Legal Blog Articles

Scam and Scammers

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...

read more
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 few resources...

read more
Gift Tax

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...

read more
things to know about estate planning pointing to colorful circles showcasing different estate documents to consider

Estate Documents – Time to Update?

Are your estate documents stale? Are they still protecting you? Estate Documents and Income Tax?Make sure your estate documents are current. With the growing estate tax exclusion amount, this tax has been effectively repealed for about 99.8% of the country. ...

read more
gray gift card with big red bow - gift cards are number one fraud method

“Paying” with a Gift Card

Is it safe? The FTC’s Consumer Protection Data Spotlight says that “gift card fraud” has topped the list since 2018 as the number one way people lose money to fraud.  It may not be happening the way you think it is, though. Scammers are reaching out via phone...

read more