by admin | Mar 11, 2024 | Non-profit Organizations
Once we have completed the charity formation process our nonprofit clients come to us and ask, now what? Obtaining IRS and FTB approval for tax-exempt status is just the tip of the iceberg, and we believe that the key to successfully maintaining favorable tax-exempt...
by admin | Jul 26, 2010 | Non-profit Organizations
The Requirement All tax-exempt organizations must file Form 990, 990-EZ, 990-N or 990-PF with the IRS annually. If the nonprofit organization is other than a church, or certain other excepted entity, and normally has gross receipts of $25,000 or less, it must...
by admin | Apr 30, 2010 | Estate Planning
The Difference Between a Will and a Living Trust A will is merely a legal document with instructions for the disposition of one’s assets at death, and takes effect only upon the death of the testator, i.e. the person who created the will. A living trust is more than...
by admin | Apr 30, 2010 | Estate Planning
New Will We will provide you (and your spouse, if applicable) with a new will, commonly referred to as a “pour over will”, the primary purposes of which are to (1) distribute any assets owned in your individual name to your trust, and (2) provide for burial or other...
