by Francine Ward | Aug 3, 2021 | Estate Planning, Legal Blog
Absolutely! And Here’s Why You Should Update Your Estate Plan.It’s not realistic to think that a document you created years ago is still valid, especially in light of your life changes and changes in the law. I’ll use the Brown family as an example of why you...
by Francine Ward | Jul 25, 2021 | Legal Blog
Four Signs of Scams 1. Scams and Scammers PRETEND to be from an organization you know. Scammers often pretend to be contacting you on behalf of the government. They might use a real name, like the Social Security Administration, the IRS, or Medicare, or make up a name...
by Francine Ward | Jul 24, 2021 | Estate Planning, Legal Blog
With over 600,000 people dead from CoVID related issues, having an estate plan is more important than ever. While most people have heard of wills and trusts, very few really understand the difference. And, very few understand the importance of having them. It’s...
by Francine Ward | Jul 23, 2021 | Legal Blog
Contemplating forming a Non Profit organization or a Non Profit foundation? Considering qualifying as a 501(c)3 charity? 501 (c)4? 501(c)5? 501(c)6? 501(c)7? Other 501(c)? Not sure about the requirements? Let’s explore a few steps you need to take and a few resources...
by Francine Ward | Jul 16, 2021 | Legal Blog
Non Taxable Gifts not Included in Your Taxable Estate In this current political climate, it’s easy to be frightened away from making Non Taxable Gifts or tax-free gifts, medical payments, and educational gifts to or for the benefit of your loved ones. Make Annual...
