Food for Thought

Monday, October 10, 2022

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 make- along with my recommended course-correct plan of action!

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Wednesday, October 5, 2022

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...


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Wednesday, April 27, 2022

Happiness Is...

The Atlantic’s In Pursuit of Happiness event kicks off on May 1st, 2022, to help people build more intentional and happy lives.
Read More & Learn How to Sign Up for Free -->


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Monday, March 16, 2020

Coronavirus Legal Advice: Get Your Business and Estate in Order Now (via Kiplinger)

Link to a timely Kiplinger article by article by H. Dennis Beaver on legal advice related to the Coronavirus situation...


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Thursday, January 2, 2020

Why a HIPAA Release May Be the Most Important Document in Your Estate Plan

Many presume the single essential document is a Will or Revocable Trust.
While a Will (or more importantly Trust) is critically important, the most important document may be one you haven’t heard of- the HIPAA Authorization...

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Monday, November 11, 2019

Guest Blog- Veterans' Benefits Overview

In honor of Veteran’s Day, this week’s guest blog is by Jim McKinley (www. moneywithjim.org) and covers some of the benefits available to Senior Veterans.

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Friday, October 18, 2019

Don't fall into the trap of a "Quick" and "Simple" Estate Plan!

“I just need a simple will.” It’s a phrase estate planning attorneys 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 rife with complications that, if not addressed during the planning process, can create a nightmare for you and your heirs at some point in the future.  
In this post, I go over some of the potential pitfalls & unintended problems that can arise from so-called "simple wills"...

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Friday, October 11, 2019

Student Loan Debt: The Albatross of the Average College Student

Student loans have become a necessary evil for many college students.  The increase of college tuition along with the rise of college attendance creates the perfect storm for more student loan debt. 
Why is this happening and why is the term, "crisis" used when discussing the issues involving student loans?

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Wednesday, October 2, 2019

The Three Types of Lawyers to Consider for Your Estate Planning

It seems that there are many options out there when choosing an estate planning attorney. 
This week, I give you three different types of lawyers you may come across when looking for right fit to protect your legacy!

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Friday, September 20, 2019

FALLing into Autumn...

Our lives really do follow the natural flow of the seasons and as sure as one season follows the next, so too will our lives and we will have to be reminded of our life’s relative brevity. 
With this in mind, it’s a great time to check in with yourself and reset...

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Thursday, August 29, 2019

This Labor Day, Think Like a Boss...

A recent report found that the US now has 27 Million Entrepreneurs!  
Which raises the question: Why are there so many individuals wanting to go into business for themselves when it would be far ‘easier’ to be employed?
As an entrepreneur myself, I can honestly say that it’s not just a personality type or functional reason, but also very much a trend to no longer follow in the footsteps of their forefathers as classic employees, regardless of the benefits...

Read more . . .


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