Trademark Basics

Posted by Chris Wendland | Jul 09, 2018 | 0 Comments

                A business name can be a valuable asset.  It represents a key part of your brand identity.  Logos and fictitious names can also represent significant market value for a business.  These assets are called trademarks (for products) and service marks (for services).  Claiming the rig...

Why do I need a will?

Posted by Chris Wendland | Mar 14, 2018 | 0 Comments

Whether you know it or not, you already have a will.  Its just a question of who wrote it – you or the State?  Unless youve had a will done yourself, the state legislature has already written one for you in probate law.  Heres what the States will provides: Anyone interested in your estate...

Risks of Joint Ownership

Posted by Chris Wendland | Sep 08, 2017 | 0 Comments

People often consider joint ownership of assets as a convenience for getting help in managing their money (e.g., having an adult child as joint owner) or maybe as a way to avoid probate of their estate. These are real benefits, but there are risks that should be considered before setting up joint...

Making a Financial Gift - How Does Gift Tax Work

Posted by Chris Wendland | Dec 22, 2016 | 0 Comments

Whether it is Christmas or another occasion, you can make financial gifts to anyone by keeping a few simple rules in mind.  Note that these rules apply for gifts to other people, not to charitable gifts. According to IRS guidelines, in 2016 you can gift up to $14,000 (annual gift tax exclusion...

An Ounce of Prevention

Posted by Chris Wendland | Nov 30, 2016 | 0 Comments

When thinking about estate planning, most people think of wills, trusts and other safeguards for handling affairs after death.  But what if you find yourself in a situation where you're living but not able to care for yourself?   Having arrangements in place for your family when you are gone is i...

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There are basically two kinds of clients – those desiring to pursue or maximize opportunities, and those looking for an acceptable resolution to a problem. Chris has capably served both for many years. Whatever your project, we know it is important to you. Chris will give you counsel that is timely, sensible and practical.

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