05 Jun Selling Your Business? You Need to Ace Due Diligence First

Posted at 10:49h in Business Planning, Business Succession, Estate Planning, Trusts

Picture this: You’ve received an offer from a potential purchaser to buy your business. They’ve sent you a letter of intent and you’re floored by the offer. The purchase price is...

28 May Why Your Living Trust Might Fail

Posted at 13:37h in Estate Planning, Financial Protection, Trusts, Wills

The Critical Importance of Proper Funding “I couldn’t believe my father paid $4,000 for a trust that didn’t work.” I still remember my friend, Amy’s, words as she told me her heartbreaking...

30 Apr Myth: All I Need is a Will

Posted at 12:28h in Estate Planning, Financial Protection, Trusts, Wills

Looking into estate planning leaves many with information overload. You’ve probably heard that “everybody” needs a will. You may have even heard that “estate planning” is important for your family. But what does...

18 Apr Is Your Customer Agreement a Strength or Liability?

Posted at 10:17h in Business Planning, Business Succession, Estate Planning

“I’ve got a big problem.” Jen was out of options. Her customers had always paid on time or close to it. But lately, more customers have been delaying payment. She didn’t...

23 Jan Why a Will is Not Enough

Posted at 08:14h in Estate Planning, Trusts, Wills

You've always been told, "Everyone needs a will." But what if I told you there's more to the story? Sure, having a will is better than nothing, but it's not...

09 Jan How You Can Really Protect Your Family This Year

Posted at 06:00h in Estate Planning, Financial Protection

New Year, New You? With the holidays over and 2024 getting into gear, how do you feel about the road ahead? Did you make any resolutions? Get to the gym more? Eat...

Happy gathering, important conversation during Holiday season

06 Nov Why You Shouldn’t Skip the Most Important Conversation This Holiday Season

Posted at 20:07h in Estate Planning, Trusts, Wills

A Fleeting Opportunity You might be wondering, why bring up such a serious topic during the holidays? When other topics like politics and religion have exhausted themselves (or as a way to...

31 Oct Considerations When Choosing A Trustee

Posted at 09:00h in Estate Planning, Financial Protection

Choosing a trustee for your estate is a crucial decision when establishing a trust. A trustee plays a pivotal role in managing the trust assets, ensuring your wishes are carried...

17 Oct How Your Divorce Can Sink Your Business

Posted at 08:50h in Business Planning, Estate Planning

Marissa and Garrett owned a successful real estate management company. They partnered up after years working together in a larger corporation. It was a fantastic fit: Marissa’s knowledge of the local...

27 Sep ChatGPT is My Lawyer

Posted at 13:57h in Business Planning, Estate Planning

“I’ve got a big problem. My business got revoked by the State of New Jersey.” Suzanne was stressed and clearly frazzled. She got a notice from the state but it was dated...