The Mark You Leave

James River Law

Presented by James River Law, The Mark You Leave explores the entrepreneur's journey, offering insights into business formation, contracts, intellectual property, mergers and acquisitions, succession planning, and estate planning. 

Episodes

  1. 10/22/2025

    What Is an Estate Plan? Everything You Need to Know About Wills, Trusts, and Powers of Attorney

    In this episode of The Mark You Leave, Alex Mejias and his colleagues Bri and Tariq from James River Law take a deep dive into one of the most important — and most misunderstood — topics in personal and business planning: estate planning. They unpack what an estate plan actually includes, why it’s about more than just a will, and how to protect yourself, your loved ones, and your legacy — no matter your age or income level. Whether you’re a creative, entrepreneur, or young professional, this episode breaks down essential estate planning tools like Wills, Trusts, and Powers of Attorney in a conversational, approachable way. 🧾 What You’ll Learn ·       What an estate plan really is (and isn’t) ·       Why a Will matters — even if you don’t own a home ·       The role of Trusts in avoiding probate and protecting your assets ·       What “incapacity” means and how Powers of Attorney work ·       How a Living Will and Advance Medical Directive help make difficult medical decisions easier ·       The difference between Will-based and Trust-based estate plans ·       Why everyone — not just the wealthy — needs an estate plan 🗣️ Key Quotes “A lot of people think estate planning is just about death — but really, it’s about life, and making sure you and your loved ones are cared for no matter what happens.” – Alex Mejias “Trusts aren’t just for the rich. They’re tools for anyone who wants to save time, money, and stress for their family.” – Bri “The biggest reason people finally create an estate plan? They’ve seen firsthand how hard it is when a loved one doesn’t have one.” – Tariq Connect with Us: Website: jamesriverlaw.com Instagram: @jamesriverlaw LinkedIn: JamesRiverLaw Contact: hello@jamesriverlaw.com Book a Call: jamesriverlaw.com/book-a-call 👉 Like, subscribe, and share to stay tuned as we explore the full journey of entrepreneurship — from start to legacy.

    24 min
  2. 10/16/2025

    Succession Planning 101: Buy-Sell Agreements & Insurance for Small Business Owners

    Guest: Brandon Smith, Independent Financial Planner, Milestone Financial Solutions Host: Alex Mejias, Founder & Managing Attorney, James River Law If you’re a closely held or family business (1–4 owners, ~10–15 employees), this episode is your practical guide to business continuation and succession planning. Alex and Brandon break down buy-sell agreements, valuation methods (handshake, informal, and formal valuations), funding options (loans, sinking funds, term & permanent life insurance), and when to use cross-purchase vs. entity/stock-redemption structures. They also dig into key person insurance, disability coverage, tax considerations for S-corps vs. C-corps, and what actually happens when planning is ignored—or done well. What you’ll learn The two must-haves in any buy-sell: valuation method & funding methodCross-purchase vs. entity redemption: when each structure fitsWhy term life is often the most affordable funding—and when permanent/VUL can make senseHow key person and disability insurance keep the lights onS-Corp dividend vs. payroll treatment, and why you don’t deduct life insurance premiumsSector tips: restaurants, trades (plumbing/HVAC), professional services, creatives & athletesReal stories of success and failure that show the stakesResources & links Milestone Financial Solutions: milestonefinancialsolutions.comJames River Law (buy-sell agreements & estate planning): jamesriverlaw.comWant help drafting or updating a buy-sell? Book a consult at jamesriverlaw.com.  Need funding/coverage options? Talk with Brandon at milestonefinancialsolutions.com.   Disclaimer This episode is for informational purposes only and is not legal, tax, or financial advice. Consult your attorney, CPA, and licensed advisor for guidance specific to you.  Connect with Us: Website: jamesriverlaw.com Instagram: @jamesriverlaw LinkedIn: JamesRiverLaw Contact: hello@jamesriverlaw.com Book a Call: jamesriverlaw.com/book-a-call 👉 Like, subscribe, and share to stay tuned as we explore the full journey of entrepreneurship — from start to legacy.

    58 min
  3. 09/29/2025

    Welcome to The Mark You Leave

    Welcome to the very first episode of The Mark You Leave, a podcast presented by James River Law focused on helping entrepreneurs, creatives, and athletes build their legacies through smart business practices, legal strategy, and thoughtful planning. In this introductory episode, founder and managing attorney Alex Mejias sits down with team members Tariq Crumbly and Bri Allen to share the inspiration behind the podcast, introduce themselves, and give listeners a glimpse into what’s to come. Whether you’re just starting your business or thinking about how to pass it on to the next generation, this podcast is here to support your journey from launch to legacy. What You’ll Learn in This Episode: What The Mark You Leave podcast is all aboutWhy estate planning is essential for entrepreneurs and creativesHow James River Law supports clients from business formation to successionThe team's unique backgrounds (music, law, and more) and why they care deeply about what they doWhat topics to expect in upcoming episodes: trademarks, contracts, succession planning, client interviews & moreConnect with Us: Website: jamesriverlaw.comInstagram: @jamesriverlawLinkedIn: JamesRiverLawContact: hello@jamesriverlaw.com👉 Like, subscribe, and share to stay tuned as we explore the full journey of entrepreneurship — from start to legacy. Connect with Us: Website: jamesriverlaw.com Instagram: @jamesriverlaw LinkedIn: JamesRiverLaw Contact: hello@jamesriverlaw.com Book a Call: jamesriverlaw.com/book-a-call 👉 Like, subscribe, and share to stay tuned as we explore the full journey of entrepreneurship — from start to legacy.

    10 min

About

Presented by James River Law, The Mark You Leave explores the entrepreneur's journey, offering insights into business formation, contracts, intellectual property, mergers and acquisitions, succession planning, and estate planning.