Happy New Year (almost)!Brooke and I are in Cabo to ring in the new year, plan out 2025 (if you’re married, you set annual goals with your spouse, right?) and get some much needed sunshine. I hope you’re wrapping your year up in style. Before I get to the fun stuff, a little bit of business… If you own an LLC and have NOT filed your fincen paperwork, have no fear, it has once again been deemed illegal and the…
Happy Sunday! No big messages today. Just a quick reminder that, although we may not always like everything about our family, we do get to choose how we react to them, how we interact with them, and whether or not we spend time with people that don’t make our lives better. I know, I know, that’s not really the PC thing to say. And that’s okay. Spend time with people you love, people that are excited for you to reach…
Happy Sunday! And remember, only NINE more shopping days left until Christmas!! Also, a reminder that our office will be CLOSED from 12/23 through 12/27 so the team can spend time with family and get rejuvenated for 2025! Since the holidays are upon us and most of us are spending time with family, I thought this would be a great time to remind you of what I’ve come to see as the best inheritance you can give. It’s not money….
Happy Sunday! And Happy Thanksgiving! Before I get into my thankful list, a couple of logistical bits of information. First, our office will be closed the entire week of Christmas so the team can spend time with family, eat too much food, and reflect on what a great year it’s been. Second, we only have a few more signing appointments available through the end of the year, so grab a spot before they’re gone! Third, and finally, in January we’ll…
Happy Sunday! Wow. What a week! The bombcyclone hit us pretty hard – the office lost power Wednesday through Friday and my house lost power Tuesday through Saturday. It’s pretty humbling to see how much we all rely on electricity for everything – and how powerless it can feel when you lose it even for a couple of days. I wanted to say thank you to everyone for your patience as we had to reschedule a BUNCH of stuff to…
Happy Sunday! Shorty but a goody today. Gifting. Reminder, you have until the end of the year to give up to $18k to as many people as you want without having to file a gift tax return (or do anything). You can gift to an individual, to a trust, and if you’re married, you can both make an $18k gift to someone. Also, in addition to the $18k limit for individuals, you can also pay for education and medical expenses…
Happy Tuesday!I hope everyone had a chance to enjoy the day off yesterday (here at the firm if the court is closed we’re closed, so the team had the day off). And, I hope everyone took at least a moment to thank all of the people that help keep us safe. The military doesn’t always get a ton of love, but the people serving deserve all of our support for putting their lives on the line and even sacrificing their…
