Blog
15 Tough Questions To Ask An Estate Planning Attorney Before You Write A Check
Before you break out the checkbook with an estate planning attorney, you want to make sure it's worth your money. How can you be certain that this practice will meet your needs? Ask the attorney these 15 tough questions, and you'll be on to the next step in no time....
How Does Our Approach to Estate Planning Help You?
What Our Approach to Estate Planning Does For You Our education-based and collaborative approach to estate planning sets us apart from other attorneys and helps you grow your practice. How? By setting you up for success with your clients. Helping your clients achieve...
LET’S TALK ABOUT FEES
Fees and Value Fees indicate value. Everything worth having comes with a fee. As a buyer, our goal is to discover what products and services are worth their price. We only want to pay for something that will bring true value to our lives. Today it costs several...
PRICE VERSUS COST
By James L. Moore, JD, CExP, Law Offices of James L. Moore, PC What is price versus cost? Let's look at an example: There were two couples sitting in a meeting with our team of collaborative advisors. One couple was worth $35 million and one couple was worth $2...
Common Considerations for Using a Liability Waiver in Your Business
One of the biggest risks that businesses face is exposure to lawsuits that involve injury and loss claims. Liability waivers are used most commonly by businesses that offer inherently dangerous activities. These can include ski resorts, amusement parks, and gyms....
What Is an Equity Purchase Agreement and Why Do I Need One?
An equity purchase agreement is also known as a share purchase agreement or a stock purchase agreement. It's a contract that transfers shares of a company from a seller to a buyer. Equity purchases can be used to acquire a business in whole or in part. They are...
Asset Protection and Taming The Planning B.E.A.S.T.
The planning beast is always lurking. Will you be its next victim? By James L. Moore, JD, CExP The primary focus of most entrepreneurs is running a successful business. For this reason, proactive planning often gives way to the demands of the day. This is...
Family Estate Planning – Beneficiaries Get Hit With Big Headache
By Sandra Block, USA TODAY In the Charles Dickens classic; Bleak House, a dispute over a will drags on for decades, leaving a legacy of wasted lives. One character shoots himself; another explodes. When the estate is finally settled, the entire fortune has been...
What is Proper Estate Planning?
You want to control your property while you are alive and well, taking care of your loved ones and yourself if you become disabled. Before or after your death, you want to distribute your property to whomever you want, whenever you want, and however you choose. You...
Is Estate Planning Really a Lifetime Process?
Is estate planning really a lifetime process? We get asked this question often. The short answer is "yes". Estate Planning is not a "one-shot" event. Instead, it is an ongoing process. This is because families change...goals change...assets change...and the law is...