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Do you know what the future will be for the people you will leave your estate to? I don’t intend that to be a rhetorical question, but we can all agree we don’t know the future for our loved ones. They could continue to live fulfilling lives. Or, they could experience (through no fault of […]

The phrase “restrictive covenants” is often used by attorneys to categorize the different ways (exclusive of intellectual property protections like copyrights, trademarks, service marks, patents, etc.) that proprietary business information and assets are safeguarded. Generally speaking, there are three basic categories of restrictive covenants that often get lumped in as “noncompete agreements” (although, as mentioned

It is painful to witness the effects of dementia on a spouse, parent, or anyone you care about. I often meet with a spouse or child who is further stressed by not having a power of attorney for this person. Planning for disability or death is low priority or even non-existent on our daily list

Estate planning is important for a number of different reasons. Making your intentions clear, avoiding a costly administration process, and keeping the process as simple and least burdensome to your loved ones are the most common I hear from my clients. What clients and advisers sometimes forget in this process are the impact of taxes

Families with a disabled minor child are usually vigilant about setting up a plan that will care for and protect the special needs of their child. These families understand the value of setting up a special needs trust that will receive the child’s inheritance upon the parents passing. But special planning is also appropriate for

Please click the link below for the 2016 PumpkinFest 5k and Fun Run flyer. pumpkinfest-flyer

As companies grow and hire employees, many business owners are so busy they don’t realize there are things they can do to avoid expensive lawsuits in the future. One of them is a well written employee handbook. An employee handbook is a description of the company’s mission, values, and policies that impact employees. There a

The majority of my clients tell me that they want an estate plan to make things easier for their children when they pass. Many also place high importance on eliminating disputes between children. A good estate plan will meet those goals, but I always tell my clients to consider rounding out their plan by setting

A number of business owners and individuals make annual gifts to their children and grandchildren. This is done for a number of reasons, but avoiding estate taxes and transitioning the family business are two very common motivations. Should you be thinking about annual gifts this early in the year? Even though there are four months

As a business attorney, I have helped many clients with setting up new companies, usually corporations or limited liability companies (“LLCs”). It can be a fast and furious process. After the “entity formation phase” is complete, however, some business owners overlook the importance of “routine maintenance” for the company. Obviously there are things that you