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How to Talk to a Loved One About Estate Planning

Estate planning rarely comes up in the course of regular conversation and if it does, it is usually involves what has happened to a celebrity’s fortune after his or her death.  The distance is safe, so the conversation can take place. But what if you need to discuss estate planning with a loved one –…

Why Estate Planning Matters for Small Business Owners

If you’re a small business owner, you undoubtedly spend countless hours juggling bills and balancing your books, not to mention all those extra hours you spend worrying about the future of the little business venture that grew and grew during the “good old days” before the recession that slammed small businesses. In fact, you’ve been…

“For Old Friends of their Fathers”

One of my favorite books is the “Celestine Prophecy.”  One of the books my dad told me to read.  Much of what I liked about it was the idea that everything is connected to everything else, and that we don’t have to settle in life for coincidences. I bring this up because in the past…

Why You Should Get Your Kids an Estate Plan

We are fairly certain the last thing your 18-year-old kid is thinking about is an estate plan.  And you are probably not thinking about one for them either, but you should be.  Here’s why:  once your child turns 18, you are no longer entitled to know about their medical records or make decisions about their…

Meeting the Business Compliance Requirements: Internal and External

Have you thought about if your business is meeting the compliance requirements? The end of the year is coming up sooner than you think, have you thought about if your business is meeting the compliance requirements? Do you know what corporate formalities you must maintain for your business? Well, you have come to the right…

Commercial Landlord: Things You need to know

How to protect yourself from costly surprises and unwelcome litigation Leasing commercial property brings a whole range of considerations that never muddy the waters when you’re renting to residential tenants. For a start, the stakes are much higher and the amount of expense you can incur from an unreliable tenant can be astronomical. Knowing your…

Estate Taxes in Trump’s America

Donald Trump has proposed a radical tax reform agenda for his presidency. Part of this reform is his intention to repeal the estate tax. For some people, this will be a considerable change with significant repercussions. But, because more changes to the tax code are anticipated, high-net-worth families should consider what this change could mean…

“I’ll let you be the Judge”

I was at a sushi restaurant the other night. It was crowded, and I was only there because I wanted traffic to die down before I began a long drive home.  So I sat at the bar and just ordered some food. As I was waiting for my order, a guy walks up to the…

Estate Planning Lessons From ‘Manchester by the Sea’

A friend recommended that my wife and I watch “Manchester by the Sea” so, of course, it somewhat took an act of God to find night coverage for Jiya, finally slip out of the house, and go watch a movie.  That alone was memorable, sadly enough.   But the movie stung hard, and really hit…

6 Smart Ways to Legally Help Reduce Your 2017 Taxes

Growing your business doesn’t have to mean growing your legal matters too Growing your business doesn’t have to mean growing your legal matters too. Pretty much all of us would like to keep as much money as we can and not have to worry about tax deductions every year. Just as Albert Einstein said, “the…

Estate Planning Essentials for Parents

A comprehensive estate plan can protect the things that matter most. For many, this means their property and their family. Including provisions for the care of your children in your estate plan is essential for peace of mind. But many parents struggle with including such provisions as naming a legal guardian for their child in…

Estate Planning Considerations for Non-U.S. Citizens

  There are many reasons why people do estate planning. The most common reason is to avoid probate and to make sure your assets go to your loved ones after you die, instead of being seized by the courts. But there is another reason why some people must do estate plans and it has to…

New Laws Business Leaders Should Know in 2018

Are you updated on 2018 laws as a business leader? Just as death and taxes are certainties, so are annual changes to laws and regulations governing businesses. This year is no exception. Most of the changes to the 2018 laws governing businesses occurred at the state level, but there were some significant changes that also…

(Re)Defining Family: Estate Planning for the Post-Nuclear Family

Blended families, unmarried couples, assistive reproductive technology (ART) and same-sex unions and marriages challenge the traditional concept of “family” as it’s been known for legal purposes up until now. Significant changes in the way we define family culturally means more families are left without the valuable protection they need, in the event of a death…

“A 50% Chance”

So, no matter how hard I tried to stop her from growing up, our baby girl turned 2 this past week.  In two years, she’s come a long way: she’s mastered the word ‘no’ ; she role plays and does impersonations; and when she really wants me to work for it, she’ll refer to me only by my first…

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