NEWSLETTER

Is it time to Update My Estate Plan?: Updated: 11/04/2025 by Michael Leach 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 Plan in 2025 Your estate plan,...

Updated: June 25, 2025, by Michael Leach Wills and Trusts:  In Plain English 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 are rooted in complicated,...

What Is Asset Protection? Do I Need It? Updated: 6/16/2025 by Michael Leach 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 car accident, foreclosure,...

FinCEN Issues New Interim Ruling! Update: 3/22/2025 by Michael Leach 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 2, 2025, indicating that it would narrow the...

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...

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 following the death, but prior to...

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