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Estate Planning I Legacy Trust Counsel, P.A.
  • Learning
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Estate Planning I Legacy Trust Counsel, P.A.
  • Children, Estate Planning, Finances, Legacy Trust Counsel, Parents

How Estate Planning Can Bring Blended Families Closer

Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of 2nd (or more) marriages, in which one or more of the parties comes with children from a prior marriage. And…

  • Elena Ortega-Tauler, Esq.
  • October 22, 2021
  • Estate Planning, Finances, Legacy Trust Counsel, Trusts

Why Operation Agreements Are a Must For Business Owners

As with so many things in life, some of the same qualities that help small businesses succeed can also lead to their demise. Fortunately, much of that risk can be lessened through operational excellence. For example, the owners and managers…

  • Elena Ortega-Tauler, Esq.
  • October 20, 2021
  • Estate Planning, Legacy Trust Counsel, Trusts

Why You Need a Trust – Even if You Aren’t Rich

When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund – or trust – is actually a great estate planning tool for many people with a wide range of…

  • Elena Ortega-Tauler, Esq.
  • October 15, 2021
  • Estate Planning, Legacy Trust Counsel

With Tax Laws in Flux: What Should You Do Now? 

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats proposed a number of significant tax increases and…

  • Elena Ortega-Tauler, Esq.
  • October 8, 2021
  • Estate Planning, Legacy Trust Counsel, Trusts

Misclassifying Employees As Independent Contractors Can Cost You Big Time

As more and more businesses take advantage of the benefits of using independent contractors (ICs) in lieu of full-time employees, the line between worker classification can get easily blurred. While understanding the difference between the two can be quite complex,…

  • Elena Ortega-Tauler, Esq.
  • October 6, 2021
  • Estate Planning, Legacy Trust Counsel

Achieve Rapid, Sustainable Growth Using Outsourcing, Processes, and Technology

Growing your small business can be tricky. In fact, rapid growth can actually harm your company if you don’t plan properly. When you are first starting out, for instance, you may not have the revenue to hire the staff needed…

  • Elena Ortega-Tauler, Esq.
  • October 6, 2021
  • Estate Planning, Legacy Trust Counsel

House Democrats Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Planning—Part 1

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats have proposed a number of significant tax increases…

  • Elena Ortega-Tauler, Esq.
  • October 1, 2021
  • Estate Planning, Finances, Legacy Trust Counsel

3 Pitfalls To Avoid When Buying An Existing Business 

Whether it’s your very first or your fifth company, if you’re looking to start a new business venture, you have two options:                                     …

  • Elena Ortega-Tauler, Esq.
  • September 27, 2021
  • Estate Planning, Finances, Legacy Trust Counsel

Business Owners Beware: New Wave of Phishing Scams Target Employee Payroll

Employers should be on the lookout for a new email phishing scam that targets employee paychecks. The latest wave of attacks is a new version of wire fraud scams, which have recently hit businesses across the country.  Known as “business email compromise”…

  • Elena Ortega-Tauler, Esq.
  • September 27, 2021
  • Estate Planning, Finances, Legacy Trust Counsel, Trusts

Billionaire Banking Heir’s Cryptocurrency Fortune Disappears After His Death

In April 2018, billionaire Matthew  Mellon flew by private jet to Cancun Mexico to check himself into drug rehab to deal with his addiction to opioid pain pills. But the 54-year-old heir to the Mellon Bank dynasty never made it…

  • Elena Ortega-Tauler, Esq.
  • September 27, 2021
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