Legal Documents2019-03-11T20:39:48-07:00

ESTATE PLANNING

It is estimated that only 20% of American have a Revocable living trust, it is important that you have taken the appropriate measures to create the appropriate legal documents…

BUSINESS CREATION

Starting a business is an overwhelming feat, and it starts with ensuring that you have properly created and submitted your business to the correct agencies.

PROBATE

After experiencing the loss of a loved one the last thing that one wants to do is spend hours in court trying to navigate the complicated probate system…

2802, 2024

8 Costly Estate Planning Mistakes

By |February 28th, 2024|Legal Documents|

8 Costly Estate Planning Mistakes The goal of estate planning should be to transition your assets to your loved ones in as seamless of a manner as possible. There are mistakes that may cause you to veer of course. But they come with simple fixes. In this article, we will go over 8 costly estate planning mistakes and how to fix them. 1. Improper Funding of the Trust A trust only helps your assets [...]

1901, 2024

Testate Verses Intestate Probate

By |January 19th, 2024|Legal Documents|

Testate Verses Intestate Probate Testate and intestate probate are two forms that probate can take. Which one you use will have a bearing on how the probate plays out. In this article, we will compare testate verses intestate probate. Testate Probate If an estate has a testate probate that means someone died with a will. Their estate assets will be distributed to the beneficiaries laid out in the will. In Arizona, for a will [...]

2012, 2023

Beneficial Ownership Information Report

By |December 20th, 2023|Legal Documents|

Beneficial Ownership Information Report Beneficial Ownership Information Report is a new requirement from the Financial Crimes Enforcement Network (FinCEN) that business owners must provide personal identifiable information to the federal government. This report was created under the Corporate Transparency Act (CTA). The purpose of its creation was to prevent anonymous shell companies and to deter money laundering and other financial crimes. In this article, we will go over what you need to know about [...]

811, 2023

8 Steps for a Complete Estate Plan

By |November 8th, 2023|Legal Documents|

8 Steps for a Complete Estate Plan A complete estate plan is vital to protect your assets for your loved ones. In this article, we will go over 8 steps for a complete estate plan. 1. Inventory Your Estate It is important to take an inventory of your estate, which is a list of all your valuable items. These include tangible and intangible items. Tangible items would include electronics, art, jewelry, vehicles, antiques, and property. [...]

410, 2023

Celebrity Estate Planning Mistakes-Part 5

By |October 4th, 2023|Legal Documents|

Celebrity Estate Planning Mistakes Celebrity estate planning mistakes can be useful in helping us to avoid the same issues. In this article, we will go over five celebrity estate planning mistakes. James Gandolfini Estate Value: $70 million Date of Death: June 19, 2013 James Gandolfini had estate planning documents in place. The issue was he did not address tax planning. This left 80% of the estate subject to the 55% estate tax. This resulted in [...]

2408, 2023

Non-Profit Corporation

By |August 24th, 2023|Legal Documents|

Non-Profit Corporation A non-profit corporation is a business that does not operate for profit purposes. There are tax advantages to receiving such a qualification. In this article, we will go over how non-profit corporations work and how to set one up. Creating the Corporation The first step in creating a non-profit corporation is creating a corporation in your state. To do this you will need some basic information. This would include the names and [...]

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