Practice Management

When you own a business, it becomes more than a paycheck; it is your life’s work. The business can be immensely personal, and the sale of it can be life altering and emotional, even in the best situations. You may be asking yourself: “Do I really need to hire a lawyer to sell my business?” While you are the expert on your company, we are the experts on the legal ramifications, liabilities, and protections you and your family need
Continue Reading I Am Selling My Business – Now What?

Legal work runs on documents. Case files, contracts, discovery materials, correspondence – they accumulate. Whether you’re building a timeline from scattered dates, searching for contradictions in witness statements, or extracting key clauses from multiple agreements, the process is often slow, meticulous, and time consuming.
In my recent Wisconsin Lawyer article, “NotebookLM for Lawyers: AI That Focuses on Your Documents”, I explore a different approach to AI in legal practice—one that focuses exclusively on your documents rather than pulling
Continue Reading NotebookLM for Lawyers: AI That Focuses on Your Documents

Have you ever been frustrated that some important websites don’t offer email alerts or RSS feeds? Manually keeping track of changes can be very time-consuming. Fortunately, website monitoring tools solve this problem by automatically watching pages and sending notifications when changes occur.
There are many website monitoring tools available, each with different features and capabilities. While there are multiple options available, I heard the most good things about Distill and Visualping so I gave them both a try.
Continue Reading Monitoring Webpage Changes with Visualping

Choosing between an LLC and an S-Corporation isn’t just a tax decision — it’s a family protection decision. The business structure you choose affects liability, control, taxes, succession planning, and even whether your business ends up tangled in probate.
If you’re a local small or mid-size business owner, understanding these differences can help you safeguard what you’ve built and protect the people you love.

LLC vs. S-Corp: Quick Comparison Chart

Feature
LLC
S-Corporation

Liability Protection
Strong limited liability for


Continue Reading LLC vs. S-Corp for Small Business Owners: Which Protects Your Family Better?

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Dec. 2, 2025 – The State Bar of Wisconsin, along with more than a dozen other state bar associations nationwide, is experiencing a new and highly targeted phishing attack aimed at our members. We want to ensure you are aware of this threat so you can protect your personal information and help prevent further exposure.
What’s Happening
Multiple bar associations, including ours, have reported a surge in phishing emails sent to members. These emails appear to come from organizational


Continue Reading Scam Alert: New Phishing Campaign Targeting State Bar of Wisconsin Members

I imagine a lot of you got into law for the same reason I did – I wanted to help people and make a decent living while doing it. It hasn’t always been easy, whether it is a difficult client or a difficult issue.

Now, after 37 years of practice, I’m preparing to retire with one clear certainty: we are better lawyers when we’re not alone.

I’ve been thinking about what made the difference over these decades. It wasn’t


Continue Reading We Are Better Lawyers When We’re Not Alone

On November 13, 2025 the Internal Revenue Service announced the cost-of-living adjustments for the various qualified retirement plan limits.  Almost all of the limits shown below have increased from last year.
 

Qualified Plan Limit
Cost-of-Living Adjustments

401(k) and 403(b) elective deferral limit

2025 – $23,500

2026 – $24,500

$200,000 compensation limit

2025 – $350,000

2026 – $360,000

$160,000 defined benefit limit

2025 – $280,000

2026 – $290,000

$40,000 defined contribution limit

2025 – $70,000

2026 – $72,000

$80,000 definition
Continue Reading 2026 Qualified Plan Cost of Living Increases, 2026 Social Security Taxable Wage Base

I visited the SkyFarm in Houston, Texas. August, the lead farmer on this 5.5-acre green space located on a rooftop downtown, took time on an autumn morning to talk about how they can build a space that gets 10-12 hours of sun and reach temperatures up to 170°F into a green space in a sustainable, regenerative way – all with just 6-12 inches of soil – and in a way that the building owner wants to keep that green
Continue Reading Grow With Intentionality 

In August of this year, the US Post Office announced a new rule that included without much fanfare a MAJOR change in when letters are postmarked. Under this new rule, most letters will no longer be postmarked on the day the letter is received by a post office but instead postmarked a day later when the letter is processed at a regional mail processing facility.
It is important that mailers understand the distinction between the date when the Postal
Continue Reading Postmark changes at the Post Office and late mail

For years, I kept too much in my head: deadlines, facts, half-finished ideas. It slowed my thinking. Recently I started treating project management as a drive and AI as a processor. The split is simple and it is starting to work.

The drive is where the work lives when I am not doing it. For me that is Asana, our firm’s project management tool. A task carries a short description of the goal, real dates, links to source files,
Continue Reading Memory and Compute in Everyday Practice

Earlier this month, I had the privilege of making my annual trip to Wisconsin Dells to attend the 2025 Wisconsin Solo & Small Firm Conference. As with each year of the conference, it was a reminder that, even as attorneys characterize themselves with independence (solo and small firm attorneys especially so), community is essential. Solo and small firm attorneys face unique challenges of managing law firm operations themselves, including client intake, billing, legal research, and even drafting blog
Continue Reading Small Firms, Big Ideas; Reflections from the 2025 Wisconsin Solo & Small Firm Conference

When most people think about estate planning, they picture bank accounts, real estate, investments, or family heirlooms. But in today’s world, an equally important part of your legacy lives online: your digital assets.
From photos stored in the cloud to cryptocurrency wallets, your digital life carries value—both sentimental and financial. Ignoring these assets could leave your family frustrated, locked out, or even vulnerable to fraud.

What Are Digital Assets?
Digital assets include more than just your social media pages.


Continue Reading Why Digital Assets Belong in Your Estate Plan

Limited liability companies, or LLCs, are comprised of owners identified as “Members” under the LLC’s organizational document, which in Wisconsin is called an Operating Agreement.  A Member’s ownership interest is typically denominated in units and expressed as a percentage of overall units called “Membership Interests.”  The number of units issued is typically tied to the Member’s capital contributions to the LLC.  When a Member is considering a sale or transfer of the Member’s Membership Interests in the LLC, proper
Continue Reading Five Considerations When Selling Your Limited Liability Company Membership Interests  

In case you missed it, the latest edition of the Bluebook has introduced a new rule on citing AI-generated content. While I agree that a rule addressing GenAI was needed, unfortunately, Rule 18.3’s approach misses the mark.

University of Idaho law professor Jessica Gunder has published a thorough critique of the new rule titled “Yikes! The Bluebook’s Generative AI Rule is Flawed” that lays out exactly why Rule 18.3 is problematic. Her analysis raises serious concerns that legal educators,
Continue Reading The Bluebook’s New AI Citation Rule Misses the Mark

Want to hear the easiest way to clear up your calendar, your stress, and your risk? How to improve your work and life? It’s simple! Say “no.”

Now, it is simple to suggest that, but we all know it isn’t as easy to do. But I have found it to be easier if I prove to my Agriculture Economics college professor that I was, in fact, listening in class. I remember that opportunity costs are real. “Opportunity cost is
Continue Reading The Value of No

The rush to integrate AI is understandable. New tools promise faster drafting, richer research, and smoother operations. Adoption alone, however, is not enough. When powerful systems land in people’s hands without a shared understanding of how to use them well, the risks expand as quickly as the possibilities. A parallel track in AI literacy changes that. It develops users who are curious, appropriately skeptical, and legally careful. It also tends to produce better work.

By AI literacy, I mean
Continue Reading Adopt the Model, Train the Human: AI Literacy as the Parallel Track to Integration