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Estate Planning Tips, Tricks, and Breaking News

Paying It Forward: How to Build Your Legacy Through Mentorship  

Paying It Forward: How to Build Your Legacy Through Mentorship  

sara / September 20, 2023
Paying It Forward: How to Build Your Legacy Through Mentorship   As a business owner, it can be easy to see an opportunity to mentor a young professional as a purely charitable experience. But mentorship can play a pivotal role in shaping your legacy when you approach it with the right...
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Got Intellectual Property? Include It In Your Estate Plan

Got Intellectual Property? Include It In Your Estate Plan

sara / September 20, 2023
Got Intellectual Property? Include It In Your Estate Plan   You don’t have to be a famous producer or household name to own intellectual property. If you create music, own a business, write stories, or build gadgets in your garage, you almost certainly have intellectual property. However, because intellectual property...
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4 Red Flags That Signal It’s Time to Part With a Bad Client

4 Red Flags That Signal It’s Time to Part With a Bad Client

sara / August 30, 2023
4 Red Flags That Signal It’s Time to Part With a Bad Client   Dealing with clients who bring more complications than benefits can be a burden on your business, causing undue stress and even a loss of revenue. However, breaking ties with such problematic clients can be a tough...
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Can You Rely on Legal Insurance for Your Estate Plan?

Can You Rely on Legal Insurance for Your Estate Plan?

sara / August 30, 2023
Can You Rely on Legal Insurance for Your Estate Plan?   As the need for affordable legal services becomes even more important in today’s world, it's common to opt for group legal insurance offered through your workplace benefits. These group insurance plans provide free legal assistance for a variety of...
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Is Your Business Making Any of These Simple Employment Mistakes?

Is Your Business Making Any of These Simple Employment Mistakes?

sara / August 16, 2023
Is Your Business Making Any of These Simple Employment Mistakes? As a small business owner, it's essential to consider potential legal pitfalls that come with managing a workforce. While payroll and workplace policies may seem like less consequential aspects of your business, team member complaints, and workplace violations are one...
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Don’t Send Your Kids Back to School Without These Documents

Don’t Send Your Kids Back to School Without These Documents

sara / August 16, 2023
Don’t Send Your Kids Back to School Without These Documents As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating legal guardians for your minor children. Legal guardians are the individuals you entrust with the care of your...
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Should I Operate as a Sole Proprietor or a Corporation?

Should I Operate as a Sole Proprietor or a Corporation?

sara / July 31, 2023
Should I Operate as a Sole Proprietor or a Corporation? As a small business owner, there were a lot of decisions you considered when you started your business, from what services to offer and where your business would be located, to what color your logo should be and what font...
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Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway

Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway

sara / July 31, 2023
Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you set off on your adventure, it's essential to ensure that your legal affairs are in order so you can fully relax during your...
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Passing the Torch: How to Inspire Your Kids to Take Over the Family Business

Passing the Torch: How to Inspire Your Kids to Take Over the Family Business

sara / July 17, 2023
Passing the Torch: How to Inspire Your Kids to Take Over the Family Business The dream of passing on your business to your children and witnessing the legacy you've built continue to flourish is a powerful one. However, inspiring your children to embrace the idea of taking over the family...
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Why “Just a Will” Is Never Enough

Why “Just a Will” Is Never Enough

sara / July 17, 2023
Why “Just a Will” Is Never Enough When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need anything complicated for their estate- just a Will. Indeed, Wills have a reputation as...
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How to Leverage Debt to Grow Your Business

How to Leverage Debt to Grow Your Business

sara / June 15, 2023
How to Leverage Debt to Grow Your Business Your business is your passion, your livelihood, and your legacy. You want to see it succeed and thrive, but sometimes that can be a difficult task. It requires a lot of resources to make your business grow - time, effort, and of...
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Create a Stronger Blended Family Through Estate Planning

Create a Stronger Blended Family Through Estate Planning

sara / June 13, 2023
Create a Stronger Blended Family Through Estate Planning Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended families. Currently, 52% of married couples (or unmarried couples who live together) have a step-kin relationship of some kind, and 4 in 10 new...
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Leaving Your Pet in Your Will Won’t Protect Them – Do This Instead

Leaving Your Pet in Your Will Won’t Protect Them – Do This Instead

sara / May 1, 2023
Leaving Your Pet in Your Will Won’t Protect Them - Do This Instead If you’re a pet owner, you know the special bond that exists between you and your pets, and to many pet owners, our furry friends aren’t just a pet - they’re a loved and important part of...
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Embrace the Future: How to Use AI for Your Small Business

Embrace the Future: How to Use AI for Your Small Business

sara / May 1, 2023
Embrace the Future: How to Use AI for Your Small Business As a small business owner, you wear a lot of hats and probably work a lot of hours to get it all done… and you still have a lot left on your plate. Until you're ready to hire on...
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Estate Planning Before You Travel: Why It’s Critically Important 

Estate Planning Before You Travel: Why It’s Critically Important 

sara / April 17, 2023
Estate Planning Before You Travel: Why It's Critically Important  Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or friend’s  company. But before you head off on your next getaway, there’s something else you should consider doing that might not...
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Why Every Business Owner Should Consider A Trust

sara / April 3, 2023
Why Every Business Owner Should Consider A Trust Trusts are often underused or misused tools for business owners, as they can provide a range of tax, asset protection, and succession planning benefits, when established and maintained in the right way. As a Personal Family Lawyer® with family business planning expertise...
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Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs

Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs

sara / April 3, 2023
Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs I know discussing topics like death, incapacity, and other potentially frightening life events, with someone like me,  an estate planning lawyer, may feel intimidating or even morbid. Take a  deep breath and relax… it doesn’t have...
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10 Small Business Bookkeeping Mistakes

10 Small Business Bookkeeping Mistakes

sara / March 23, 2023
10 Small Business Bookkeeping Mistakes Keeping your finances in order is crucial for the success of your business. Even if you're running a small operation, bookkeeping is a critical component that cannot be overlooked. While it may not be the most exciting task, it's important to ensure accuracy to avoid...
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Obtaining A Power Of Attorney For Elderly Parents

Obtaining A Power Of Attorney For Elderly Parents

sara / March 23, 2023
Obtaining A Power Of Attorney For Elderly Parents Making important decisions for aging parents can be a challenging task, but power of attorney (POA) can provide peace of mind and clarity in times of need. POA enables individuals to make crucial decisions on behalf of their parents, such as managing...
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What Needs To Be Included In A Client Contract

What Needs To Be Included In A Client Contract

sara / March 6, 2023
What Needs To Be Included In A Client Contract Client contracts, or agreements, refer to legal agreements between businesses and consumers. They help establish expectations for the individuals who use a business’s products or services. Additionally, they outline what customers can do if they have an issue with the product...
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