The Small Business & Estate Planning Blog

This Summer Vacation, Talk Estate Planning With Your Family
There may never be a perfect time to speak with the older members of your family about their estate plan, but a summer vacation is just about as good as it gets. Not only do you get the benefit of spending time with your loved ones, but you can finally settle a...

Incorporation Won’t Protect Your Assets From These 5 Pitfalls
Every entrepreneur who’s worth his salt already knows that shielding your personal assets from your business liabilities by way of a Corporation or a Limited Liability Company (LLC) is absolutely essential, but take care not to overlook the dangers you can remain...

New or Established, Your Business Can’t Afford these Four Mistakes
It doesn’t matter if you only just finished your business’s ribbon-cutting or have decades of experience under your belt, the complexity of the legal system practically ensures that some business will blunder into legal hot water. Have you taken the steps necessary to...

Don’t Let Business Mistakes Put Your Personal Wealth at Risk
When it comes to entrepreneurship, risk is unavoidable—but must that risk affect your own personal wealth? It does not need to be that way, yet the number of business owners who fail to set in place the appropriate safeguards to protect themselves from business risk...

Will DIY Estate Planning Harm Those You Love the Most?
The Internet has generated an unprecedented boom of Do-It-Yourself advice. Sure, this trend can be great if you simply want to put together an awesome bookshelf for your home (I like the invisible bookshelf, and you can find instructions for how to make it here) or...

Can You be Sure that Your End-of-Life Wishes Will be Carried Out?
As we age, our desires regarding our end-of-life care often become significantly more defined. For some, when all brain activity stops is the right time to stop any medical treatments keeping the body alive--for others, it is important to continue care for as long as...

Calling Women Entrepreneurs—Have You Protected Your Assets?
Though it has been a long road, more women own businesses in the United States than ever before—so much so that Forbes magazine recently identified women-owned businesses as one of the fastest growing sectors of the American economy. This should come as no surprise,...

4 Legal Steps to Take in the Early Stages of Alzheimer’s
The challenges of Alzheimer’s disease are becoming more and more familiar to millions of Americans. Its direct cause yet a mystery to medical science, the disease seemingly strikes at random with no regard for intelligence or accomplishment, wealth or generosity. For...

What Every Business Owner Needs to Know About Business Bankruptcy
To a business owner, declaring their company bankrupt is often emotionally difficult. The years of effort put into building it from the ground up have likely made it an integral part of your identity—something which it is hard to imagine doing without. Yet, with the...

The 10 Essential Estate Planning Safeguards for Your Family Harmony
If you have two or more children, chances are you spent a good portion of their early years trying to keep the peace between them. Though they usually grow out of creating bitter spats out of thin air, even adult siblings will find a reason to go head to head from...

The Six Steps to Take If a Client Files for Bankruptcy
Whether you call them customers or clients, you depend on them for everything. The money they put into your business is its lifeblood—and probably that of you and your employees, as well. But, just as a clog in an artery can lead to a heart attack, so too can the...

Selling Your Business? Avoid These Common Mistakes
By the time you are ready for retirement, the mistakes you have made—both minor and major—have taught you valuable lessons that still stick with you. If you are a business owner, however, one experience that you may still have yet to encounter and learn from is...
Make An Appointment>
Join Our Mailing List
Subscribe to our newsletter list to get information and resources helpful to running your business and planning and managing your personal financial affairs delivered right to your inbox.
We don’t spam and won’t share your information with anyone, at anytime, ever.
Check out our podcast
The Small Business Buzz Podcast
Contact Us
We look forward to hearing from you!
Please note that any information submitted in our web form is not subject to attorney client privilege and no attorney-client relationship will be created until a representation agreement has been executed.