When Duty Calls: Navigating the Sandwich Generation with Ease

The average age of parents raising children in the US continues to rise, leaving many middle-aged Americans in a category commonly referred to as the the “sandwich” generation.

This growing population of professionals are often still raising kids at home when they become responsible for the care of their own aging parents. The stress and financial strain of managing the affairs of both children and parents can become overwhelming. The following tips can help make this challenging life stage manageable and more enjoyable.

Assess the Financial Situation

Taking time to thoroughly understand the financial picture for your own household is imperative as you step into a role of responsibility for your aging parent. Prepare for the inevitable and avoid surprises by working with a professional to consider how your role in the care of your parent will affect the plans you are making for your family’s financial future. Take advantage of our Family Wealth Planning Session process, a comprehensive planning process that ensures your legal, financial and insurance needs are covered appropriately.

Plan Ahead

Benjamin Franklin is quoted as saying that, “Failing to plan is planning to fail.” Planning for your family’s future means preparing for the worst and hoping for the best. As you move through helping your aging parent with important Estate Planning decisions, take time to be sure your own wishes are legally binding as well.

Be sure to include:

  • Medical power of attorney – appoints a person to make medical decisions if you are unable to do so
  • Durable power of attorney – designates a person to make financial decisions if you are unable to do so
  • Living will – expresses your wishes for end of life decisions
  • Will – carries out your wishes in the event of your death
  • Kids Protection Plan – designates a legal guardian for your minor children in the event of your incapacitation or death

Pay Attention to Red Flags

Even if your aging parent is still quite capable, work together to assess their financial situation carefully and be on the lookout for signs that anything is falling through the cracks. Common red flags are:

  • Frequent calls from creditors
  • Forgetfulness when it comes to bills and deadlines
  • Unopened mail

Utilize professional legal and financial support when necessary and communicate clearly so everyone knows who is responsible for what.

Practice Good Self Care

Stress is one of the most common consequences of caring for two generations at once. Balancing the responsibilities of raising children and caring for aging parents with relaxation and play is vital over the long-haul. Remember that adequate rest and good nutrition will provide you with the extra energy you’ll need when times get tough. Most importantly, remember that you don’t have to do it alone! As your Personal Family Lawyer®, we are ready to assist you when duty calls.

Now is the perfect time to schedule a Family Wealth Planning Session, where we’ll review your current financial situation in light of your future responsibilities. With our assistance, you’ll gain the confidence of knowing you’re making the most empowered, informed and educated legal and financial decisions for yourself and the ones you love.

We, at GP Schoemakers PLLC, don’t just draft documents, we ensure you make informed and empowered decisions about life and death, for yourself and the people you love.  That’s why we offer a Family Wealth Planning Session™ during which you will get more financially organized than you’ve ever been before, and make all the best choices for the people you love. Begin by calling our office today to schedule a Family Wealth Planning Session.

Defining the Legal Relationship Between Grandparents and Their Grandchildren

Raising a grandchild (or even spending a lot of time with your grandchild while his or her parents work) can be fraught with legal and financial complications. Lacking many of the inherent rights parents have, grandparents who are responsible for the care of their grandchildren may encounter unexpected legal challenges.

Even if you are your grandchild’s full-time caregiver, consider obtaining certain legal rights so you can avoid unnecessary complications and instead focus on raising a happy and healthy child.

If you are raising your grandchild, don’t assume you can make legal decisions on your grandchild’s behalf. Without legal custody, you do not have the authority to make important decisions such as where he or she will go to school. If you are responsible for your grandchild’s care, it’s critical to establish a clear relationship in the eyes of the law.

The legal rights you need will depend entirely on your role in raising your grandchild. Does he or she live with you? Are you the sole caregiver? What role do the parents play? Are you financially responsible for your grandchild?

Answering these questions will give you a good starting point for seeking the legal rights and protections you need and deserve, which might include:

Physical or Legal Custody

If you have full-time custody for your grandchild, do you have a custody order? If not, you may want to consider getting one. Physical custody gives you the right to have your grandchild live with you. Legal custody gives you the right to make important decisions pertaining to education and medical care. Your grandchild’s parents may still retain some rights if you have custody.  Also, custody orders are subject to modification if and when circumstances change.

Legal Guardianship

If you care for your grandchild regularly, make sure his or her parents have named both short-term and long-term guardians, so that if anything happens to the parents, you are able to immediately step in and make legal decisions for your grandchild.

