Legal Blog Articles

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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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 few resources...

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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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Estate Documents – Time to Update?

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 With the growing estate tax exclusion amount, this tax has been effectively repealed for about 99.8% of the country. ...

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“Paying” with a Gift Card

“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...

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