This week, I’ve been taking an inventory, so to speak, of how I’m doing with my New Year’s Resolutions. My main Resolution was to say, “Yes, I can!” more often, stepping outside my comfort zone and being more open to new things. To be honest, I think I’ve done pretty...
Helping You Protect Your Loved Ones And Your Legacy
Month: March 2009
Is Your Business Putting Your Personal Assets At Risk?
All professionals are aware of the challenges of running their business amidst a barrage of lawsuits. The number of lawsuits filed each year against physicians and small businesses is staggering and has reached over 15 million. That works out to one new lawsuit every...
Sneak Preview
Wow! This week has been so busy! It’s what I love, though, with new clients, and talking to people about their particular situations and providing the solutions that work best for them and their families. Plus, I’m getting ready for the upcoming free seminars,...
Just Who Are You, Anyway?
“Just Who Are You, Anyway?” Like the credit card company commercial that rattles off the cost of a trip with airfare, hotel, meals and entertainment and ends with, “Priceless” (you know which one I’m talking about), I want to introduce you to that concept of what...
Special Needs…Special Planning When the Court is Involved
I am receiving more and more calls asking about protecting a settlement for a plaintiff in a personal injury case that has a disability. The plaintiff has a catastrophic brain injury due to the negligence of the defendant and receives a $3 million award in damages. A...
When Real Estate is owned by a parent and child
Last week, I had a client ask me what the best way to vest title when purchasing property with a child. This is an ever recurring question as to what is the best way to hold title between a parent and child. Property is often acquired with a child due to a joint...
Getting Divorced? Vital Info Regarding Your Estate Plan
If you’ve already got an estate plan in place and you are going through a divorce, you’ve got some steps to take because no matter how you cut it, divorce has a major impact on your estate plan. I hate to tell you that because I know that the last thing you want to...