Adoption

Adopting your grandchild would terminate his or her parents’ parental rights. You would become your grandchild’s legal parent, which is preferable in cases where the parents pose a risk to the child or when the child’s parents are deceased or no longer in contact. Adoption is permanent.

Power of Attorney

If you do not have custody, your grandchild’s parents could give you Medical Power of Attorney, which provides you with the temporary authority to make specific decisions around the health care of your grandchild. The parents can specify what decisions you can make and can revoke Power of Attorney at any point. Power of Attorney does not revoke the rights of the parents.

Educational or Medical Consent

Some states will grant non-custodial grandparents the rights to enroll their grandchildren in school and seek medical treatment. Speak with us to see if these are options in your state, if you would like to ensure you can make educational and medical decisions.

Even something as simple as enrolling your grandchild in school can be difficult if you don’t have the proper legal authorization.

If you’d like to simplify decision making while raising your grandchild (or even just full-time caregiving for your grandchild), meet with a Personal Family Lawyer® for guidance. We can help you obtain the rights and protections that will help you raise a happy and healthy grandchild. Our Family Wealth Planning Session™ guides you to the empowered, informed, and educated legal and financial decisions you need for the love of your family. Before the Session, we’ll send you a Family Wealth Inventory and Assessment to complete that will get you thinking about what you own, what’s most important to you, and what would happen to everyone you love and everything you own, when something happens to you.

At GP Schoemakers, PLLC, we don’t just draft documents, we ensure you make informed and empowered decisions about life and death, for yourself and the people you love.  That’s why we offer a Family Wealth Planning Session™ during which you will get more financially organized than you’ve ever been before, and make all the best choices for the people you love. Begin by calling our office today to schedule a Family Wealth Planning Session, we look forward to meeting you!

 

Generational Wisdom in 32 Questions

What can we learn from earlier generations? Quite a bit, says Brendon Burchard, but only if we ask the right questions.

Brendon Burchard, famed personal development trainer and author of The Motivation Manifesto (Carlsbad, Hay House, 2014) says asking your mother, father and/or another loved one these 32 important questions can teach you valuable lessons about love, life, and what matters most. Burchard suggests recording the conversation so the lessons and messages can be passed down easily to your children and grandchildren. Use these questions as a springboard and see what you didn’t know about your elder loved ones:

  1. What comes to mind when you think about growing up in your hometown?
  2. What did you love to do as a kid, before high school?
  3. What did you love to do in high school?
  4. What do remember most about your teenage years?
  5. What do you remember most about your mom (grandma)?
  6. What was most important to her?
  7. What do you remember most about your dad (grandpa)?
  8. What was most important to him?
  9. If Grandma and Grandpa had a message to pass along to the grandchildren, what would it be?
  10. How did you meet your spouse? How did you know (s)he was the one?
  11. How did you choose your career? What was your favorite part about it?
  12. What made you successful?
  13. What did you believe about yourself that helped you become successful and deal with hard times?
  14. What times in your life truly “tested your mettle,” and what did you learn about yourself by dealing (or not dealing) with them?
  15. What three events most shaped your life?
  16. What do you remember about when I was born?
  17. Were you ever scared to be a parent?
  18. What three words would you say represents your approach to parenting and why?
  19. When you think about [sibling] how would you describe him/her?
  20. What message do you have for [sibling] that you want him/her to always keep in mind?

[Do the last two questions above for each sibling in your family]

  1. When you think about [spouse], how would you describe her/him?
  2. What message do you have for [spouse] that you want her/him to always keep in mind?
  3. What three words would you say best describe who you tried to be in life? How would you like to be remembered?
  4. What do you think your children and grandchildren should focus on professionally?
  5. What have you learned about people in life?
  6. What do you think the world needs more of right now?
  7. What do you believe people want the most in life?
  8. What were the three best decisions you ever made?
  9. What are you most proud of?
  10. What were five of the most memorable moments of your life?
  11. What message would you like to share with your family?
  12. What are you most thankful for?

These questions can reveal a wealth of valuable life lessons – family treasures to share with generations to come. But having this conversation is just a start. To preserve and protect your family assets and other things of value, you should create a comprehensive estate plan that will safeguard what you value most. And, we include a recorded Family Wealth Legacy Interview, which becomes a priceless family legacy piece for your loved ones, with every estate plan we create.

