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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CTA + BOI: Does my company qualify for the “Inactive Entity” Exemption??
At the beginning of the year, we discussed the new federal Corporate Transparency Act (“CTA”) that took effect on January 1st, 2024. (Check out that blog here!) In short, many small businesses and its owners were impacted and are required to submit Beneficial Ownership Information (“BOI”) reports. Noncompliance with the CTA may result in steep fines ($500/day + $10,000 for criminal fines), plus a…
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NEW SERIES! Are your gifts causing more harm than good? When generosity backfires…
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…
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PB Law Weekly Round Up! | What to Do (Today!) to Sell Your Business “Someday”…
Even if you’re nowhere close to thinking about retirement, there are things you can implement in your business right now to prepare for way down the road… * Bonus- for Law Firm Owners: building your firm with a goal to sell it someday
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…Guest Blog- Veterans’ Benefits Overview
Using Benefits, Managing Money: Financial Planning Information for Senior Veterans From deciding where to live to accessing healthcare, senior veterans have benefits and obstacles that many of the rest of us don’t. The trick is knowing how to navigate the good and the bad. Senior veterans have problems and advantages that are generally unfamiliar to…
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…Student Loan Debt: The Albatross of the Average College Student
Have you ever heard someone say that the best thing about an education is that nobody can take it away from you? As true as this statement is on its own, it is completely ignoring the fact that the very same irrevocable education can cost hundreds of thousands of dollars – plus interest. As of…
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