Recent Posts by Jake Balderson

Your Time Is Valuable: Get a Jump Start on the Estate Planning Process

We all know that time is precious, especially if you are one of our nurses or front line healthcare workers.

You work tirelessly caring for others and may not have a lot of free time to think about things like your own estate plan. However, if you are able to answer the following questions or at...
Read more

What It Means to Be a Power of Attorney: The Basics

For most people, the phrase “power of attorney” means very little. Even for those educated on the subject, it is easy to forget exactly who serves what role and why.

Whether you are unfamiliar with the concept or simply need of a refresher, keep reading to learn what it means to be an agent under a...
Read more

Schedule K-1s are Due March 15th – Are You Ready?

Whether you’re a small LLC, an Electing Large Partnership LLC or an S-Corporation, March 15th marks the date you must file your 2019 tax returns (Form 1065, 1065-B, 1120S, or 2553, depending upon your business entity).

In addition to filing your taxes by this date, March 15th also marks the deadline for sending out Schedule K-1s...
Read more

When is probate necessary?

Whether or not you have an estate plan in place, you have likely heard the term “probate”.

Probate is the legal process by which a deceased individual’s assets are distributed under court supervision. This process is necessary to distribute assets that are solely in the name of the deceased person. Probate is governed by state law.  

Avoiding...

Read more

Recent Comments by Jake Balderson

    No comments by Jake Balderson yet.