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What happened to my retirement account?
When the bottom falls out, the markets bounce back, but you’re still waiting for your tide to come back in... Not every investment loss...

Angela
Jun 22, 20204 min read
18 views
0 comments


Fired FINRA Reps - Termination Triage
Getting fired never feels good. It feels even worse when you didn't even see it coming. Once you get over the shock, however, it's...

Angela
Apr 24, 20203 min read
12 views
0 comments


The Pain of Probate - and Why People Like to Avoid It
As our usual tax day (April 15) came and went this week without our annual flurry to file, one thing remains certain – tax day will still...

Angela
Apr 16, 20202 min read
5 views
0 comments


Bet to Die? Or Bet to Live? What the SECURE Act does to estate planning....
Have you heard of the SECURE Act? There’s been a lot of chatter about it lately. It went into effect on January 1, 2020 and it has turned...

Angela
Feb 10, 20205 min read
24 views
0 comments


3 Reasons to be Wary of DIY Wills
I used to get asked all the time if I would review a will for someone who found one online and did a DIY job, just to see if “it was ok.”...

Angela
Jan 16, 20204 min read
10 views
0 comments


"But That's MY Inheritance!!!" 5 Estate Planning Issues for a Blended Family - and How to Solve Them
There are few situations more fraught with the potential for conflict than that of the blended family. After a parent passes and adult...

Angela
Dec 31, 20193 min read
8 views
0 comments


Will a will keep my family out of probate?
No. That answer is simple. I had a conversation recently with another lawyer who thought that a will was all that is needed to avoid the...

Angela
Dec 14, 20192 min read
6 views
0 comments


Leave a smaller impact on the environment this holiday season....
Did you know….. The holidays have a tremendous impact on the environment each year. · We Americans throw away, on average, an extra...

Angela
Dec 14, 20192 min read
6 views
0 comments


Business Owners - What Happens if You Don't Have an Estate Plan?
The short answer to that question is “who knows?” But I’ll tell you this – the default plan the state has for you isn’t likely to make it...

Angela
Nov 21, 20194 min read
6 views
0 comments


What Would You Do? Backcountry’s Corporate Bullying of Small Business Owners
If you’re a skier or outdoor enthusiast, you may have heard about what the company Backcountry has been up to lately. If you don’t know...

Angela
Nov 7, 20193 min read
16 views
0 comments


When Smart People Lose Money in the Market
You thought you were on track to retire. You listened to the advice, bought all the funds they said you should have, maxed out the 401(k)...

Angela
Oct 30, 20193 min read
6 views
0 comments


Crazy Talk....
If you buy into cosmic energy concepts, it’s a special time of year when there’s kind of a lot of crazy going on. And even if you don’t,...

Angela
Oct 24, 20194 min read
2 views
0 comments


Top 5 Mistakes Non-Profits Make
Non-profit organizations often serve a valuable purpose in the world. Their founders are passionate about a cause and see a need that can...

Angela
Oct 17, 20195 min read
12 views
0 comments


4 Ways to Make Better Time Estimates for Business and Home So You Can Reduce Stress
Do you ever plan for a task to take an hour, but it takes four hours? Or maybe you allotted an hour to finish a job that only took 10...

Angela
Oct 10, 20194 min read
6 views
0 comments


Will a will be enough?
You may have heard the expression “where there’s a will, there’s a way.” When it comes to estate planning, however, many people feel that...

Angela
Oct 3, 20192 min read
4 views
0 comments


Business Owners - 5 "Standard" Contract Provisions That Can Bite You in the Bum
Like many lawyers, I often get asked to review contracts for business owners and consumers alike. One thing I’ve noticed recently is that...

Angela
Sep 19, 20195 min read
3 views
0 comments


4 Reasons to Set Up an LLC
New, and even established, business owners often ask about this topic. And with good reason. Setting up a corporate entity often means...

Angela
Sep 13, 20193 min read
3 views
0 comments


8 Ways to Be More Successful When Starting a Business - Part II
Last week, we shared Part I of “8 Ways to Be More Successful When Starting a Business.” Today, we share Part II. Starting a business can...

Angela
Sep 4, 20192 min read
7 views
0 comments


8 Ways to Be More Successful When Starting a Business - Part 1
Why are some people successful while others are not? How can you predict if you or someone else will be successful? Each goal requires...

Angela
Aug 28, 20192 min read
13 views
0 comments


How to Get Started on an Estate Plan - It's Less Scary (and Hard) Than You May Think
Since this estate and business planning stuff takes up the vast majority of my working hours these days, it feels pretty easy and...

Angela
Aug 26, 20195 min read
17 views
0 comments
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