NEWSLETTER

Is it time to Update My Estate Plan?: Updated: 01/07/2026 Reviewed by William E. Frazier Attorney and Managing Partner What we will cover in the estate planning update checklist: Have your children reached adulthood? Do you need to name different fiduciaries? Has your spouse passed away? Have recent laws changed the could affect your estate plan? Cleaning Up Your Estate...

Updated: June 25, 2025, Reviewed by William E. Frazier, Attorney and Managing Partner. Wills vs Trusts:  Explained The vast majority of us have heard of wills and trusts. Most articles written on wills and trusts often presume that everyone knows the basics of these important estate planning documents. In reality, many of us may not. Many of the legal concepts...

What Is Asset Protection? Do I Need It? Updated: 6/16/2025 Reviewed by Attorney William E. Frazier When you hear “asset protection planning,” you may think of people like Jeff Bezos, Elon Musk, or Warren Buffett. Many believe that only wealthy families and people in high-risk professions need asset protection planning. In reality, everyone is at risk of being sued. A...

Read the 12/3/2024 court documents hereFinCEN Issues New Interim Ruling! Update: 3/22/2025 Reviewed by Attorney William E. Frazier. On March 21, 2025, the Financial Crimes Enforcement Network (FinCEN) issued an interim final rule that significantly alters the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act. This action follows the U.S. Department of the Treasury’s announcement on March...

Developing Juror Trust with Integrity and Personality: By Attorney William E. Frazier September 24, 2007, in Redwood City, California, I found myself trembling in my Florsheims before twelve jurors and two alternates with a stack of neatly printed index cards and a new appreciation for trial lawyers. I was a fourth-year associate starting my first jury trial and had the...

Reviewed by Attorney William E. Frazier My Loved One Has Died – What Do I Need to Do? An Estate Administration Checklist provides peace of mind. There are several practical and legal estate administration considerations that a person named as the personal representative or executor of an estate or successor trustee of a trust should address in the initial weeks...

A presentation to assist businesses with understanding the effects of recent federal legislation related to COVID-19....