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COVID-19 Lesson: You Need A DPOA

Here’s a quick test. Which of these Estate Plan Documents is the most critical? Will, Revocable Trust, Durable Power of Attorney or Health Care Power of Attorney? The most common answer is the “Will.” The “Durable Power of Attorney” is the correct answer - here ‘s why. The Durable Power [...]

By |2020-04-27T10:45:56-04:00April 27th, 2020|Uncategorized|0 Comments

COVID-19 News – Business Owners Take Action Now!

The new, $2 Trillion Act to provide assistance is called CARES – and has now passed the House and Senate. By the time you read this, the President will probably have signed it and it will be law. There are many relief provisions in the Act, but I want [...]

By |2020-03-30T07:34:11-04:00March 27th, 2020|Uncategorized|0 Comments

Changes To Fico Scoring May Lower Your Score – OMG!

Wow – this is a crisis. As reported in the Wall Street Journal on January 23, 2020, FICO announced its newest software version used by its financial institution customers will change the rating mix. The changes will be designed to lower scores on consumers that have high debt levels [...]

By |2020-02-17T13:49:19-05:00February 17th, 2020|Uncategorized|0 Comments

Did You Get Carried Away?

THE WALL STREET JOURNAL reported on January 16th that December retail sales increased a seasonally adjusted 0.3% from a month earlier. The Article goes on to quote Joseph Brusuelas, chief economist at RSM US LLP, indicating, “The consumer’s in solid shape,” and “a good description of this report would [...]

By |2020-01-21T09:00:07-05:00January 21st, 2020|Uncategorized|0 Comments

Insist Upon Character and Eliminate Procrastination

I always reflect during the holidays. While I often assess – the holidays are a time where I look at where we stand as a nation and do a self- assessment as to personal and business goals. I watched some of my favorite movies; Dave, The American President, Remember [...]

By |2020-01-06T13:42:33-05:00January 6th, 2020|Uncategorized|0 Comments

Some People Don’t Know How to Take a Compliment!

My wife, daughter, and I were enjoying a stroll early on Saturday evening in Miami. To our right and just ahead of us, my wife noticed a convertible and remarked, "I didn't know they still make Sebrings." I looked over and noticed a black convertible with what looked like the [...]

By |2018-04-30T09:03:07-04:00April 23rd, 2018|Uncategorized|0 Comments

Farewell my Friend – You Set the Standard

A consequence of gaining in years – is that if you are lucky enough to live long enough, you see more and more of your friends pass away.  It’s looking like that kind of year for me. Last Sunday, Cliff Russell, my friend and host with me of Law and [...]

By |2018-02-24T12:24:50-05:00February 24th, 2018|Uncategorized|0 Comments
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