When it comes to choosing a financial advisor, you’ll want to use, and to really understand, this one word: fiduciary. A fiduciary has a legal duty to act in your best interest. Many in American have trouble really defining the word. Read here to learn more. Read More
Far be it from me to stop you and your plans. Relaxation is important. Unfortunately, what can happen during the summertime is that we tend to get too laid back with our routine. Excuses disguised in a leisure lined wrapper are still excuses and the peril of procrastination looms near. Read More
After considerable thought, you’ve decided how you want your estate to be distributed. You are ready to write your will. But will your family accept your decisions? A successful challenge to your will can alter your estate plan in ways you do not want. Read here to find out more. Read More
We spoke with financial expert and Partner of Custos Family Office, Juan I. Creixell. He gave us his three pronged strategy to revolutionize how we think of our cash we have on hand. He also told us how many months in reserves for expenses to plan for and he also confirmed to us that business is indeed a team sport! Here is an excerpt of our conversation. Check this out to learn more. Read More
The public’s perception of what a notary does and what notarization accomplishes is often incorrect. This is particularly the case when a person brings a document to a notary public to be notarized, thinking that the notarization will in some way “legalize” the document or make it “official.” Read more here. 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 Emmy Award Winning Director, Producer, Country and Pop Song Writer, Author and all-around cool guy, Nick Nanton, where we dive into the biggest problem he sees in brand marketing today. Read More
If you are named as the executor of the estate, you will have a long list of other duties. One of the first things that you will want to do is to contact a knowledgeable probate attorney. He or she can guide you through this process and explain your legal duties. If the value of… Read More
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
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
Comedian Jack Benny Legendary US comedian Jack Benny left an unusual but touching instruction in his will when he died in 1974. “Every day since Jack has gone the florist has delivered one long-stemmed red rose to my home,” his widow Mary Livingstone wrote in a magazine, shortly after his death. “I learned Jack actually… Read More
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
You’ve likely heard people use the saying “rainy day fund,” or emergency savings, but you may not be aware of exactly what that is or why it’s so important. This article will break down why and how to do it. Read More
There are people who think that when they die while married, that everything they own will automatically go to their spouse or children. But there are some situations when the laws can fail many common family situations. Read More
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
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
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
The biggest estate planning mistake that most people make is not making an estate plan. Shockingly, less than half of American adults report having a will or other estate planning documents. Why?
Here are four common reasons.
Read More
Remember the saying, “You can fool some of the people some of the time, but not all of the people all of the time.” Word gets around quickly in an industry, so if you want to be successful for the long haul, you need a good reputation for your business dealings. Here is Part 2 of the rules I live by. Read More
In business there are some unwritten rules. I call them business ethics. Not everyone has business ethics, so be careful. Although the rules I will discuss here are not enforceable in court (for the most part), they will be extremely important for your continued success. Read More