If you need guidance in planning for your future, start by coming in to meet with us for a Family Wealth Planning Session. As your Personal Family Lawyer®, we can guide you in creating a comprehensive estate plan that protects and preserves your most valuable assets. Before the session, we’ll send you a Family Wealth Inventory and Assessment to complete that will get you thinking about what you own, what matters most to you, and what you want to leave behind.

We don’t just draft documents, we ensure you make informed and empowered decisions about life and death, for yourself and the people you love.  That’s why we offer a Family Wealth Planning Session™ during which you will get more financially organized than you’ve ever been before, and make all the best choices for the people you love. Begin by calling our office today to schedule a Family Wealth Planning Session.

How Can I Plan for a Strategic Retirement?

Are you approaching retirement? Not sure how you can ensure a smooth transition from working life to retired life?  Walking away from regular paychecks and employer-provided benefits can feel a little nerve wracking. Minimize the impact of these major life changes by planning accordingly.

Time It

Get your timing right. Review and understand your employer’s policies on 401(k) matching and profit sharing. Make sure you plan to retire at a time when you can reap all the vested benefits you have coming to you before they expire. Sit down with your company’s HR department to maximize your retirement benefits.

Bridge the Insurance Gap

If you are retiring before the age of 65, you could have a lapse in insurance coverage before you are eligible for Medicare. If your employer doesn’t offer retiree health insurance benefits (and most don’t), look into COBRA insurance to extend your current coverage or an individual insurance plan to carry you over until Medicare kicks in. Don’t forget about life insurance and long-term care insurance either. If you do not have an insurance advisor you trust, we can refer you to someone, and we can also provide an objective backstop review on any insurance you do have in place to make sure it’s the right amounts and right types for you.

Petition for Your Pension

Apply for your pension at least five months before you retire. Get a benefits statement, and consider your payout options if you have them (e.g. lump sum vs. annuity). Coordinate your pension payout to minimize your tax liability while still meeting your financial needs.

Rearrange Your Retirement Funds

Consider consolidating accounts and rolling 401(k) funds into an IRA for more investment freedom and easier management. Conversely, some retirees find the investment options with employer-provided 401(k)s are cheaper than those bought independently. Make sure you discuss your options with a financial professional and choose the option that maximizes your income and gives you the flexibility you need. And, of course, ensure your beneficiary designations are set up to make sure your retirement benefits go exactly where you choose

Planning a strategic retirement takes forethought, and don’t short sell yourself on all the perks you may be owed. Make sure you take advantage of all the benefits your employer offers and carefully plan how you will manage your retirement income to minimize tax liabilities. Following these simple steps can help ensure you are financially prepared for retirement.

If you are nearing retirement, consider sitting down with a Personal Family Lawyer®. As your Personal Family Lawyer®, we can help you strategize your retirement to reap maximum benefit before you retire. Before the session, we’ll send you a Family Wealth Inventory and Assessment to complete that will get you thinking about what you own, what matters most to you, and what you need to do to preserve your financial well-being and retire comfortably.

At GP Schoemakers, we don’t just draft documents, we ensure you make informed and empowered decisions about life and death, for yourself and the people you love.  That’s why we offer a Family Wealth Planning Session™ during which you will get more financially organized than you’ve ever been before, and make all the best choices for the people you love. Begin by calling our office today to schedule a, no-pressure, Family Wealth Planning Session.

The Future of Finances: How to Teach Your Kids to Be Money Savvy

Part of being an enlightened parent is being thoughtful about how we teach our kids about adult life. Of course, you want to prepare them to make good choices as an adult, especially when it comes to finances. And, you may either feel not equipped, or you may be concerned about passing on your own bad habits.

So, how do you teach kids about smart financial decision-making? What lessons should you teach? Is leading by example enough? Raising a child to be money savvy doesn’t have to be hard, especially if you have valuable lessons to pass down. But it will take a little reflection on your own financial know-how and a commitment to make passing on these aspects of adult life conscious, rather than doing it unconsciously, as happens in most families.

Kids look to us to learn about life and they pick up far more from us about what we do than from what we say. Accordingly, we can best teach our children to be money savvy by modeling the habits we want them to take on for themselves and by involving them in the process. A good place to start is by being transparent about your financial habits when the opportunities arise.

