Have you ever wondered who would take care of your 4-legged children when you die? Whether you have a dog, cat or any other beloved pet, you can create a pet trust for their continued care long after you are gone. It's as easy as... #estateplanning | #financialplanning https://www.intrustlegal.com/pet-trust-taking-care-4-legged-children/
We are extremely excited to share! In Trust Legal has been selected as the 2020 Best of San Luis Obispo in the Legal Document Assistance category by the San Luis Obispo Award Program. We are honored and humbled that we have been recognized by our clients and community for the 5th year in a row for doing what we love! This would not have been possible without our amazing, dedicated team: (L-R: Grace, Kenzi, Emily and Alaura (away at Hastings Law School), together with Carol, owner of In Trust Legal.
I have read Stephen R. Covey books for years and have applied his success principles to both my business and personal life. I started to think about this quote and I realized that having a Living Trust is like the roots that protect your fruits (your estate) from probate. So, if you want to protect the fruits of your labor, wouldn’t you want to set up a Living Trust? Without a living trust, probate could take a big bite. So, what is probate and how can you avoid it? https://www.intrustlegal.com/what-is-probate/
End-of-life decisions can be overwhelming, but making those choices when you are healthy gives you more control. If you knew you could prepare your family before a crisis strikes, wouldn’t you want to have peace of mind? If you haven’t already, now is the time to get your essential documents in place. We can help with setting up a Living Trust, Last Will, real property deeds and powers of attorney for healthcare and finance — all at affordable rates. This is a good article published by the @NewYorkTimes on how to get things in order https://www.nytimes.com/2020/07/16/business/boom-time-for-death-planning.html?smid=em-share
There are specific tasks that must be handled following a death to start the process of administering someone’s estate. First property needs to be identified whether or not it was held by a Living Trust. If you need help with distributing a loved one’s estate. We have affordable alternatives instead of trying to do it on your own. Here is @ConsumerReports top 10 items that should be done sooner than later. #inlovingmemoryof | #restwell
https://www.consumerreports.org/cro/magazine/2012/10/what-to-do-when-a-loved-one-dies/index.htm
Many of my LLC clients will elect a tax filing status under Revenue and Taxation Code Subchapter S (aka Sub. S) because the taxes are lower. I always tell my clients to check with their CPA or tax preparer first to determine if filing under Sub. S is best for your current tax bracket. You must file the proper form with the @IRS if you select this option. Attached is a good article to help you understand if you should choose S Corp tax status for your LLC. At In Trust Legal we handle all the necessary forms for an LLC or corporate entity at an affordable rate. #irs | #CPA | #taxlaw
https://smartasset.com/financial-advisor/llc-taxed-as-s-corp
What is Probate? Essentially, probate is the most expensive, exhausting, heart-breaking, nerve-wracking, frustrating legal process of transferring property to loved ones upon your death. Here are some basic tips to help you avoid probate. #probate | #estateplanning https://www.intrustlegal.com/what-is-probate/
Promoting Pet Trusts Women's Network of San Luis Obispo Holiday Boutique. Don't forget your 4-legged children need trusts too! Call me to get started and receive a $50 pet voucher by 12/31/2020! 🐶🐱
Kellie Phillips is with Carol Ramirez at Courtyard by Marriott San Luis Obispo.
November 18 at 6:35 PM · San Luis Obispo, CA ·
In order to be considered to be a WOSB, a company must meet certain criteria and complete the certification process. https://www.sba.gov/blog/its-big-deal-be-women-owned-small-business #intrustlegal | #estateplanning | #financialplanning
Happy Halloween from the In Trust Legal Team!
We here at In Trust Legal take birthdays very seriously! Here we are celebrating Carol’s 60th birthday!
I have an immediate part-time administrative position available. Please see the attached job description and respond if you are interested. Thank you! #job | #werehiring | #hiring | #jobs https://www.intrustlegal.com/wp-content/uploads/2021/01/FT-Position.pdf
I have an immediate full-time administrative position available. Please see the attached job description link and respond if you are interested. Thank you! #job #hiring #jobs https://www.intrustlegal.com/wp-content/uploads/2021/01/FT-Position.pdf
Happy Holidays! 🕎🎁🎄
"Home for the Holidays" has a new meaning for all of us. From our hearts to yours, we hope your home is filled with love this holiday season, and here's to a healthy 2021! - In Trust Legal Team Carol, Emily, and Kenzi 🎄🎁🕎
