Emergency Estate Planning Documents This past year, it is with a heavy heart that I have witnessed different families we know suffer from not having completed estate planning documents. Half completed estate plan documents do not exist. They are either completed or they aren’t. There are formalities that such important documents must meet in order...Read More
Business Contracts – Independent Contractor or an Employee? The presumption is that anyone working for you is an employee and if you are hiring someone to work in your home or for your business and you want them to be treated as an independent contractor, you should have an agreement in place that is signed...Read More
Basic Terminology When Setting up a Company I notice that many people mix up different corporate and tax terminology and are often confused by it. As I have encountered that a few times recently, I thought the newsletter was a good place to try to dispel some of the confusion. Starting with the LLC, as...Read More
Business During Covid – Reopening Your Businesses in the Midst of Covid-19 There is no one size fits all for businesses as they struggle to stay open or reopen, as each business has different risk factors. How do you keep your staff and clients safe with an uncontrollable disease? We have more guidance now than...Read More
Probate Attorney – Per Stirpes v. By Representation in Estate Planning or Probate These legalistic terms have important consequences on who inherits from you and how much, whether under a will or a trust or even if intestate (no will or trust). There are many important decisions to make under a will or a trust,...Read More
How the Coronavirus may trigger clauses in your contracts – Contracts and the Coronavirus It is early days in the global pandemic known as the Coronavirus. That quarantining society is wreaking havoc on businesses throughout the US and the world is an understatement. What it will mean for each business and its contracts will likely...Read More
A Very Effective, (But Overlooked), Estate Planning Tool: The Personal Property Memorandum One of the greatest sources of friction, hurt feelings and outright fighting among heirs, is over personal items when someone dies. Sometimes items go “missing” shortly after a death, different people swear on their life about what the deceased person said they...Read More
Safety in Personal Documents – Confidentiality & An Easier Info. Management System For Clients We now use Adobe Pro and Clio, in addition to our encrypted emails. Both programs state that they provide bank level security. In February, we started to implement Clio, a leading client management system in the legal industry, to further assist us...Read More
Estate Planning in Arizona Estate Planning in California Below is a table comparing some of the major tax and estate planning considerations between Arizona and California that might prove useful if you have ties to both states. Currently neither state has a state assessed inheritance tax, but there was a bill introduced in California in...Read More
Small Business Owners – The Importance of Life Insurance If you are financially responsible for a spouse or children and you pass away, it could create a serious financial bind for those who depend on you. If you are the primary wage earner in your household, then you have or have likely considered life...Read More
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