For example, you could have a monthly financial meeting and include your kids, and each month review your household income and expenses, like a business owner, would when reviewing their profit and loss each month.

And, when you do your estate planning, involve your kids in the process by having a family meeting once the planning is done to explain the planning and introduce your child to us, as your personal legal advisor who they can turn to in the future when needed.

Modeling sound financial decision-making for your child is an excellent opportunity to take a deeper look at your own financial habits. This is a good time to take an honest look at your finances to make sure you are on track to meet your goals.

Assess your financial health and consider taking steps now to secure your financial future. Practice what you preach and know that your children are watching, so make sure you are modeling habits you’d be proud for them to develop as they enter adulthood.

If you need guidance in assessing your own financial health and habits, start by coming in to meet with us for a Family Wealth Planning Session™. As your Personal Family Lawyer®, we can guide you in creating a comprehensive financial plan that protects and preserves your wealth while meeting all your financial obligations. Before the session, we’ll send you a Family Wealth Inventory and Assessment to complete that will get you thinking about what you own, what matters most to you, and what you want to leave behind.

At GP Schoemakers, PLLC we don’t just draft documents, we ensure you make informed and empowered decisions about life and death, for yourself and the people you love.  That’s why we offer a Family Wealth Planning Session™ during which you will get more financially organized than you’ve ever been before, and make all the best choices for the people you love. Begin by calling our office today to schedule a Family Wealth Planning Session.

Why Startups Need Lawyers, Not Legal Templates

When growth and funding are top priorities, it is wise to not let legal soundness fall to the wayside. Not surprisingly, 1 in 10 startups fails due to overlooked legal issues. Without a lawyer looking out for your best interests, it’s easy to miss common legal mishaps that pose a threat to any startup.

Mistake #1: Many startups rely on legal templates easily downloadable online to “cover their bases” and save money. What seems like a wise choice from an economic perspective can lead to significant liability if you don’t know what you are doing. Tax forms and incorporation documents might be free to download, but most entrepreneurs don’t have the legal know-how to be sure the forms are being utilized properly. Minor errors or oversights in those free legal templates can spell disaster down the road in the form of lawsuits or worse.

Solution: Enlist the expertise of an expert, like a Business Lawyer, to act as your trusted legal counsel. Adding this expert to your startup team will do so much more than simply handling legal documents such as terms of agreements, employee contracts, owner and vendor contracts. For a brand new startup it might seem overwhelming to invest in the cost of ongoing legal counsel, but the cost is nothing compared to the cost of losing your business altogether due to simple legal mistakes.

Startups need legal protections from the many risks all businesses face. When your focus is on growth and development, be sure to put developing an ongoing relationship with a trusted legal advisor at the top of the priority list. Online templates are no substitute for personalized legal counsel from a trusted business lawyer who will anticipate issues before they become problems and provide tailored guidance as your startup grows.

If you want to protect your business interests, limit your liabilities, and ensure your business is poised for growth, start by sitting down with us, as your Creative Business Lawyer®. We are experienced in helping new and established entrepreneurs achieve success through careful financial and legal planning. As your Creative Business Lawyer®, we can establish a sound legal, insurance, financial, and tax system for your business so you can focus on increasing revenue and enjoy the benefits entrepreneurship.

GP Schoemakers, PLLC offers a complete spectrum of legal services for businesses and can help you make the wisest choices on how to deal with your business throughout life and in the event of your death. We also offer a LIFT Start-Up Session™ or a LIFT Audit for an ongoing business, which includes a review of all the legal, financial, and tax systems you need for your business. Call us today to schedule.

Business Conflict: Tips for Settling Business Disputes Part 2

In part 1, we discussed the importance of knowing how to negotiate business deals and mitigate conflict whenever possible. Besides being a financial drain, business disputes can also create conflicts that require precious time and energy to resolve. Setting clear boundaries and realistic expectations when making professional agreements is essential in setting yourself up for positive outcomes.

Although avoiding conflict is preferred in professional matters, it is imperative to be prepared to handle business disputes properly when the need arises. Following these valuable tips will increase your chances of a positive outcome when business disputes must be settled.

Clarify the Actual Dispute: Ensure you understand what the desired outcome the other party seeks for resolution. It is equally important to clarify your own desired outcome. It can be challenging to see what’s actually going on when emotions are high. Speak with a trusted advisor to help you get clarity.

