LegaLees

clients, students, and interested parties

Special Event in New York

Published: Thu, 06/30/16

Hi I have made special arrangements with a long-time friend and trusted colleague, Wright Thurston, to allow my students to attend his upcoming Peak…

Special Event in New York

Published: Thu, 06/30/16

Hi I have made special arrangements with a long-time friend and trusted colleague, Wright Thurston, to allow my students to attend his upcoming Peak…

Don't be Duped by Your Lawyer

Published: Thu, 06/30/16

Hi Would you believe that some lawyers will try to set you up with a trust that is better for them than it is for you? If the lawyer sets you up with…

Can I Write My Own Trust?

Published: Thu, 06/16/16

Hi You probably know that it is best to hold property in a trust so that if anything happens to you, the value of your property (your business,…

What Exactly is a Trust?

Published: Thu, 06/09/16

Hi Having finished out the formalities series on protecting your business, I want to change gears to protecting your personal stake in that business.

Ways to Empower Your Financial Future

Published: Wed, 05/18/16

Hi My associate Mike Stevens recently published an article with CNN Money regarding ways women can empower their financial future. I wanted to make…

Formalities Finish!

Published: Tue, 05/10/16

Hi The last four items on my formalities checklist have to do with basic things you need for your business in order to make sure you don't lose your…

Last Day for Special Pricing!

Published: Mon, 05/09/16

Hi Tomorrow is the last day for the special price on my updated and e panded Business Planning and Benefit/Retirement Savings Planning courses. You…

Tip: Use Expense Account Forms

Published: Tue, 05/03/16

Hi We're nearing the end of our formalities checklist. The last few items are pretty straightforward but quite important for the day-to-day operation…

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