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Recent Blog Posts

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Is an LLC an Option for Protecting Your Assets?

By David Toback |

Creditor protection and asset protection are often used interchangeably; however, they are not the same. When it comes to your estate assets, these are any items of value that you own including business interests, financial accounts, real estate, and even personal property. Asset protection is taking the right steps to ensure your assets are… Read More »

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Even the Smallest Businesses Need an Employee Handbook

By David Toback |

Regardless of the size of your company, you should have an employee handbook. Many business owners don’t realize that an employee handbook is just as important as any other foundational document. It should serve as a go-to document for your employees and management and just like any other type of organized system, it will… Read More »

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Changes in Life That Require a Change in Your Estate Plan

By David Toback |

Estate planning is a necessary part of getting older. It is when we develop a strategy for managing and caring for our estate if we are incapacitated or when we die. One of the common purposes for estate planning is minimizing costs and taxes, however it should also name a person that will take… Read More »

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Reasons Why Florida May Be the Best State for Start Up Businesses

By David Toback |

Everyone knows that Florida is a great place to retire. What many people don’t realize it is also a great place for young entrepreneurs and middle age individuals to relocate and settle down. Florida not only has the perfect warm climate, but it is also a great place to start your small business. An… Read More »

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Is Your Estate Plan Being Threatened by One of These Issues?

By David Toback |

You know you need an estate plan but having a poor estate plan can also be a recipe for disaster. While having an adequate estate plan can help with some of these disasters, there are still several threats that could derail your final wishes, as detailed below: Family Conflict – According to most experts,… Read More »

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Do I Really Need to Keep All of This Paperwork?

By David Toback |

Regardless of how long you have been in business, or whether your business is a partnership, limited liability company, sole proprietorship, or corporation, it is imperative that you keep good business records. However, if you have years of paperwork and documentation piling up on the shelf or in file cabinets, you may be wondering… Read More »

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Plan Now if You Have Just Received a Dementia Diagnosis

By David Toback |

If you have just received a dementia diagnosis, it is important that you ensure your affairs are in order. Too often, we procrastinate going to an attorney to make sure the estate and incapacity plan is in place. However, reaching out to an attorney can help protect assets, benefit eligibility, avoid probate, and much… Read More »

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Some Laws Don’t Apply to Your Small Business

By David Toback |

It’s no secret that businesses have many rules and regulations they have to follow, especially when it comes to their employees. However, small businesses may not have to follow all of these rules depending on how many employees they have. For example: Discrimination Laws  Some small businesses may be exempt from the ADEA, ADA,… Read More »

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Protecting Your Digital Assets When Planning Your Estate

By David Toback |

More and more we handle our personal business online. Recent studies show that some 40 percent of bank customers manage their accounts from a computer and another 26 percent use their mobile devices. While some of these accounts may be accessible to an estate administrator through traditional means, others may only be accessible through… Read More »

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Five Documents All Businesses Need

By David Toback |

While many start-up businesses have limited resources to work with, it is still a good idea to have a business planning attorney draft a few legal documents that can spare the business owner a lot of headaches and hefty expenses throughout their journey. While the list below isn’t an exhaustive list of documents a… Read More »

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