Offers Without Prejudice: Once you are in the dispute resolution process, be mindful when making offers for resolution. Ensure that you state that your offer is “without prejudice” and with no admission of guilt, so that if you do end up having to go to court, the offer cannot prejudice your case.

Use Alternative Dispute Resolution Models: Going to court is a lose/lose scenario for everyone involved. Be sure you have mediation and arbitration provisions built into every agreement you sign. Resolve matters outside of court, whenever possible.

Don’t Rely Solely on Your Legal Rights: If you want to avoid going to court—and it’s usually in your best interest to do so— put a good faith effort into finding a mutually beneficial solution on which to agree while still invoking your rights. We can help you with that as we focus on finding resolve in every conflict, by seeking to identify where the respective parties’ needs can be met and matched up as part of our conflict resolution process.

Watch Your Wording: Settlement offers can be complicated. The way an agreement is worded or structured can affect the outcome, especially if that outcome is a financial judgment. Make sure you have a thorough understanding of the terms and conditions in any settlement offer. And never make a settlement offer without having us strategize and review the wording with you first.

Most importantly, get legal advice from a dedicated and trusted business lawyer. A lawyer can help you avoid all of the above mistakes and will protect your best interests during settlement negotiations.

We offer a complete spectrum of legal services for businesses and can help you make the wisest choices on how to deal with your business throughout life and in the event of your death. We also offer a LIFT Start-Up Session™ or a LIFT Audit for an ongoing business, which includes a review of all the legal, financial, and tax systems you need for your business. Call us today to schedule.

Business Conflict: Tips for Settling Business Disputes Part 1

A large part of being a successful business owner is knowing how to make deals and facilitate conflict when it arises.

When in a dispute over a deal or an agreement that has been made, the potential costs are endless. The potential cost of litigation, the potential cost of loss of reputation, the potential cost of the energetic drain from the conflict.

What do you need to know about conflict to mitigate these costs?

First and foremost, remember that costly conflict most often arises because the agreement process was not properly handled to begin with.

The ideal time to surface conflicts is in the beginning of a relationship by creating clear boundaries and expectations, using the agreement process.

The best agreement process will support both parties to share the parts of themselves they may typically hide while making an agreement, while at the same time, asking the hard questions they may not ask.

It’s often difficult to see the things we are hiding when making agreements, or to ask the challenging questions, and that’s why it’s so helpful to have a trusted advisor support you each time you are entering into an agreement with anyone, whether it be a new team member, a business partner, or a strategic partner.

When the agreement process is used to create each of your agreements, and before you ever finalize a deal of any type, the number of expensive business disputes you will have will be greatly diminished, if not eliminated completely.

But what happens if there is a conflict?

In Part 2, we will cover what to do once a conflict has happened. Look for that next week.

No one wants to end up in a dispute. Fortunately, there are steps you can take to reduce your chances of conflict in the future. To start, find a trusted legal professional who will help you put protective measures in place to avoid the most common mistakes businesses make. That’s why a Business Lawyer is there to help you face the challenges of owning a business.

We help small business owners negotiate settlements and channel their time and energy toward growth and potential instead of putting out fires. We’ll begin by sitting down to discuss how you can implement a robust legal, insurance, financial and tax system that will streamline your business operations and minimize your risk of encountering contract disputes.

We offer a complete spectrum of legal services for businesses and can help you make the wisest choices on how to deal with your business throughout life and in the event of your death. We also offer a LIFT Start-Up Session™ or a LIFT Audit for an ongoing business, which includes a review of all the legal, financial, and tax systems you need for your business. Call us today to schedule.

 

Opening a New Location? Follow These Three Steps First

Opening a new business location is an exciting venture. It also comes with inherent risks. A new site can increase profits and brand exposure, but it also opens up possibilities for failure. Rushing into expansion and opening a new location can do more harm than good if proper preparations are not made. Increase your chances of success by following these simple steps first:

Do Your Research

Deciding where to open a new location for your business should go beyond finding an affordable lease or the new hot retail spot. Just because your business is successful at its current location doesn’t mean it will retain its viability in a new one. Find a location where your product or service is needed but where you won’t face stiff competition. A nearby competitor shouldn’t be a deal-breaker, but it should get you thinking about how you can convince potential customers or clients to choose you over them.

