What Does an Estate Planning Paralegal Do? Google It.

My guess is when you searched Google on what exactly Estate Planning Paralegals do, your search provided a very ordinary, solid, routine list of tasks. Estate Planning Paralegals support the attorney by talking and meeting with clients. Estate Planning Paralegals also prepare drafts of trusts, wills and other estate planning documents. I have been working as

2019-07-18T16:16:23-07:00June 11th, 2019|Tags: , , , |

Three Legal Strategies When Facing A Major Health Event

I started writing this blog post a couple of months ago before the health issue that I’ve been dealing with for a few decades became a more near-term focus. I hope that it can be helpful to our clients and friends who have faced or are facing personal or family health issues of their own. I

2019-05-28T12:14:48-07:00May 28th, 2019|Tags: , , , |

Excellent Customer Service. Is It Still Important?

Whatever type of business you have, customer service will always be important. How does it feel when you call a business and they remember who you are? It feels awesome, right?  It is like when Norm (from the 1980’s sitcom "Cheers") walks into the bar and what happens…wait for it………. Everyone yells, "NORM!"  It feels like

2019-09-10T13:49:17-07:00May 16th, 2019|Tags: , , |

Four Easy to Avoid Mistakes People Make at Tax Time

It’s that time of year again: tax season. No one enjoys doing their taxes, and that is likely why many of us leave this tedious task to the last…possible…moment. As Tax Day approaches, millions of Americans are likely scrambling to track down all of their important documents to meet the April 15 deadline. But as with

2019-03-25T14:58:56-07:00March 21st, 2019|Tags: , |

How Is a Corporate Trustee Different?

In its simplest terms, a trust is a legal arrangement in which a trustee holds and manages assets for the benefit of one or more beneficiaries. The trustee owns the assets, enters into contracts on behalf of the trust, manages the trust’s investments as its trustee, and follows the trust’s instructions on making distributions. A trustee

2019-03-06T16:12:30-08:00March 6th, 2019|Tags: , , |

Did You Or A Loved One Make Any Of These Five Critical Estate Planning Mistakes?

Sadly, most Americans are indifferent to estate planning - at best - or completely ignore the issue - at worst. When it comes to estate planning, however, there are just some mistakes that you cannot afford to make. Below are five of the most critical estate planning mistakes. Not having any estate plan. This is the

2019-02-21T09:55:40-08:00February 21st, 2019|Tags: , , , |

Warning: Don’t Let Creditors Inherit from You

Shocking to most people, the retirement account you leave for your spouse can be seized in a divorce, lawsuit, or bankruptcy. 3 Options Available To Surviving Spouses When your surviving spouse inherits your IRA, he or she generally has three options: Cash out the inherited IRA and pay the income tax. WARNING! The cashed-out IRA will not

2019-02-15T15:19:23-08:00February 15th, 2019|Tags: , , , , , , |

3 Liability Planning Tips for Physicians

You probably know that the practice of medicine is a profession fraught with the risk of liability.  It’s not just medical malpractice claims either (although those are certainly scary enough). It’s the entire scope of risk from being in business, including employment-related issues, careless business partners and employees, and contractual obligations, as well as personal liabilities. 

2019-02-07T17:09:32-08:00February 7th, 2019|Tags: , , , , |
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