News

  1. Beneficiary Mistakes to Avoid

    Beneficiary Mistakes to Avoid The odds are that you have a beneficiary. Beneficiaries are common designations in retirement accounts, wills, and trusts. A beneficiary is an individual (or legal entity) who receives something from you at your death. A beneficiary may receive the proceeds from a financial product when the owner passes away. What begins […]

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  2. Let’s Talk Estate Planning

    Let’s Talk Estate Planning Let’s talk estate planning. Preparing for a successful transfer of wealth to your loved ones begins with a comprehensive estate plan. However, many of us often overlook the crucial part of communicating our estate plan to family and heirs. You may have a thorough and up-to-date estate plan. However, your family […]

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  3. Undue Influence

    What is Undue Influence? What exactly is undue influence? Undue Influence is when someone pressures another to act not of their own free will. Instead, a person is coerced, or forced, into taking a certain action.  Undue influence often arises when a friend family member falls ill.  For example, mom is diagnosed with cancer. Her then boyfriend […]

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  4. How to Stress Test Your Estate Plan

    How to Stress Test Your Estate Plan I don’t know about you but I hate being stresssed. I guess it’s because I’m a control freak. I know I’m not alone here. But, one thing I, and you, too, can control is alleviating stress when you die. How? By learning how to stress test your estate […]

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  5. Steps to Reduce Stress Through Estate Planning

    Steps to Reduce Estate Planning Stress I don’t know about you, but I sometimes find life stressful. Ok, let’s be honest here, I often find life to be stressful. A lot of my stress comes from not being in control. When I can’t control what is going on in my life, I become anxious. Anxiety […]

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  6. How Estate Planning Can Reduce Stress

    How Estate Planning Can Reduce Stress Let me ask you this question. What happens when you get stressed? For most people, the flight or fight response kicks in when we are in a stressful situation. And we have certainly experienced some stressful situations that affect our lives in the last decade: 9/11, financial crisis of […]

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  7. Common Business Formation Mistakes

    Top Eight Common Business Formation Mistakes Are you interested in starting your own business? Make sure you do your homework first. Above all, you want to avoid making any or all of the eight common business formation mistakes. Why? Business formation mistakes can torpedo your business before it starts. Starting, and maintaining, a new business […]

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  8. March 2022 Newsletter

    March, 2022 Newsletter Happy Times *|MC:SUBJECT|* *|MC_PREVIEW_TEXT|* THE HAPPY LAWYER TIMES March, 2022 For the love of spring, you need to catch up with all that is happening here at Schweizer & Associates!   Inside this issue: Patient Advocacy Help 6 Essential Business Terms Every Business Owner Should Know Happy Lawyer Corner What’s New at […]

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  9. What is the Difference Between a Limited Liability Company and a Corporation?

    What is the Difference Between a Limited Liability Company and a Corporation? Congratulations! You have started a business. Now you need to decide what type of entity is best for your business. When starting a business, a business owner must first choose which type of entity to create. Two of the most popular entity types […]

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  10. All About LLC’s

    All About LLC’s Many people opt to start an LLC otherwise known as a Limited Liability Company. Wondering what a Limited Liability Company is? Want to know if a Limited Liability Company might be a great option for your company? Stay with me while we enter into a quick tutorial on all about llc’s. What […]

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