PB Law Blog... Trusts and Stuff

Another update re: the Beneficial Ownership Information Report ("BOIR") filing requirement update from the ongoing battles associated w/ the Corporate Transparency Act ("CTA")...

Business Owners! Beneficial Ownership Information Report ("BOIR") filing requirement is BACK IN EFFECT + again REQUIRED under the Corporate Transparency Act ("CTA"), as of the most recent update per  ongoing legislation - (February 17th, 2025 ruling by the US District Court in Smith v. U.S. Dept of the Treasury).

Please read on for more information on this developing issue, including new deadlines and requirements to note...

Happy 💜 Day from the PB Law Team... 

This week brought even more developments to the legal challenge to the Corporate Transparency Act ("CTA") and its Beneficial Ownership Information Report ("BOIR") filing obligations.

As estate + business planners, we’re dedicated to helping our clients navigate complex legal requirements - read on for more information on this developing issue... 

The Corporate Transparency Act (CTA) is designed to increase transparency and combat financial crimes by requiring many U.S. companies to report their beneficial ownership information ("BOI") to FinCEN.

However, recent legal action has temporarily paused these requirements!  Learn more in today's blog...

Election Day is tomorrow, Tuesday, November 5th, 2024!  Questions about where/how to vote?  Need help? 

Here are the answers!  👉👉👉   I Will Vote

We’re happy to announce that our founding partners, Christopher J. Phillips and Tiffany Ballenger Floyd, were both selected to the 2024 Mountain States' Super Lawyers list...

Congrats on the purchase of your new digs!

Whether this is your first home, or you’re moving up, downsizing, or making a change, buying a home is a significant milestone.

Now that you’ve got the keys to your new home, we’re sharing some key tips to ensure things run smoothly... 

My best friend (who is a legit big deal in the world of international finance), texted me the other day:  

Did you know that simply having a Last Will and Testament (“Will”) likely ends up with your estate being handled by a Court?  (She did not).

I figured if she was in the dark, others must be pondering this question.  Today, I’m sharing your four options to avoid court and ensure your estate is handled seamlessly...

The current estate tax exemption ($13.61 MM in 2024) is set to sunset on January 1, 2026.  This week's blog, courtesy of Steve Oshins and Ultimate Estate Planner, outlines practical considerations to ensure you allow enough time to plan accordingly!