Beverly understands firsthand the importance of having all of your “ducks in a row,” so you can sleep at night, knowing that you have done all that you can to take care of your family — from a legal and financial standpoint, as well as from a spiritual and family legacy standpoint. She is a former teacher, and she approaches law with the heart of a teacher. She’s not satisfied until her clients are fully educated to make informed decisions about the things that matter most to them and their families.
When it comes to putting off or refusing to create an estate plan, your mind can concoct all sorts of rationalizations: “I won’t care because I’ll be dead,” “I’m too young,” “That won’t happen to me,” or “My family will know what to do.” But these thoughts all come from a mix of pride, denial, and […]
Although you may have just filed your 2019 income taxes in July, now is the time to start thinking about your 2020 return due next April. While it’s always a good idea to be proactive when it comes to tax planning, it’s particularly important this year.In addition to annual updates for inflation, the Coronavirus Aid, […]
In the first part of this series we discussed different strategies entrepreneurs can use to protect their business and personal assets. Here, we’ll look at two final ways entrepreneurs can achieve asset protection. No matter what line of business you are in, the reality of being a successful entrepreneur is that you open yourself up […]
No matter what line of business you are in, the reality of being a successful entrepreneur is that you open yourself up to a number of unique risks—and the more successful you get, the more risks you face. Asset protection planning is intended to reduce or eliminate the risks of being in business by shielding […]
Given that intellectual property (IP) can make up a significant portion—sometimes up to 90%—of the total value of today’s companies, it’s essential that you do everything you can to protect these intangible assets. And one of the first IP elements you’ll want to protect are your company’s brand name and logo. To safeguard these brand assets, […]
While estate planning is probably one of the last things your teenage kids are thinking about, when they turn 18, it should be their (and your) number-one priority. Here’s why: at 18, they become legal adults in the eyes of the law, so you no longer have the authority to make decisions regarding their healthcare, […]