by Lee Chen | Apr 10, 2018 | Uncategorized
On March 15, 2018, a federal appeals court based in Dallas, TX struck down the U.S. Department of Labor’s (DOL) so-called “Fiduciary Rule” in the ongoing war waging within the financial services industry for the past two years. This Fiduciary Rule would have required...
by Jarom Bergeson | Apr 3, 2018 | Uncategorized
Q: When does the Director of a powerful federal agency draft a report that urges Congress to pass laws that siphon away the vast majority of his authority? A: When Donald Trump is President, and the agency is the Consumer Financial Protection Bureau (“CFPB”) – the...
by Lee Chen | Mar 13, 2018 | Estate Planning, Law, Retirement Planning, Uncategorized
Life insurance is an integral part of financial and estate planning for many. In most cases, people purchase life insurance in order to protect their spouse, children, and/or others who are financially dependent on them from becoming indigent in the event they die....
by Jarom Bergeson | Mar 6, 2018 | Business planning, Law, Small Business
The NCAA has trademarked over 70 slogans, should your business have at least one trademark? If you were to take a look at my undergraduate and law school transcripts, you’d notice one fairly obvious pattern – my grades were always better during Fall Semester than...
by Lee Chen | Jan 30, 2018 | Real Estate
One of the most important due diligence items for buyers of real estate is the home inspection. Whether you plan to live in the home or whether you plan to hold it as a rental, it’s a big investment and one you want to make sure you’re not overpaying for...