Blog
Brian’s blog is where legal planning meets real life. Whether you're navigating estate planning for the first time, thinking about how to protect your assets, or running a small business and wondering what legal documents you might be missing, this is the place to start.
In clear, plain language, Brian shares short articles, checklists, and insights drawn from years of experience as both an attorney and a financial professional. Topics range from common estate planning mistakes and trust funding tips to deeper dives into business succession, tax strategies, and real-world case lessons.
Tax Benefits of Homeownership: Maximize Your Savings
Beyond the pride and joy of owning a home, there are significant financial benefits that come with homeownership, especially during tax season. However, understanding these benefits can be daunting...
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Why Using Retirement Funds Now Could Hurt You Later
In light of current economic challenges, including record inflation and a potential recession, many people are facing significant financial pressures. The average credit card debt, which stood at...
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