AR&H News & Blog
A Common Misconception: I Have a Simple Estate, I do not Need to go through Probate
By Daniel A. Perry, Esq.As an estate planning attorney, I am always amazed at the number of misconceptions that people hold regarding a certain process or proceeding, especially one as important as estate planning and probate.One very common misconception that I often hear:“I have a very simple situation, my financial accounts are already set up […]
Registration Requirements for Private Funds
By: Daniel A. PerryWhat are the registration requirements for private funds? Before we answer this question, we must determine whether a private fund is required to register with the Securities and Exchange Commission (“SEC”). General compliance with the securities laws involves a thorough understanding of the Securities Act of 1933. As a general rule, a […]
You Can Contest a Will … But Did You Know That You Can Contest Beneficiary Designations?
By Daniel A. Perry, Esq.There are many people (although, certainly not enough people) who take the time to plan their estates and engage in basic legal life planning. However, if you use the wrong strategy you can end up in court for years and years costing tens, if not, hundreds of thousands of dollars.Many people […]
If you own an Online Business, Read this article!
By: Daniel A. Perry In recent years, the sale of products online by independent sellers have reached all-time highs because of websites such as Shopify, Amazon, and Alibaba. Big name-brands have also jumped into the online sales business with large capital investments into the sale of products online. Recently, Tesla announced that they would be shutting […]
Which Legal Entity is Right for My Business?
By Daniel A. Perry, Esq.One of the passions that I have in addition to the law is helping new entrepreneurs with starting and succeeding in business. There is nothing greater, in my opinion, then being your own boss. However, in today’s legal landscape, choosing the correct legal entity can make all the difference in the […]
Protecting Your Children’s Inheritance from Divorce and Litigation is Easier Than You Might Think
By: Daniel A. Perry There is a fact of life that we all must accept. We are living a very litigious society. According to recent reports, there is an estimated 15 million lawsuits that are filed in the United States every year, and unfortunately, the number is growing. Each one of us works our entire lives […]
The Risks and Dangers of Using Joint Tenancy to Avoid Probate
By Daniel A. Perry, Esq.I hear it all the time … “Dan, we found out how to do this on our own without a trust and without a lawyer. We are just going to title all our accounts as joint tenants so we can avoid probate.”The only advantage to titling accounts as joint tenants is the […]
Paying for Long-Term Care: Unique to Each Family’s Situation
By Daniel A. Perry, Esq.The decision to transition a loved one to a long-term care nursing home facility is never an easy decision. In addition, the decision and discussion on how to pay for a loved one’s long-term care is an equally difficult decision.Furthermore, paying for long-term care is unique to each family’s circumstances and […]
Advice for Starting a Business
By: Daniel A. Perry Starting a business is one of the biggest decisions you can make for your career. It can affect your career, your family, and your future. It is no secret that 30% of businesses fail in the first two years, and nearly 50% fail in the first five years. Many times, it is […]
Second Marriages and Estate Planning
By: Daniel A. Perry For many of my clients, they are on their second marriage. Recently, I was speaking with a married couple who told me that they each had been married before and have adult children from a prior marriage. Both clients had completely different needs when it came to their estate planning.One spouse wanted […]