Let’s talk tariffs. Yep—those taxes on imported goods that made headlines a few years ago during the Trump administration. While they may sound like a topic reserved for economists and politicians, tariffs have had some very real, very tangible effects on everyday Americans—and could still be contributing to broader economic uncertainty today. Wait—Remind Me What…
Continue reading…Category: Organization
How Much Does an Estate Plan Cost???
How Much is a Living Trust? How Much is a Will? How Much does an Estate Plan run? We get a variations of this question – a lot. As much as we’d love to give you a simple answer, our response is the typical “lawyer” answer: “It depends…”. We can’t tell you without talking to you about…
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When Generosity Backfires… Are your gifts causing more harm than good?
As an estate planner, I deal with lots of generous, kind folks with very big hearts (and sometimes, big wallets to match). That’s not always the case- sometimes clients have a more modest estate that belies their generous spirits. In this series, I’m offering a weekly Q&A to outlines some mistakes I’ve seen my generous clients…
Continue reading…Coronavirus Legal Advice: Get Your Business and Estate in Order Now
By H. Dennis Beaver for Kiplinger Click here to learn more and read more articles from the author. Estate planning attorneys are getting mobbed with questions. So, here is some timely advice from three attorneys on what families and business owners should be doing to prepare in case the unimaginable happens. The stock market has…
Continue reading…Why a HIPAA Release May Be the Most Important Document in Your Estate Plan
Happy New Year! As we welcome 2020, I find that as an estate planning attorney, my calendar quickly fills up with consultations for potential new clients eager to “get organized” and/or to “get their affairs in order.” Individuals & families seem eager to get a positive start in the New Year and seek expert advice…
Continue reading…Don’t fall into the trap of a “Quick” and “Simple” Estate Plan!
Beware of “Simple” Estate Plans “I just need a simple will.” It’s a phrase estate planning attorney hear practically every other day. From the client’s perspective, there’s no reason to do anything complicated, especially if it might lead to higher legal fees. Unfortunately, what may appear to be a “simple” estate is all too often…
Continue reading…This Labor Day, Think Like a Boss…
Entrepreneurship & Starting Your Own Business In researching the origins of Labor day, this concise description offered by Wikipedia caught my eye: “It honors the American labor movement and the contributions that workers have made to the strength, prosperity, laws, and well-being of the country” …Wikipedia. This research really had me thinking about how the…
Continue reading…Procrastination & ALL of my LISTS…
Procrastination-Station. If you have ever taken a standard personality test and your results came back showing a high “I”, chances are that this article is for you. If you have no idea what I am referring to but feel a tinge of guilt at the mere mention of ‘procrastination’ then this article is also for…
Continue reading…Back to School Checklist #2: Get Your Estate Plan in Order
On last week’s blog, I shared some easy, practical tips on how to get organized prior to the upcoming school year (See Part 1 Here). Today, I’ve included some reminders & advice on how to get your estate plan in order, before your schedule fills up and procrastination sets in! Back to School Checklist #2: …
Continue reading…Back to School Checklist #1: Easy Tips to Get Your Life Together!
It’s hard to believe that the start of the school year is right around the corner (especially as it’s approx. 112 degrees right now in Las Vegas!). On this weeks’ blog, I’m sharing some practical back to school tips (Part 1) before school is back in session! Back to School Checklist #1: Easy Tips…
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