What You Should Expect From An Effective Bookkeeper—Part 2

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. It can be easy to overlook the vital role ...

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The Real Cost To Your Family: Holiday Travel and Having No Estate Plan At All

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. I don’t want to be a bummer over the ...

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What You Should Expect from An Effective Bookkeeper—Part 1

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 ...

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Save Big Money On Your 2019 Taxes—Part 2

In the first part of this series, we discussed the initial steps for saving big on your 2019 taxes. Here, we describe the next steps in the process.  Taxes are a thorn in just about every entrepreneur’s side. Indeed, taxes are your ...

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6 Key Steps For Conscious Co-Parenting

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. In ...

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Save Big Money On Your 2019 Taxes—Part 1

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 ...

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The Real Cost To Your Family: Having No Estate Plan At All

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.  When it comes to putting off or refusing to create an estate plan, your mind can concoct all sorts ...

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Protecting Your Child with a Special Needs Trust

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. If an inheritance is left directly to ...

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Save Big Money On Your 2019 Taxes

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 ...

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Understanding Your Life Insurance Settlement Options

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 ...

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Use Estate Planning to Ensure Your Legacy Doesn’t Get Erased

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 ...

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New Bill Stands to Dramatically Alter Worker Classification in California—and Potentially the Entire Nation

State legislators in California recently passed a controversial new bill that requires many companies like Uber and Lyft, which rely primarily on independent contractors, to reclassify their contractors as employees. The bill, known as Assembly Bill 5 ...

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