Estate Planning Decisions Come From The Heart
I was recently asked to “submit my elevator pitch” in writing for a networking group. This is what I usually […]
One Client’s Story
“Without goals, and plans to reach them, you are like a ship that has set sail with no destination.” –Fitzhugh Dodson […]
The Top 7 Ways The New Tax Law Could Affect Your Startup
This article first appeared on Forbes. On December 22, 2017, President Trump signed the Tax Cuts and Jobs Act of […]
Families Belong Together
The core of my business is working with parents to protect their children. Some of my clients are wealthy and […]
Why Are Generations So Different At Work?
Our work ethic, trust and commitment are developed during our formative years. We learn these traits from our parents, teachers, […]
Don’t Unintentionally Disinherit Your Child
Leaving Your Assets to a Trusted Adult to Care for Your Child is a Mistake I recently met with a […]
How to provide for loved ones who cannot or should not inherit from you
Loving people can mean taking good care of them, taking responsibility for them. In some estate-planning situations, the responsible thing […]
Trouble in Trump Times
“Know thy self, know thy enemy.” Sun Tzu I recently finished a trial where the defendant admitted to running a […]
Challenges lawyers face, and how the attorney action club can help you meet those challenges.
As I help attorneys grow their firms, there are certain obstacles I’m sure you’ll recognize: Feast or Famine: I’ve just […]
Lawyers: What’s Your Number One Referral Source?
Who is your number one referral partner? The likely answer is another lawyer. It may be counterintuitive, but we are […]
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