09/17/2019 - 6 Key Considerations for Passing Down a Family Business
09/13/2019 - The Real Cost To Your Family of Failed Estate Planning: Not Updating Your Plan
09/10/2019 - How to Attract Stellar Employees for Your Small Business
09/06/2019 - Why You Need To Add a ‘When I Die’ File to Your Estate Plan
09/03/2019 - Can Your Small Business Write Off Bad Debts?
08/30/2019 - Got a ‘Blended Family’? Learn From Tom Petty’s Mistakes: His Daughters and Widow Are Now Locked In Bitter Battle Over His Estate
08/27/2019 - What Small Business Owners Should Know about Business Credit
08/20/2019 - The Real Cost To Your Family: Having No Estate Plan At All
08/20/2019 - Record Keeping for Your Business: What's Required?
08/15/2019 - Cybersecurity: Protecting Your Business
08/06/2019 - The Real Cost To Your Family: Relying On A Will Alone
07/22/2019 - 3 Warning Signs of a Financial Scam
07/19/2019 - The Real Cost To Your Family: Not Planning For Incapacity
07/15/2019 - 7 Events That Necessitate a Review of Your Estate Plan
06/28/2019 - Appoint a Guardian to Keep Your Kids In Safe Hands At All Times
05/22/2019 - 4 Critical Estate Planning Tasks to Complete Before Going on Vacation
05/22/2019 - Ensure the Security of Your Senior Parents' Identity and Financial Assets
05/08/2019 - LLC Operating Agreement: Is a Non-Compete Clause Necessary?
05/08/2019 - Power of Attorney - What is it and Is it Enough?
05/01/2019 - Alert: If This Language Is In Your Trust, Your Spouse Could Be Screwed Over When You Die … Check Your Plan Today!
05/01/2019 - Transferring LLC Membership Interests Part 3—Involuntary Transfers
05/01/2019 - Should I Pay Off My Mortgage Now or Save More Money?
04/26/2019 - Are You Leaving Your Retirement Account at Risk Due to Poor Planning?
04/19/2019 - Can I Benefit from a Reverse Mortgage?
04/19/2019 - Transferring LLC Membership Interests Part 2—Voluntary Transfers
04/12/2019 - Transferring LLC Membership Interests Part 1—An Overview
04/12/2019 - When Is the Purchase of Long-Term Care Insurance Worth It?
04/05/2019 - Family Financial Traditions
04/03/2019 - Saving What Matters: 12 Must-Have Items To Pack in Your Go-Bag
03/27/2019 - Managing the Money Aspect of Your New Business: It’s Easier Than You Think
03/27/2019 - Don’t Let Your Elderly Parents Become Victims of the Grandparent Scam
03/20/2019 - Is Your Family “Too Young” to Need an Estate Plan?
03/20/2019 - How These Common Assets Can Affect Your Financial Aid Eligibility
03/13/2019 - Making an S Corporation Election as a Married Business Owner
03/13/2019 - Ashes to Ashes, Dust to...Diamonds? Creating an Ever-Lasting Memorial Through Science
03/06/2019 - The Pros and Cons of Prenuptial Agreements
03/06/2019 - 4 Social Media Mistakes that May Put Your Company’s IP at Risk
02/27/2019 - Can Your Business Survive the Loss of a Key Person?
02/27/2019 - What Women Need to Know About Estate Planning
02/20/2019 - I Don’t Have Kids, So Why Do I Need Estate Planning? Part 2
02/20/2019 - Does an Employee Handbook Create a Contractual Obligation?
02/04/2019 - I Don’t Have Kids, So Why Do I Need Estate Planning? Part 1
01/28/2019 - Community Engagement and the “Good Guy” Escape Hatch
01/28/2019 - 4 Estate Planning Must-Haves for Unmarried Couples—Part 2
01/25/2019 - 4 Estate Planning Must-Haves for Unmarried Couples—Part 1
01/25/2019 - Dementia and Guns: A Tragedy Waiting to Happen
01/21/2019 - How to Make Your First Million by Age 40
01/21/2019 - Stay in Control: Good LLC Governance
01/14/2019 - Don’t Forget to Include Your Digital Assets In Your Estate Plan—Part 2
01/14/2019 - When Something is NOT Better Than Nothing—Part 2
01/13/2019 - Use Estate Planning to Enrich Your Family With More Than Just Material Wealth
01/01/2019 - 3 Deadly Sins of Retirement Planning
01/01/2019 - When Something is NOT Better Than Nothing—Part 1
11/09/2018 - Business Trademarks: What’s Really in a Name?
11/09/2018 - Don’t Forget to Include Your Digital Assets In Your Estate Plan—Part 1
11/02/2018 - How to Fix Errors in Your Credit Report
10/26/2018 - I’m Starting a New Business - Should I Use an LLC (Taxed as a Partnership) or an S Corporation?
