Blog posts created by this author
A compelling courtroom strategy for divorce? Here's why this Divorce Financial Analyst takes his clients to family court to observe active cases. Read more
There are many ways to obscure & underreport income to the taxing authorities; reviewing tax returns can alert attorneys to the possibility of hidden income. Read more
Handled properly, succession planning can be a seamless process that keeps family relationships close – during the transition and long into the future. Read more
Valuing a business in isolation may cause you to miss key financial information; a 360-degree approach could yield radically different results. Read more
What are the legal ramifications of a separation/divorce during the surrogacy process? Can a surrogate keep the baby if the parents decide to give him/her up for adoption? Read more
New laws include initiatives to root out financial elder abuse and exploitation – from financially abusive family members or criminals targetting the elderly. Read more
An ill-informed lawyer could cost a special-needs child their government benefits. Avoid these pitfalls when it comes to child support, trusts, and benefits. Read more
There are a variety of "tools" in a good divorce attorney's toolbox; here are three practice tips on how to implement those tools to best serve our clients. Read more
Using outdated billing options or inefficient software could lead you down the dangerous road of inaccurate bills, dissatisfied clients, and serious complaints. Read more
Financial advisors (or a collaborative financial team) rely on relationships with other professionals to deliver the best service to high-net-worth clients. Read more