Blog

The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that is a powerful warning for everyone - married couples especially - regardless of net worth.  Whether you have significant assets or just want to ensure your wishes are honored during your lifetime and you don't...

The path to entrepreneurial success is paved with challenges and triumphs, often born from humble beginnings. Today, I'll highlight such a story. Audrey Finocchiaro and Sam Lancaster are the founders of The Nitro Bar, a cold brew coffee business in Rhode Island. They started their business in 2016 in Audrey's...

When we hear "bankruptcy," most of us immediately think "failure." But for some of the world's most successful entrepreneurs, bankruptcy wasn't the end—it was a painful but valuable stepping stone on the path to even greater success. These stories offer powerful lessons about resilience, strategic thinking, and the importance of...

Now that we are (hopefully) seeing the beginning of the end for the coronavirus pandemic, many founders are turning their attention back to the crucial fundraising goals they set at the beginning of 2020. For those that want an “easy button” to startup fundraising, the Simple Agreement for Future Equity...

Celebrating Black History Month In honor of Black History Month, I thought I'd share some links to black dancers, writers, artists and musicians whose creative works have changed our world for the better.  Zadie Smith, Alvin Ailey and Etta James have added meaning and beauty to my life. Click on the links below for...

In Part 1 of this series, we explored general estate planning considerations in today's changing landscape, especially those related to taxes, interest rates, and asset protection. Now, let's focus on protecting families with unique planning needs, including LGBTQIA+ families and those with special-needs children.  In this political transition, comprehensive estate...

With a new presidential administration onboarding, the estate planning landscape is shifting beneath our feet. If you've been waiting for the "right time" to create or update your estate plan, there's no time like the present, which presents opportunities and urgencies that demand attention. With anticipated changes on the horizon...

The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for her iconic roles in "Beverly Hills, 90210," “Heathers” and "Charmed," Doherty not only faced a courageous and public battle with breast cancer but also raced against time to finalize...

Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids, or friend’s company. But before you head off on your next getaway, there’s something else you should consider doing that might not sound quite as fun—creating an estate plan. While it...

Employee-Created Intellectual Property: If you're a creative employee, you may be wondering who owns the intellectual property rights to your creations. Employee-created assets can involve all types of intellectual property, including trademarks, logos, designs, illustrations, literary works, photographs, software, and even plants. The general rule is that employers own the...