Thought Leadership

– Legal Insights –

For many business owners, their business is one of the most valuable and important things they own. When it is time to sit down and create an estate plan, it is critical that business owners plan for their business just as they would plan for their home or finances. Effective...

Filter By:

  • Reset

A health care directive is a core document for an estate plan. My recommendation is if a person is over age 18 and has capacity, they should consider making a health care directive to appoint someone to make health decisions for them, and to give instructions on how they want...

What did you want to be when you grew up? A popstar, until I realized my singing was best saved for the shower. Prior to abandoning my musical ambitions all together, I tried out the saxophone. My abilities on a saxophone translated more to elephant noises than Charlie Parker. What...

Owning your own business or investment portfolio can be incredibly rewarding. However, to preserve the fruits of your labor and dedication, you must do everything you can to protect it. Whether you seek to protect yourself, your investments, and your family from taxes, creditors, or probate, a family limited partnership...

Protecting assets from liabilities and risks is a common concern for most of my clients. Lately, I have been having a number of conversations with people regarding how to protect assets. The risks causing concern often include lawsuits, divorce, bankruptcy and casualty losses. For each of these risks, there are...

Do not let constant political and financial speculation prevent you from making tax-free annual exclusion, medical-payment, and educational gifts to or for the benefit of your loved ones. Make Annual Exclusion Gifts Annual exclusion gifts are transfers of money or property in an amount or value that does not exceed...