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Most Recent Attorney’s Blog Posts
- Closing an Estate: What You Need to Know when a Loved One Passes
It’s hard enough to deal with the emotional grief when a loved one passes, however the “paperwork” and “red tape” can make a tough situation even worse. But frankly, it doesn’t stop there either does it? If you’re your lucky, your loved one left a detailed Will or Trust, specific ... read more - 401(k) Loans: How to Use $50k From Your Own 401(k)
Do you need access to your retirement account funds to start a business, to pay for education expenses or training, to make a personal investment, or to pay off high interest debt? Rather than taking a taxable distribution from your 401(k), you can access a portion of the funds in ... read more - Health Care Strategies for Small Business Owners – Update
As small business owners, we have more options than any other group of Americans to save on health care costs. We ALSO have to keep up on the changes. Every year, another aspect of ‘ObamaCare’ changes or ‘TrumpCare’ changes the rules and options. All I know, is that if one ... read more - Maximizing LLC Asset Protection and Charging Orders
LLCs are frequently used to hold assets because of the availability of charging order protection against outside liabilities. Both LLCs and corporations provide asset protection for “inside liabilities,” that is, if a liability is created inside by that entity (e.g. the entity enters into a contract), the corporate veil will ... read more - New Sales Tax Rules for Online Sellers
On Thursday, June 21st, 2018 the rules changed for online sellers and the collection of sales tax. As if we weren’t already still reeling from the largest tax law change in over 30 years, aka the Tax Cuts and Jobs Act…the Supreme Court joined the party. By a 5-to-4 vote, ... read more - What Trump’s Lawyer, “Breaking Bad,” and “The Godfather” Teach Us About Attorney-Client Privilege
President Trump’s private lawyer, Michael Cohen, recently had his home and office raided by federal agents. But wait, isn’t all of his information attorney-client privileged? If you’re confused at how a lawyer’s records could be raided, your instincts are right. We’ve all learned about the fourth amendment, which protects us ... read more - What is an Accredited Investor – Rare as a Spotted Snow Leopard?
If you are looking to raise capital, finding an “Accredited Investor”, or even being able to explain the rules to a possible investor, can seem as impossible as catching a glimpse of a Snow Leopard. Yes, it can be difficult to find investors for your project, and it certainly seems ... read more - The New and Wonderful World of OZ: Opportunity Zone Benefits
Opportunity Zone (OZ) investments allow you to re-invest any capital gain (from stock, real estate, etc.) into an OZ qualifying investment and obtain tax deferral of your gain, taxable gain reduction, and tax-free growth of your qualifying OZ investment. It’s a rare opportunity for massive tax benefits and it’s just ... read more - College Savings Accounts: Coverdell Versus 529
Summer is great time to think about college and to make financial plans for your kids. Better yet, let them make money over the summer and put it in a tax-favorable college savings account. As you consider their plan options, consider the two most common tax favored savings tools available. ... read more - The Trustee, Executor and Guardian: The Estate Plan Trifecta
Many people ask us on a regular basis ‘who’ is going to carry out their wishes when they’re gone. All of us should have a Will or Trust, but the ‘people’ that are going to implement it can be a big question mark sometimes. It’s common to be concerned about ... read more - How to Start Your Own Charity
I think most people dream of doing more charitable work and giving to others. It’s an amazing feeling to lift and bless another. For some, just donating some time and giving what they can financially is all they can do, and there is certainly nothing wrong with that. Oh, how ... read more - Emergency Preparedness for Your Business
Natural disasters are all around us. It is absolutely astonishing how the weather patterns are changing and the impact they are having with unexpected impact all around us. Every day we turn on the news its earthquakes, fires, floods, tornadoes, and now even a volcano. Frankly, even a terrorist attack ... read more - What is a Self-Directed IRA? The Truth
A self-directed IRA (traditional or Roth), is a retirement account YOU control. That’s right, you get to decide what you invest in…NOT just stocks, bonds, mutual funds, annuities, or whatever your brokerage account is selling that month. Now your broker may tell you that you can’t do this and it’s ... read more - Your Estate Plan and its Supporting Cast: Mini-Me, Thor, The Office, and The Titanic
When most people hear about an estate plan, they normally associate it with a trust. Certainly the trust is the lead actor in the estate plan because the trust is designed to set forth the plan or instructions for what will happen to your assets in your trust upon your ... read more - California Supreme Court Makes It Harder to Call Your Worker a “Freelancer”
It seems like you can’t talk business at all these days without hearing something about the “gig economy.” For those unfamiliar with the term, the gig economy is a combination of two factors. It’s an environment where many people have a ‘side gig’ to make ends meet, and organizations not ... read more
