The Business Appraisal Helps Build Value While Protecting Your Equity and Invested Capital
The business appraisal is one of the most misunderstood documents used in business today. What it is, how it is […]
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 […]