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Did you know probate can take months (or even years) and cost your loved ones thousands in legal fees? The good news is ...
03/11/2025

Did you know probate can take months (or even years) and cost your loved ones thousands in legal fees? The good news is that with the right estate plan, you can avoid it! Using tools like trusts, beneficiary designations, and joint ownership can help your assets pass seamlessly.

Generally, businesses are legally obligated to maximize shareholder value. This means considering the environmental, lab...
08/10/2020

Generally, businesses are legally obligated to maximize shareholder value. This means considering the environmental, labor, or community impact of business practices is only allowed if required by law or would enhance the business brand and therefore, increase shareholder value. Benefits Corporations are freed from this constraint and can make ethical considerations a cornerstone of their business model.

Agree or disagree?
08/03/2020

Agree or disagree?


There is no progress without a plan.
07/27/2020

There is no progress without a plan.

Adhering to S Corp requirements is vital in order to maintain pass through tax status.  Failure to do so can result in t...
07/07/2020

Adhering to S Corp requirements is vital in order to maintain pass through tax status. Failure to do so can result in the IRS reclassifying your business as a C Corp subject to corporate taxes.

Life is short and time goes fast. Stop waiting and stop making excuses.  .                                              ...
07/06/2020

Life is short and time goes fast. Stop waiting and stop making excuses. .

When starting a new business, your choice of entity can determine your level of legal liability, tax exposure, and organ...
07/05/2020

When starting a new business, your choice of entity can determine your level of legal liability, tax exposure, and organizational structure moving forward. Be sure to do your research and take this decision seriously.

The word “will” comes from the Old English word “wyllan,” which is of Germanic origin and means “to wish” or “to want.”Y...
06/26/2020

The word “will” comes from the Old English word “wyllan,” which is of Germanic origin and means “to wish” or “to want.”

Your last Will and Testament are your final wishes for your heirs and can include more than just your financial legacy.

For example, your preference for guardianship over your children and instructions on how you’d like them to be raised can be part of your final wishes.

@ Dallas, Texas

Now is the time for fundamental change in your life and in society. Don’t let the opportunity pass you by.              ...
06/24/2020

Now is the time for fundamental change in your life and in society. Don’t let the opportunity pass you by.

A Will is the bare minimum that everyone should have regardless of net worth. If you have more than $75,000 in assets as...
06/23/2020

A Will is the bare minimum that everyone should have regardless of net worth. If you have more than $75,000 in assets as a resident of Texas or $150,000 in assets as a Californian, then you should also think about having a Trust prepared.

Lawyer vs. Attorney There is no functional difference between a lawyer or an attorney in the US. The terms are interchan...
06/19/2020

Lawyer vs. Attorney

There is no functional difference between a lawyer or an attorney in the US. The terms are interchangeable and both refer to someone licensed to practice law.

Their etymology, however, is a different story. The word “lawyer” comes from Middle English and means “someone who practices law.”

Whereas “attorney” comes from the Old French “atorné” and means “to turn to.” As in someone to turn to for help.

Which is why I prefer to call myself an attorney. @ Dallas, Texas

Taking a new step, uttering a new word is what people fear most. - Fyodor DostoevskyIt takes courage to start a new busi...
06/18/2020

Taking a new step, uttering a new word is what people fear most. - Fyodor Dostoevsky

It takes courage to start a new business or plan for your family’s financial future after you’re gone, but you don’t have to do it alone.

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Ventura County, CA
93060

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