10/26/2018 - Questions and Answers About Personal Liability Umbrella Insurance
10/19/2018 - 5 Steps to Take When Winding Down Your Business
10/12/2018 - Robin Williams’ Family Fight Over Personal Property Not So Funny
10/05/2018 - To Live a Happier life, Start Thinking About Death Now
09/28/2018 - Is Your Living Trust Really Going to Work For the People You Love?
09/28/2018 - Who Should Khloé Kardashian Choose as Legal Guardian For Her Child—One Instance Where ‘Keeping Up With the Kardashians’ Might Be A Good Idea
09/21/2018 - 6 Key Steps For Conscious Co-Parenting: Part Two
09/21/2018 - Reasons to Establish a Trust (and Being Rich Isn’t One of Them)
09/14/2018 - What Happens to Your Facebook Account When You Die?
09/14/2018 - 6 Key Steps For Conscious Co-Parenting—Part One
09/07/2018 - What Happens if You Die Without a Will?
09/07/2018 - Unintended Consequences from the Case of the Missing Will
08/31/2018 - Aretha Franklin Dies Without a Will and Leaves Her Family to Deal With Court and Conflict
08/31/2018 - The Ins and Outs of Collecting Life Insurance Policy Proceeds
08/24/2018 - How and When to Talk to Your Children About Money
08/24/2018 - Could an AMBER alert save your child?
08/17/2018 - The Basic Estate Planning Task EVERY Adult Needs to Review Today
08/17/2018 - The Key Differences Between Wills and Trusts
08/10/2018 - How to Protect Family Heirlooms From a Family Feud
08/10/2018 - Before Your Kids Leave For College, Make Sure They Sign These Documents
08/03/2018 - Suze Orman Says This Is the Age You Should Retire—Not a Month or Year Before (and Here’s What She Misses)
08/03/2018 - 3 Key Benefits of Conscious Uncoupling
07/27/2018 - 4 Warning Signs Your Elderly Relative May Be the Victim of Financial Abuse
07/20/2018 - Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2
07/20/2018 - Why Everyone Needs an Agent
07/13/2018 - Asset Protection: When a Will Won’t Work
07/13/2018 - Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 1
07/06/2018 - 6 Steps to Select and Name the Right Guardians for Your Children—Part 2
07/06/2018 - Why Inheriting in Trust is a Must
05/11/2018 - Donate Appreciated Assets to Charity Instead of Selling Outright For Tax and Income Benefits Using a Charitable Remainder Trust
05/04/2018 - The GDPR—What It Is, Who It Impacts, and How to Comply
05/04/2018 - 6 Steps to Select and Name the Right Guardians for Your Children—Part 1
04/27/2018 - 4 Reasons Why an Entrepreneurial Retreat is Just What You Need Right Now
04/27/2018 - Estate Planning Tips for Ensuring Your Pets Are Properly Cared For
04/20/2018 - Think Your Corporation or LLC Totally Protects You from Personal Liability? Think Again
04/20/2018 - Choosing the Right Life Insurance Policy
04/13/2018 - 4 Vital Legal Agreements All Startups Should Have in Place
04/13/2018 - Estate Planning Mistakes Seniors (Including You or Your Parents) Can’t Afford to Make
04/06/2018 - What Will the New Tax Law Mean for Your Business?
04/06/2018 - Wellness Programs Boost Employee Health and Happiness—and Your Bottom Line
04/06/2018 - Same-Gender Couples Still Face Legal Challenges Over Parental Rights—But Protections Via Estate Planning (Outside of Adoption) Are Available
03/30/2018 - What to Expect From (and How to Prepare For) an Initial Estate Planning Meeting with Your Family Startup Lawyer™
03/30/2018 - 4 Intellectual Property Myths Business Owners Should Be Aware Of
03/23/2018 - 5 Common Estate Planning Mistakes and How to Avoid Them
03/23/2018 - How to Deduct $5,250 of Your Adult Child's College Tuition as a Business Expense
03/16/2018 - Estate Planning Best Practices Gleaned from Famous Celebrity Deaths
03/16/2018 - 5 Tips for Securing and Protecting Your Clients’ Data
03/09/2018 - How Legal Planning Helps Build a Strong Blended Family
03/09/2018 - Could Your Email Form a Binding Contract?
03/02/2018 - 5 Types of Insurance Every Business Should Have in Place
03/02/2018 - How Will the New Tax Law Affect Your Family?
02/23/2018 - Guiding Your Children to Grow Through Failure - a Gift That Keeps on Giving
02/23/2018 - Thinking About Small Business Bankruptcy? First Consider These Important Factors
02/16/2018 - From Billions to Bust: How the Stroh Family Fortune Was Lost
02/16/2018 - Does Your Parent Need Help with Finances? Start Here
02/09/2018 - Three Health Care Documents You Need to Include in Your Estate Plan
02/09/2018 - 4 Key Elements of a Small Business Owner's Estate Plan
02/02/2018 - Do your family, friends or spouse see your business as a hobby and not a real deal business venture?
