20 03, 2019

What to Do After a Loved One Dies

By |2019-03-19T10:08:18-07:00March 20th, 2019|Categories: Estate Planning, Probate, Trust, Uncategorized, Will|Tags: , , , , , |0 Comments

If you've been appointed an executor of a loved one's estate, or a successor trustee, and that person dies, your grief – plus your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out-of-town and (eventually) meeting with a trust administration or probate lawyer [...]

18 01, 2018

Removing the Rose-Colored Lenses of Starting a Business

By |2018-01-28T12:59:31-07:00January 18th, 2018|Categories: Business Planning|Tags: , , , , , |0 Comments

Many entrepreneurs and small business owners begin their careers with a little too much enthusiasm and too little pragmatism.  They have on proverbial rose-colored lenses. The entrepreneur dream of being their own boss and all the benefits that go with it.  They fail to recognize that owning your business is [...]

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