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You Don’t Win if You Don’t Learn

Posted on February 11th, 2021

Gain insight from Business Interviews  A while ago, one of my good friends, and amazing businessman, recommended that I read Thinking in Bets, by Annie Duke. It’s a well written story about how we all use assumptions to support the results of what happens to us in life and business. She backs up her premises […]

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Be Prepared

Posted on February 3rd, 2021

Your Business During the COVID-19 Pandemic It sucks, but the number of Covid cases continue to rise. As I sit down to write this article, we are now averaging over 500 new cases per day and even crossed over the 700 number a couple of times. With the rising number of cases, we are getting […]

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The Notary Journal

Posted on February 1st, 2021

All Montana notaries are required by law to maintain one or more journals in which all notarial acts are recorded. The journals may be either a permanent, bound paper journal designed to deter fraud or a permanent, tamper-evident electronic journal. Each journal entry must include the date and time of the notarization; the type of notarial […]

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Beware of IOLTA Scams 

Posted on January 27th, 2021

I used to manage an attorney-owned title agency in Florida.  It was part of my job to wire closing proceeds from our trust account to sellers of real estate (sometimes millions of dollars) on a daily basis.  One day, I received an email from a trusted client instructing me to wire $40,000.00 of his net […]

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A Quick Guide to Creating Living Trusts

Posted on January 23rd, 2021

Living Trusts Living trusts can be a savvy form of proper estate planning. They ensure that assets you own are distributed according to your wishes after your death. Although it is possible to create one of these documents without seeking legal advice, it is highly recommended that you use an experienced living trust lawyer to […]

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