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By |August 24th, 2014|News|0 Comments

IRS Releases New Form 1023EZ

This summer, the IRS finally released the much anticipated Form 1023EZ, otherwise known as the Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code.  This is great news for smaller organizations who want to give back to their communities without having a huge operating budget.  [...]

By |August 12th, 2014|All Categories, Business Law, Charities|Comments Off on IRS Releases New Form 1023EZ

When Is It Time to Change Your Estate Plan?

Getting a estate plan in place is a great way to protect yourself, your family and your legacy.  When you completed your plan, it reflected a snapshot of your life at that time.  After a few years go by, maybe that snapshot isn't accurate anymore.  Things will change over the [...]

By |August 8th, 2014|All Categories, Estate Planning|Comments Off on When Is It Time to Change Your Estate Plan?

Why Do We Procrastinate Estate Planning?

Numerous studies show that unfortunately, the majority of people haven't completed their estate plans.  While most people will admit that they know they need to create an estate plan, but they put it off.  But why is it that people tend to procrastinate on their estate planning?  Here are some [...]

By |July 16th, 2014|All Categories, Estate Planning, FAQ|Comments Off on Why Do We Procrastinate Estate Planning?

More heirs wait as wills dole out money slowly

(Reuters) - When Juliann Reynolds' husband died of cancer in 1992, she had to decide how to plan her own estate. The now-retired speech therapist from Rancho Cucamonga, California, knew she had to safeguard the future of her young daughter, Maren. Still, the possibility that her daughter might receive a [...]

By |June 26th, 2014|All Categories, Estate Planning|Comments Off on More heirs wait as wills dole out money slowly

$59 trillion to go to heirs, charity by 2061

The greatest wealth transfer in history is underway, according to a new report. A study from the Boston College Center on Wealth and Philanthropy projects that $59 trillion is expected to be passed down to heirs, charities and taxes between 2007 and 2061. The study said heirs will receive $36 [...]

By |May 28th, 2014|All Categories, Estate Planning|Comments Off on $59 trillion to go to heirs, charity by 2061
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