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Understand What’s At Stake Before Agreeing to Serve as Trustee

by Matthew Murillo | Mar 21, 2019 | Estate Planning, NLBM, PFL

Being asked by a family member or close friend to serve as trustee for their trust upon their death can be an incredible honor. At the same time, however, serving as a trustee can be a massive responsibility—and the role is not for everyone. In fact, depending on the...

Protecting Your Intellectual Property Early On Is Vital

by Matthew Murillo | Mar 14, 2019 | Business, CBL, NLBM

When it comes to intellectual property (IP), you’re probably familiar with things like patents, trademarks, and copyrights. Yet, these are just terms describing how businesses can legally protect certain types of IP. Though such terms offer a general idea about what...

Gen-X, 90210 Star Luke Perry’s Death Demonstrates the Importance of Planning for Incapacity

by Matthew Murillo | Mar 14, 2019 | Estate Planning, NLBM, PFL

In late February, Luke Perry, who became famous starring in the 1990s TV series Beverly Hills 90210, suffered a massive stroke at age 52. He was hospitalized under heavy sedation, and five days later, when it became clear he wouldn’t recover, his family decided to...

3 Big Breaks Trump’s New Tax Law Offers Small Businesses You May Have Missed

by Matthew Murillo | Mar 7, 2019 | Business, CBL, NLBM

As you’ve undoubtedly heard by now, the 2017 Tax Cuts and Jobs Act (TCJA) is the most sweeping change to the U.S. Tax Code in more than 30 years. And while the legislation provides many of the biggest breaks to large corporations, it offers numerous benefits to...

Why You Might Actually Owe Taxes in 2018

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)....

7 Events That Necessitate a Review of Your Estate Plan

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...
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