Trusts

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...

Check out this week's blog to find out what you need to know - now - about the Corporate Transparency Act ("CTA"), which is estimated to impact over 30 million - mostly small + mid-size - businesses.

This new federal law likely affects you if: 

• Are a business owner;

• Have beneficial ownership in a business (individually, or thru another company or trust); 

• Have substantial control over a business 

The failure to comply with the CTA is not to be taken lightly, with steep fines ($500/day + $10,000 for criminal fines), plus a possibility of two years in jail! 

Read on for a link to our comprehensive guide to the CTA + BOI Reporting, to see if you're impacted  + what you need to do... 

We write to you today to update you with Phillip Ballenger’s action plan in light of the escalating spread of the novel Coronavirus.  This post includes important updates for our clients as it relates to our ongoing business operations, important Court updates, and fact-based resources. 

We will continue to send further information on our procedures as this develops, all of which will also be posted on our blog, so please check back for updates. 

Link to a timely Kiplinger article by article by H. Dennis Beaver on legal advice related to the Coronavirus situation...

Many presume the single essential document is a Will or Revocable Trust.

While a Will (or more importantly Trust) is critically important, the most important document may be one you haven’t heard of- the HIPAA Authorization...

In honor of Veteran’s Day, this week’s guest blog is by Jim McKinley (www. moneywithjim.org) and covers some of the benefits available to Senior Veterans.

It seems that there are many options out there when choosing an estate planning attorney. 

This week, I give you three different types of lawyers you may come across when looking for right fit to protect your legacy!

On last week’s blog, we shared some easy, practical tips on how to get organized prior to the upcoming school year (See Part 1 Here). 

Today, we're sharing Part 2, with some reminders & advice on how to get your estate plan in order, before your schedule fills up and procrastination sets in!