Test the Waters

If you can, test out your product or service in the area you are considering for a new location. Think mobile, low-investment ventures such as food trucks or kiosks. These can both increase your brand’s exposure in the new area and give you a chance to test the public’s response to your company. If the public responds positively to your business, it may be time to set up shop. But if you didn’t get the response you’d hoped for, solicit customer feedback to learn more, and carefully consider other locations.

Put the Word Out

Opening a new location doesn’t guarantee immediate success. The key to a successful opening is to create a marketing strategy that will alert potential customers to your new location. Foot traffic is great, but it can only do so much, so don’t rely on it to ensure success. Work with a marketing specialist to maximize your exposure at your new location. It takes time to build a neighborhood reputation, even if you have another successful location. Expect to invest in marketing while your new site is getting established.

A new location for your business can be a profitable venture if you are strategic and prepare well. Following these steps can reduce your risk of costly mistakes and free up your time and creative energy to can hit the ground running toward great success.

If you are ready to open a new business location, start by sitting down with a Business Lawyer. As your Business Lawyer, we will guide you in making the difficult decisions you face every day as a leader in business, including when and where to open a new location. We look out for your business’s legal and financial future so you have time and energy to focus on growth and expansion.

We offer a complete spectrum of legal services for businesses and can help you make the wisest choices on how to deal with your business throughout life and in the event of your death. We also offer a LIFT Start-Up Session™ or a LIFT Audit for an ongoing business, which includes a review of all the legal, financial, and tax systems you need for your business. Call us today to schedule.

The Surprising Secret to Keeping Good Records in Your Small Business

Keeping good records relieves stress and makes running your business easier and more enjoyable. But it may not look like what you think if you’ve run your business by saving receipts all year long and then trying to handle your bookkeeping all at once at tax time.

First and foremost, don’t handle your bookkeeping yourself. Your focus should be on sales and marketing for your business, with bookkeeping outsourced to someone who does books for a living. But, be careful! Not all bookkeepers are equal.  Find one who will help you to set up systems, like those described in this article, that get you the reporting you need and not just record debits and credits.

Although good record keeping can easily get overwhelming, it’s easy to do if you follow these best practices.

Schedule a monthly meeting with your bookkeeper (and your Business Lawyer, if you have one) to review your P&L and categorize all expenses properly on an ongoing basis. This will keep you from scrambling come tax time, and you’ll maximize all deductions. If your business is earning 6-figures or more, you may also want a weekly financial report prepared for you that shows what you have in the bank, what’s coming in, and what’s going out a set period of time.

Create a system with your bookkeeper so that you do not need to keep any paper records yourself. Instead, send everything to your bookkeeper electronically so that he or she can keep all of your invoices, paid bills and critical paperwork in a digital file for you.

Do your banking with a bank that provides electronic copies of checks, so you don’t need to keep paper copies yourself. Likewise, send your bookkeeper a copy of the invoice or bill you are paying with each check. If discrepancies arise in the future, it will be easy to reference checks and invoices to sort things out.

Ensure your bookkeeper keeps copies of all invoices you send out, and has a thoughtful way of organizing your invoices for easy reference. Your bookkeeper should also keep track of any accounts receivable with monthly reports submitted to you, so you can talk with your Creative Business Lawyer® if you need collection support. Accounts receivable that go on too long or are overlooked, are less likely to ever get collected. Ensure your profit and loss breaks income down by revenue stream, and possibly even by class, as your revenue grows.

Lastly, but most importantly, do not procrastinate on finding the right bookkeeper for your business! Yes, it is an investment, but an important one that will pay out big returns in tax and time savings for you each year.

This is perhaps the most obvious but most crucial best practice. Set aside an hour each week (ideally on the day you’ve scheduled to work ON your business) to review your financials and proactively meet with your bookkeeper each month to review that P&L and keep it up to date.

Good record keeping for small businesses is often more about having a great relationship with your bookkeeper, regularly meeting and knowing what to look at during those meetings than it is about keeping copies of checks and receipts. If you need help getting started, sit down with us as your Business Lawyer for guidance. We can help you put systems in place to help you organize your business and build a foundation for success. Meeting with a trusted Business Lawyer will help you identify what your business needs to thrive.

We offer a complete spectrum of legal services for businesses and can help you make the wisest choices on how to deal with your business throughout life and in the event of your death. We also offer a LIFT Start-Up Session™ or a LIFT Audit for an ongoing business, which includes a review of all the legal, financial, and tax systems you need for your business. Call us today to schedule.