Three Key Steps to Business Succession

Many business owners are so wrapped up in their business that they don’t even think about a succession plan until a year or two before they want to retire. Yet, preparing for the transition of your business could save you heartache and protect your family from unnecessary financial risk. Learn more here. Read More

The Brick In Your Garage

If you have a Ferrari and you never change the oil and you never put air in the tires, never washed it and drove it until it gave you it’s all every day, how long do you think it will take for that luxury car to be a brick in your garage that’s not very useful, let alone drivable? The same thing goes for your business entity formation. Find out more here. Read More

Taking advantage of your benefits

This week’s post is an excerpt of our interview with health insurance expert and friend, Tina Holliday Cerda of Laurel Insurance Agency & Associates for our YouTube show The Solution Point, where we reveal solutions to everyday problems in your life, business and the law. Read More


Esta semana, he recibido varias preguntas de clientes que están en México que quieren hacer negocios aquí en los Estados Unidos. Hay algunas cosas que son importantes a tener en cuenta cuando usted viene de fuera del país. Lea más aquí. Read More

What You Need To Know About Real Estate Syndication

In this episode of our podcast, The Solution Point – where we reveal solutions to problems in your life, business and the law – I talk with Tilden Moschetti of Altitude Syndication Founder’s Club. He shares with me the ins and outs of real estate syndication.

Here the excerpt of the transcript: Read More

Evaluating Real Estate

So, how do you evaluate real estate? No matter where you live, you’ll find that there are plenty of properties for sale. There may be commercial or residential developments or vacant land available for purchase. You need to be careful not to fall into the trap that some new real estate investors fall into, being… Read More

What is a Miller Trust & How Can it Help Me?

Something I want to talk to you today is a thing called a Qualified Income Trust. Now, the common everyday term for this is also a Miller Trust, and it nothing to do with the beer. This is an estate planning strategy I employ for my clients that helps them receive government benefits when they… Read More

The Pricing Mindset: Molding the Mind for Profit

In this episode of The Solution Point, we meet with our marketing mentor, Richard James. We take a deep dive into what it takes to mold your mind to be profitable and how it really comes down to having a mindset for proper pricing. During the day (and night, we are sure) Richard James focuses his time in taking small law firms from chaos to thriving; and helps arm attorneys with the tools they need to run any kind of business. Read More

Finding Real Estate Opportunities

Real estate opportunities will rarely go looking for you. And don’t forget, other people are looking for these opportunities as well. If you’re not looking, someone else will get them before you even know about them. Here are some tips to stay on top of money making opportunities. Read More

Tough Decisions Made Easier

One of the many decisions you will need to make about your estate plan is whether you want to avoid probate or decide if it makes sense for you. Probate is the legal process for settling an estate after someone has died. It is also known as estate administration. The main purpose of probate is to provide inheritors of a deceased person’s property with clear title to the property. Here are some things to think about and what might work better for you. Read More

How a Lady Bird Deed is a Good Option

Hello Friends, I’ve got a topic I wanted to talk to you all about. This is something that’s not a new issue, but it’s something that started coming in more frequently to our office. So, there’s a thing called Medicaid Recovery Program. This program is designed so that if your family member received Medicaid benefits,… Read More

This is an excerpt of a recent taping of our new You Tube Show and podcast we call The Solution Point – where, with our guests, we reveal solutions to everyday problems in life, business and law. In this taping we met with Raul Garza, a top CPA, and he shared with us some of the ways to overcome the hurdles and challenges of the second round of the PPP loan. Read here for more… Read More