Legal Documents

27 03, 2024

Common LLC Terms

By |2024-03-26T13:34:21-07:00March 27th, 2024|Legal Documents|0 Comments

Common LLC Terms LLC stands for limited liability company. It is a type of business entity you can set up to protect your personal assets from business liabilities. In this article, we will go over some common LLC terms you should be familiar with before setting up an LLC. Articles of Organization Articles of [...]

28 02, 2024

8 Costly Estate Planning Mistakes

By |2024-02-28T13:48:54-07:00February 28th, 2024|Legal Documents|0 Comments

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 [...]

19 01, 2024

Testate Verses Intestate Probate

By |2024-01-18T16:04:59-07:00January 19th, 2024|Legal Documents|0 Comments

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 [...]

20 12, 2023

Beneficial Ownership Information Report

By |2023-12-20T12:46:28-07:00December 20th, 2023|Legal Documents|0 Comments

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 [...]

8 11, 2023

8 Steps for a Complete Estate Plan

By |2023-11-08T11:57:33-07:00November 8th, 2023|Legal Documents|0 Comments

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 [...]

4 10, 2023

Celebrity Estate Planning Mistakes-Part 5

By |2023-10-04T12:43:58-07:00October 4th, 2023|Legal Documents|0 Comments

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 [...]

24 08, 2023

Non-Profit Corporation

By |2023-08-24T16:28:10-07:00August 24th, 2023|Legal Documents|0 Comments

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 [...]

18 07, 2023

Generation Skipping Trust

By |2023-07-18T12:46:56-07:00July 18th, 2023|Legal Documents|0 Comments

Generation Skipping Trust A generation skipping trust is a type of irrevocable trust. It can be a useful estate planning tool for those with large estate. In this article, we will go over the basics of how a generation skipping trust works. How It Works A generation skipping trust allows you to bypass your children [...]

14 06, 2023

Estate Planning for Large Estates

By |2023-06-13T15:23:32-07:00June 14th, 2023|Legal Documents|0 Comments

Estate Planning for Large Estates Estate planning for large estates is complex and may require multiple strategies. In this article, we will briefly review several avenues that are available for estate planning for large estates. Charitable Donations and Wealth Preservation There are several types of trusts that allow you to use charitable donations for [...]

10 05, 2023

Funding Your Trust

By |2023-05-10T10:50:43-07:00May 10th, 2023|Legal Documents|0 Comments

Funding Your Trust Signing your trust is just the first step in creating a successful estate plan. The second step is funding your trust. This is the process of transferring assets into it. In this article, we will go over the basic steps of funding your trust. Personal Property Personal property includes clothing, furniture, [...]

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