Blog

Dec. 6, 2019

In the first part of this series, we discussed what effective bookkeeping looks like, and here we’ll provide a handful of bookkeeping best practices you can implement with your bookkeeper.

Nov. 26, 2019

Who wants to think about estate planning over the holidays? I do, and I must, because, as an Estate Planning Attorney, it is my job to ensure families are protected and kept out of court and out of chaos.

Nov. 14, 2019

Money is the lifeblood of your business, and arguably no member of your team does more to support you with the management of your cash flow than your bookkeeper. In fact, the very first team member you hire should be a bookkeeper—and that person should not be you.

Nov. 7, 2019

Here, we describe the next steps in the process.Taxes are a thorn in just about every entrepreneur’s side. Indeed, taxes are your single biggest business expense. That said, it’s fairly easy to reduce the amount of sting taxes cause—but you do have to be proactive.

Nov. 4, 2019

Committing to a conscious divorce means protecting your children from end-of-marriage related trauma. When the marriage ends in a cooperative manner, divorce can be transformed from a contentious event into one that can inspire healthy growth.

Nov. 4, 2019

When you first realize that your biggest personal and business expense—bar none—is taxes, it can come as quite a shock. Seeing so much of your hard-earned money wind up in the government’s hands can feel like a shakedown. Yet focusing a relatively small amount of time and effort into strategically reducing your taxes can pay major dividends.

Oct. 30, 2019

If this article exposes any potential gaps or weak spots in your plan, meet with a Personal Family Lawyer to learn how to properly address them.

Oct. 23, 2019

When you have a family member with special needs, it is important to understand that your estate planning strategy is unique and requires the assistance of an attorney experienced in creating Special Needs Trusts.

Oct. 16, 2019

Following the death of the policy holder, the way in which proceeds from a life insurance policy are paid to the beneficiary (or beneficiaries) is known as the settlement option. And you might be surprised to learn that there are a variety of settlement options available besides the most common method—a lump-sum payout

Oct. 7, 2019

When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings it evokes, not the thing itself.