“Funding” is a common term used by estate planning attorneys. Once we create a trust for our clients, we discuss the importance of funding their trust. This is usually met with, “What do you mean, ‘fund’?” Executing a trust provides an orderly disposition o...

Four weeks ago in New York City, I was honored to be invited to join the “Fortune Top 50 Most Powerful Latinas.” At the ceremony, we were wined and dined and attended workshops throughout the day where we got to know one another. Patty Sellers, executive direc...

Recently, while dropping my 4-year-old twins off at preschool, my son Michael clenched my hand, saying he didn’t want me to leave. When I told him that I had to go to work, he quickly changed his tactic, this time asking me why I was going to work. Recognizing...

Playing Bigger the Right Way in 2017!

It’s the start of a new year, and what better way to begin a prosperous, more productive year than by checking on the things that will make your life better, safer, and more enjoyable? Various check-ups in your life can save you time and eliminate frustration....

I recently wrote a white paper about the impact of companies when their leaders focus on the company’s purpose and reinforce the company’s core values. As we approach a season of special DAYS: Father’s, Graduations & Weddings, it occurred to me that the sa...

Wondering how long you should keep your tax records? The answer isn’t all that simple. In many cases, the federal statute of limitations can be used to help you determine how long to keep records. With certain exceptions, the statute for assessing additional t...

As leaders we are called upon to inspire others to follow our lead and walk alongside us on a journey that is bigger than us – this journey can be accomplished through the collaboration of groups of people with similar values, vision and purpose. This happens ...

Do you use your home for business? You may be able to deduct expenses for business use. If you qualify, you can claim the deduction whether you rent or own your home. There are two methods to claim your deduction: simplified or regular. Here are six tips to he...