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    Entrepreneurs need insurance, too

    Blood, sweat, and tears go into every new business startup. You have enough to worry about with establishing your corporate structure, accounting system, location, office layout, stock, inventory and more, but you also need to protect your investment — and you need help. To start, you need to understand the risks you may face in […]

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    Spring brings flowers – and divorce

    It seems like every year after the holidays, you read about the latest celebrity filing for divorce. This year is no exception, with Jeff Bezos, CEO and founder of Amazon with a reported net worth of $137 billion (according to Bloomberg Billionaires’ Index), announcing an end to his 25- year marriage to MacKenzie Bezos. Statistically, […]

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    Take it from the stars — make a will

    No one likes to think about death, but it is amazing how many people, including stars with millions of dollars in assets, die without any estate plan to determine what will happen to their estate or who will get their assets after their death. Every person, no matter how old, should have at least a […]

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    Lessons from the life of Mickey Rooney

    In the recent past, the deaths of several celebrities have made the headlines by giving us examples of what we should avoid in our elder years and in planning our estates. Even if your estate is not worth the millions of dollars at stake in these high-profile estates, you should learn from these examples and […]

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    Choose financial “help” carefully

    I talk with a lot of families, especially after there has been a traumatic event. Often, someone has been diagnosed with dementia or a spouse has passed away. Sometimes an elderly person has been defrauded of their assets or home. Quite often, although not always, it is a woman seeking my help to get the […]

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    Caring for family members with special needs

    Legal disclaimer: This information is not considered legal advice, nor does it form an attorney-client relationship. It is merely to inform of situations that I’ve either personally encountered or became aware of through clients. Many families have members who have a special need. There are at least two legal means, ABLE Accounts and Special Needs […]

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