A potential client asks, “Can my accountant draft legal documents for me?” The answer is quite simple, no. Let me be perfectly clear here, I said NO! I’m picking on accountants a bit here, because of recent events. However, this article applies to bankers, realtors, and any other advisor that is giving legal advice or […]
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Charging Orders and Your Business
Liabilities exist around every corner. As such, many of our business clients focus on liabilities that stem from the business. You know these, right? We’re talking about slips and falls, creditors, bad workmanship, auto accidents, employment disputes, and the like. We call these, “bottom-up” liabilities. In this article we want to talk about another type […]
Estate Planning with Digital Assets
Have you ever wondered what happens to your digital assets when you pass away? What if you became disabled or incapacitated? In this technology driven society, we frequently educate our clients on the concept of estate planning with digital assets. This article is a primer for that conversation, and something we hope will help you […]
Estates, Trusts, and Taxes — 2019 Edition
No one likes taxes… well except maybe the government and accountants. For this reason, we wanted to put together a quick article that highlights some of the key points our clients and friends should know about estates, trusts, and taxes in 2019. To help us out, we invited our friend Stacy Cavin to answer a […]
Small Business Taxes Q&A
It is that time of year again… tax season. (As a side note, I have found curling up in a fetal position and shedding a few tears is a great way to navigate the tax season.) This year I have invited my friend Jim Pursley to answer a few questions about small business taxes and […]