Contact us
855-239-8015

Blog

digital assets and your estate plan

digital assets and your estate plan

Digital assets are an increasingly important part of our lives. However, when it comes to estate planning, these items are most often overlooked. I recently read an article published by Fidelity on this topic. I would commend this article to everyone, whether you are a Fidelity client. It is free to read and contains useful […]

Read More

Hamilton and Madison, friends turned enemies, and how their Constitutional brilliance protects us today

Hamilton and Madison, friends turned enemies, and how their Constitutional brilliance protects us today

James Madison and Alexander Hamilton were once close political allies, who then turned into bitter rivals.  But their wondrous Constitution and the government it formed continues to function quite well today, even amid partisanship and extreme political views.  In truth, the wonder of the Constitution is actually more apparent more than two centuries after the […]

Read More

Secrets of “THE LAW”

Secrets of “THE LAW”

If you meet an attorney claiming to know THE LAW, find a different attorney.   There are many misconceptions in the world of lawyers and law stuff.  A great many.  One of the most prominent is the mistaken belief that just because someone has a law degree and has passed a bar exam that person knows “THE […]

Read More

Asset Protection for Business Owners: some basic ideas

Asset Protection for Business Owners: some basic ideas

The most frequent questions I receive from business owners relate to asset protection. Common sense and a little extra care can do wonders to provide significant protections for the business owner and the business. I was recently contacted by a business owner regarding these things–namely, asset protection for himself and his business. He wanted to […]

Read More

Oakley sunglasses and related life lessons

Oakley sunglasses and related life lessons

I once paid a lot of money for Oakley sunglasses.  At the time, it seemed like a foolish purchase. However, those sunglasses have proven to be perhaps the best investment I have made. There are important life lessons related to my Oakley sunglasses. I never told my wife how much I spent on those sunglasses, so I’m […]

Read More

Friday Humor

Friday Humor

I’m not really a cat person, but this one is ok…

Read More

Piercing the Corporate Veil is the exception to the rule

Piercing the Corporate Veil is the exception to the rule

Legal liability protection is one of the main reasons for corporate entities.  In most instances, these legal entities insulate owners from legal liability. While there are often tax, accounting and other important reasons for corporations and LLCs in a business or investment setting, at the very top of any list of reasons to establish and properly maintain […]

Read More

McDonald’s and the emergency room–what they have in common; but also why you will never see drive-through brain surgery

McDonald’s and the emergency room–what they have in common; but also why you will never see drive-through brain surgery

What do the hospital emergency room McDonald’s have in common? Answer: on-demand access. In this era of on-demand services, along with all-access TV and movie resources and all the other things instantly accessible via the internet, we sometimes find that clients and customers have unrealistic ideas about similar on-demand access to professional services.  Some people […]

Read More

Should you update your trust?

Should you update your trust?

If you already have a trust, you should be commended for your wise planning. However, as time passes and laws change, it makes sense to review and update your trust to ensure that it remains consistent with your goals. I spend a significant amount of my time each week reviewing legal documents drafted by other attorneys (and sometimes […]

Read More

You have enough time (we all do)

You have enough time (we all do)

We tend to find time (i.e. make time) for things we value. That which we consider important gets our attention (and time), often at the expense of other stuff. I have been doing a lot of business travel lately and in the course of those travels, I was reminded of the resource of TED talks. […]

Read More