estate Planning · June 28, 2019
You might assume your close family and friends will take care of your children if anything ever happens to you, but everything won’t be simple and easy unless you prepare for it. Your family and friends would probably want to take care of your children, but it is not up to them to decide. If you did not appoint a guardian for your children, even a stranger could gain custody of your loved ones. Plan now so you could make certain that your children are never taken into the care of strangers.
Estate Planning · May 22, 2019
Traveling, especially in foreign destinations, means you’ll likely be at greater risk than usual for illness, injury, and even death. In light of this reality, you must have a legally sound and updated estate plan in place before taking your next trip. Read here the 4 critical estate planning tasks before going on vacation.
Estate Planning · May 22, 2019
It’s critically important to have the appropriate safeguards in place to reduce the risk of fraud and identity theft, especially for your senior parents. Because your parents are probably not as savvy about digital technology and may be losing some of their powers of discernment as they age, it’s quite likely up to you to help them protect themselves—and ultimately your inheritance.
Business · May 08, 2019
When starting a new business it is important to plan for the future while taking care of the present state of the business. You may not think a non-compete clause is necessary for your LLC but it can protect your company in many situations. Read here the importance of a non-compete clause.
Estate Planning · May 08, 2019
When it comes to powers of attorney, there are several options for granting decision-making authority in your life. Which option might be better for you depends on the situation and type of decision. Here are some things to consider when considering power of attorney.

Show more