Category: AAC

One of the first things I learned when studying to become a therapist was the need to take care of myself. If I don’t do that, I can’t take care of anyone else. This was brought home to me a few weeks ago when I was speaking with my accountability partner. She’s a lawyer and…

No Questions, No Answers, Just Smart Business Practices In The Age Of Cyber Theft And Ransom We are all subject to cyber crimes. It doesn’t matter what size law firm you have. According to a security blog HashedOut, more than 22% of ransomeware attacks in Q1 2019 targeted professional services organizations (CPAs & Law Firms).…

There is a common misconception that estate plans are only for the ultra-rich – the top 1 percent, 10%, 20%, or some other arbitrary determination of “enough” money. In reality, nothing could be further from the truth. People at all income and wealth levels can benefit from a comprehensive estate plan. Sadly, many have not…

So many children I love have graduated from high school this year. As they go off to college or traveling or starting their first full time job, I sound like a broken record: Make sure you give people you trust permission to take care of you and directions on how to do that for you!…

Estate planning is more than filling out a form and then signing some papers. I talk to all of my clients who are pet owners about their wishes for their fat cats and sleek dogs and long living turtles and snakes. Maybe your sister will take the parakeets, but will she be able to afford…

Congratulations on the purchase of your new home. Whether this is your first home or an upgrade/downsize, the purchasing of a home is a big event in your life. When these major life changes occur, it is important that you are properly prepared. Below are a few things for you to consider now that you…

I got a call a few weeks ago from someone who I thought was a potential client. But his financial advisor had told him to make sure his parents had a revocable trust for their home in San Francisco, and incapacity planning in place to ensure that he knows how, and would have the legal…

Who Do You Love? Who Do You Trust? I ask every client “Who do you love. Who you do trust.” Initially, no one knows how to respond to these questions. Everyone wants to talk about who will receive their assets. That is not why I ask. The people we love and trust, the people who…

Advice columnist Ann Landers once observed that “love is friendship that has caught fire.” If that’s true, there are thousands of ways for that blaze to unfold. For many Americans, such devotion and passion do not need to be neatly formalized as marriage. In fact, our cultural norms are shifting, and quickly. Consider the following:…