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Important Information

Intellectual Property

Important Information

Intellectual Property

Latest Posts

Do You Need to Update Your Estate Plan?

Do You Need to Update Your Estate Plan?

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 should...

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Scams and Scammers – How Do You Know?

Scams and Scammers – How Do You Know?

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...

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Wills and Trusts –They are Important

Wills and Trusts –They are Important

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...

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Have You Thought of Setting Up a Non Profit?

Have You Thought of Setting Up a Non Profit?

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...

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Scam Alert. Scammers are Out To Get You!

Scam Alert. Scammers are Out To Get You!

IRS Scam Alert. Scammers seem to be targeting Americans at an alarming rate. I was the target of a scam attempt not too long ago. I received calls claiming to either be the IRS, the Social Security Administration, Wells Fargo Bank, Verizon, and God knows who...

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Consider Non Taxable Gifts in 2021

Consider Non Taxable Gifts in 2021

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...

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Francine’s expertise and experience gives her the ability to dig deep into our souls and have us relate–regardless of who we are– to an amazing testament of the power of honesty and authenticity.

Francine D. Ward

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