Publications

A guardian has a legal responsibility to act in the best interests of the incapacitated person.

The idea of business succession planning for family-owned businesses has changed in recent years. In the past, it was assumed a child would one day take over the business from their parent(s). Now, however, that assumption has changed for a number of families. It is rare to see a business run by a second- or third-generation family owner.

A durable power of attorney is an essential estate planning tool, which can be utilized in many ways for the benefit of the principal.

These tips provide the first steps to take in case of white collar crime or a criminal investigation.

Tax implications from the U.S. Supreme Court Wayfair decision pertaining to sales/use tax collection requirements for foreign business.

Includes an overview of the most common duties of trustees, the origin of these duties, the most common breaches of those duties, and trust administration costs.

Estate planning for blended families and multiple marriages, including asset titling, beneficiary designations, prenuptial and postnuptial agreements, drafting tips and business considerations.

Overview of specific estate planning and trust techniques for special needs individuals and their families, including special needs trusts.

Best practices for data breach prevention, federal and state laws pertaining to data breaches, and best practices for responding to a data breach.

Reduce your risk for identity theft and data breaches. Protect your identity and data from hackers. Also steps to take if your identity is stolen or compromised.

Real estate tips, including Short-Term Rentals, Dying Malls, ADA, and Mechanic's Lien Law.

Proper way to protect, register, transfer, or sell intellectual property (IP) assets. Includes overview of federal registration regimes, pros/cons of registration, licensing agreements and more.

Nonprofit fundraising tips, including ensuring you are properly exempt, registering with the state attorney general's office, sending donation acknowledgements, having a gift acceptance policy, and knowing the different types of funds.

The MaxProtect Plan uses ordinary tools to produce extraordinary asset protection and tax savings, so it is a must-consider plan for all businesses and those leaving gifts to children and/or grandchildren.

Basics on identity theft - what it is, how it happens, and new or expanded threats. Warning signs of identity theft are also reviewed.