As we’ve all seen over the past couple of years, life can be truly unpredictable. At times, events occur that simply cannot be prevented or planned for–and for some, that unfortunately involves the passing of a family member without a will or with one that’s unclear. When this happens, our team is here to help and guide your family through probate. …
With taxes top of mind this time of year, I thought I would post some information regarding taxes and estate planning. Of course, a tax advisor is best able to discuss these strategies and should be your go-to resource for any questions, but I did want to share a basic overview of a few key considerations: Reviewing Asset Valuation and …
Just last week, I helped a client walk through some copyright issues and counseled her about avoiding litigation down the road. We discussed how easy it is to find yourself in the throes of a lawsuit. Whether you are a veteran business owner or just starting out, there are some key mistakes you can make that often lead to litigation. …
With many of my clients recently expressing the desire to bring on a business partner, I thought I’d reach out on the subject. If you find yourself ready for this next step, you’ll want to create a partnership agreement to streamline the business and mitigate potential problems down the road. Here’s a little bit about these agreements and why they are important. …
When you start a business, you have thousands of decisions to make. One of the most important is how you will classify your business legally. And while you’ve probably heard the terms floating around — sole proprietorship, partnership, LLC, and corporation — it’s crucial to understand the differences so you can choose the structure that works best for you. It …
Through my experience in the legal field, I’ve observed that the terms “business” and “commercial” litigation are often mistakenly used interchangeably. However, it is important to recognize that these terms refer to distinct areas of legal disputes, each with its own implications for your business. With that in mind, I am reaching out to provide a brief overview of the …
I wanted to share something important that often goes unnoticed during the excitement of a child turning 18 — a milestone that brings newfound independence. Did you know that once a child turns 18, parents and guardians no longer have automatic access to their medical, financial, and academic records? It’s a significant shift, but having the right legal documents in …
When it comes to estate planning, medical decisions are often overlooked until they become urgent. One important step you can take now is including a HIPAA authorization in your plan. Why it matters: A HIPAA authorization lets someone you trust access your medical info if you can’t speak for yourself. Without it, even close family members could be blocked from updates …
When it comes to medical care, having a plan in place ensures that your preferences are followed — even if you’re unable to communicate them yourself. A living will allows you to outline your health care decisions in advance, so your loved ones and doctors know exactly what you want in critical situations. It can provide clarity on treatments like …
October marks National Estate Planning Month, which makes it an ideal time to revisit your estate plan and ensure it still reflects your current wishes and circumstances. Even if your plan was thoughtfully created, life doesn’t stand still, and your documents shouldn’t either. Here are a few common reasons it may be time for a review: You’ve experienced a major life …