01/26/2018 - Confidentiality in Employment Investigations
01/26/2018 - Can Facing Your Death Actually Increase Happiness During Life?
01/19/2018 - How Your Legal and Financial Decisions Can Impact Your Marketing for the Better (or the Worse) In the Eyes of Your Prospective Customers and Clients
01/19/2018 - How to Protect Real Estate Assets
01/12/2018 - The Perfect Solution for Choosing Your Child's Guardian
01/12/2018 - How to Discipline or Fire Employees the Right Way
12/29/2017 - Think Your 401(k) Is Flexible? 6 IRA Benefits Your 401(k) Doesn’t Have
12/29/2017 - The Top Stressors of Business Ownership and How to Manage Them (Without Freaking Out)
12/22/2017 - Protecting Your Small Business from Cybercrime
12/22/2017 - How to Incorporate Family Values in Your Estate Planning
12/15/2017 - Promoting Your Business on Social Media? Here’s How to Protect Your Reputation Online
12/15/2017 - 4 Cryptocurrency Risks and Scams and How to Navigate Them — Part 2
12/08/2017 - Business Owners May See Potential Windfall from New Tax Bill
12/08/2017 - New Bill is Potential Game Changer for Your Family's Tax Strategy
12/01/2017 - 4 Cryptocurrency Risks and Scams and How to Navigate Them — Part 1
11/24/2017 - The Downsizing Generation: How to Handle a Surplus of Stuff When a Loved One Ages
11/17/2017 - The Pitfalls of DIY Wills: Lessons Learned from a Florida Probate Case
11/10/2017 - A Duty Checklist for The Trustee of A Trust
11/10/2017 - Six Steps to Selling Your Business
11/03/2017 - Is Your Business Facing Any of These Legal Landmines?
11/03/2017 - Tax Benefits of Buying a Second Home
10/27/2017 - When Is It a Good Time to Incorporate?
10/27/2017 - The Ten Richest Families in America and Their Rise to Riches
10/20/2017 - Estate Planning Tips for the Owner-Dependent Business
10/20/2017 - How to Ensure Your Pets Are Protected and Well-Cared For in the Event of Your Death or Incapacity
10/13/2017 - Weathering the Storm: How Families Can Plan for Natural Disasters
10/13/2017 - How to Find the Right Liability Insurance Policy for Your Business
10/06/2017 - Easy Mistakes to Avoid When Passing Assets to Your Child
10/06/2017 - Taking That Leap: How Emotional Intelligence Can Create Business Success
09/29/2017 - Lessons In Business Success from the World of the Best Family Businesses
09/29/2017 - Is California’s New Transfer on Death Deed a Safe Alternative to a Living Trust?
09/22/2017 - Financial + Legal Planning for Unmarried Couples: Should you Legally Marry or Not?
09/21/2017 - How to Scale Your Business for Sustainable Success
09/15/2017 - Five Clauses Every Partnership Agreement Needs
09/15/2017 - What to Do With Surplus Cash: Pay Down Debt, Spend or Invest?
09/08/2017 - Virtual Currency and Your Business
09/08/2017 - Could an Out of Date Will Leave You Facing Eviction?
08/30/2017 - New Business Owner? Avoid These Common Startup Mistakes
08/30/2017 - Planning to Protect Your Assets
08/23/2017 - Small Business Financing at the End of the Brick and Mortar Era
08/23/2017 - Growing Family? Time to Audit Your Insurance Policies
08/16/2017 - Bitcoin, Ethereum, and the Blockchain - What Happens When You Die?
08/16/2017 - How To Be Successful At Business Succession
08/09/2017 - Think Your Salary Can Bring You Safely to Retirement? Think Again.
08/09/2017 - The Surprising Secret to Keeping Good Records in Your Small Business
08/02/2017 - Tax Lessons to be Learned from Celebrity Estate Plans
08/02/2017 - Avoid Business Litigation With These Six Steps
07/26/2017 - Five Reasons to Never Give An Outright Inheritance to Your Children - and What to Do Instead!
07/26/2017 - Writing Off Start-Up Costs
07/19/2017 - Commit To Your Estate Plan Before Committing To a Trip Away
07/19/2017 - Ten Common Money Pits Even Brilliant Entrepreneurs Fall Into
07/12/2017 - Why You Need to Update Your Estate Plan After These Life Events
07/05/2017 - How (and Why) to Disinherit a Child or Grandchild
06/28/2017 - Your Rights as the Parent of a Young Adult - What You Need to Know When a Medical Crisis Hits
03/22/2017 - Spring Cleaning For Your Legal and Financial Affairs
Scroll to top