by Matthew Murillo | Mar 7, 2019 | Estate Planning, NLBM, PFL
Like many taxpayers, if you’ve already filed your federal income taxes for 2018, you may be surprised to discover you’re not getting a refund this time. If so, this was almost certainly due to the sweeping tax overhaul made by the 2017 Tax Cut and Jobs Act (TCJA)....
by Matthew Murillo | Mar 1, 2019 | Estate Planning, NLBM, PFL
Even if you put a totally solid estate plan in place, it can end up proving worthless if it’s not properly updated. Estate planning is not a one-and-done type of deal: It should continuously evolve along with your life circumstances. No matter who you are, your life...
by Matthew Murillo | Feb 28, 2019 | Business, CBL, NLBM
One of the coolest parts of owning a business is getting to come up with its name. On the creative side, you’re choosing a name to represent and encapsulate the essence of your life’s work. On the practical side, you’re trying to come up with something that will most...
by Matthew Murillo | Feb 21, 2019 | Business, CBL, NLBM
It’s estimated that one-in-three small businesses is sued or threatened with a lawsuit at some point in its life cycle. And even if you end up winning the suit, the price of defending yourself in court can be massively expensive in terms of lawyer fees and court...
by Matthew Murillo | Feb 21, 2019 | Estate Planning, NLBM, PFL
Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death, your IRA will pass directly to the people you named via your IRA beneficiary designation form. Unless you take extra steps, the named...