Corporate and Trademark Renewal Scams – Don’t fall for it! Read More »
The post Corporate and Trademark Renewal Scams – Don’t fall for it! appeared first on Wool Landon.
]]>Wool Landon encourages you to take the time to read such mailings carefully. You can always reach out to our office if you are in doubt.
Here are some ways you can spot these deceptive alerts.
If you receive a notice that you are unsure about you can oftentimes find alerts on the agency’s website. Another way to ensure that you don’t become a victim is to check with your Wool Landon attorney prior to sending any money in response to an unsolicited mailing or email.
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]]>Challenges of Selecting a Successor Trustee or Co-Trustee for Your Estate Plan Read More »
The post Challenges of Selecting a Successor Trustee or Co-Trustee for Your Estate Plan appeared first on Wool Landon.
]]>Firstly, collective decision-making can sometimes lead to conflicting viewpoints and slowed progress. Disagreements regarding investment strategies, property management, or distribution arrangements can emerge, potentially jeopardizing the effective execution of your estate plan according to your wishes.
Secondly, it’s crucial to navigate your state’s trust laws accurately when dealing with co-trustees. Each state’s legal framework is intricate, and co-trustees must operate within its boundaries. Any missteps could trigger legal complications, penalties, or even the removal of trustees. Moreover, if co-trustees are geographically distant, this might also hinder coordinated decision-making.
Lastly, the human element of family dynamics and relationships can’t be overlooked. Co-trustees are often family members or close acquaintances, and the weighty responsibilities linked with the role can strain interpersonal bonds. Differences in financial priorities, vested interests, and varying levels of contribution to the trust’s administration can create tension among co-trustees and potentially disrupt familial harmony.
Wool Landon cares about you and your business and family relationships. Evaluating alternatives, such as designating a single trustee or a professional corporate trustee who is well-versed in local regulations, may provide smoother estate administration. Seeking guidance from legal and financial experts remains crucial for informed decisions that align with your objectives while minimizing potential conflicts.
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]]>Money is Not Romantic … or is it? Read More »
The post Money is Not Romantic … or is it? appeared first on Wool Landon.
]]>Love is a force that binds us in moments of joy and adversity. While it’s easy to get swept up in romantic notions, we must acknowledge the practical aspects of life that impact our relationships. Wealth can have a significant role in shaping the course of our partnerships. One way to harmonize these disparate elements is through effective estate planning. To prevent misunderstandings and disputes that could tarnish your legacy, engaging an estate planning attorney is a crucial step.
Estate planning might not be synonymous with roses and candlelit dinners, but it has the potential to preserve and enhance the love between partners and family members. Estate planning is not solely about financial matters; it’s a way to express love and care for your loved ones after you’re gone.
You Need an Experienced Estate Planning Attorney
Preventing Challenges and Preserving Love
The last thing you want is for your legacy to be marred by disagreements and conflicts among your family members. Legal challenges to estate plans during probate can arise when documents aren’t executed properly or when there are concerns about a person’s mental capacity at the time of signing. An attorney can help ensure that your plan holds up against potential challenges.
Money and love occupy different spaces of our lives, but they intersect in significant ways, especially when it comes to estate planning. By taking this responsible step, you can truly integrate the practicalities of life with the emotions that make life worth living—love, connection, and family.
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]]>New Reporting Requirements For Most Small Entities Began January 1, 2024 Read More »
The post New Reporting Requirements For Most Small Entities Began January 1, 2024 appeared first on Wool Landon.
]]>If you have an active small entity, your entity is required to take action. Wool Landon is ready to help you determine your duties and requirements under this new regulation. Please contact us for assistance.
Failure to report the required information or providing false or fraudulent information is unlawful. Willful violations can result in civil penalties of up to $500/day for any violation that has not been remedied and criminal penalties of up to $10,000 and/or two years of prison. FinCEN has set forth regulations about who may access the information provided, and how recipients may use the information.
The online reporting platform is now up and running, we recommend that you contact us and schedule a brief consultation so we can assist with the determination and filings for your LLC.
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]]>Protecting the Elderly and Vulnerable from Financial Abuse Read More »
The post Protecting the Elderly and Vulnerable from Financial Abuse appeared first on Wool Landon.
]]>Financial abuse cases involving the elderly or vulnerable adults are more common than we’d like to think. These situations often involve manipulation and exploitation. Family members or other individuals may take advantage of and manipulate an elderly person, convincing them to sign over financial control, redirecting significant amounts of money or outright stealing their assets.
Financial abuse can unfold gradually, with the abuser maintaining a facade of care and trustworthiness. They may take advantage of a longstanding relationship with the victim, making detection even more challenging.
Identifying elder abuse, especially the financial kind, can be difficult as it often occurs behind closed doors. By staying vigilant and paying attention to your elderly loved one’s financial situation, you can help protect them from potential abuse. Here are some red flags to watch out for:
By staying informed and vigilant, you can play a crucial role in protecting their financial well-being and overall happiness. The attorneys at Wool Landon understand the personal and sometimes uncomfortable nature of these situations, especially when they involve close family members or trusted friends.
You don’t have to face this difficult situation alone. With years of experience in handling these sensitive cases, the team at Wool Landon can guide you through the process.
Call us now to schedule a confidential consultation. Wool Landon: 503-447-8800.
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]]>Thoughts About Wool Landon From Yasaman Afzal Read More »
The post Thoughts About Wool Landon From Yasaman Afzal appeared first on Wool Landon.
]]>I am absolutely thrilled to share the news that I’ve embarked on a journey as a litigator here at the esteemed Wool Landon law firm. It has been just a few weeks since I stepped through these doors, and I must say, my heart has already taken up residence here. Now, how can I even begin to describe my inaugural weeks at Wool Landon? In this short span I’ve been mentored, challenged, warmly embraced, and left brimming with fulfillment. Allow me to peel back the layers.
Abby Wool Landon has become my beacon of aspiration in this brief period. It’s something of a revelation to work under a female supervising attorney with a thirty-year legacy. Beyond the simple addition of experience, our mentorship connection is organic. Trust me, this is not a paid advertisement. She pushes me to be a critical thinker, to master the intricacies of the law, and to be nothing short of impeccable in my words, whether they grace the screen or find their home on paper.
What’s most striking is that Abby’s guidance transcends the legal arena. She reveals herself not just as a lawyer but as a mother, a wife, and a friend. She’s revered and respected, and I’ve come to realize that respect was hard-earned both within the halls of our office and the communities we serve. In my very first week, Abby posed a question that still echoes in my mind: “If you had your druthers, what would you have wanted?” I must admit, at that moment, I grappled with the term ‘druthers,’ and brushed off the question and acted like I did not hear her. In fact, it stuck with me so profoundly that I’ve even taken to quizzing friends and fellow lawyers on its meaning. Turns out, I wasn’t alone in my initial ignorance, or whatever you want to call it.
It’s rare that I stumble upon a word that sends me to the dictionary. Maybe as you read this you can’t believe I didn’t know that word… you’re missing the point then. I knew from that moment that if I remain a sponge, absorbing her wisdom and wit, I too can evolve into a razor-sharp legal luminary. But mentorship is just one facet of my journey here.
And then there’s fulfillment. You might wonder how estate litigation, probate administration, or guardianships and conservatorships can provide such fulfillment. It’s simple: I get to make an indelible impact on our clients’ daily lives by championing their cause. Our clients send us heartfelt photos of cherished moments with their loved ones, made possible by our unwavering advocacy. It’s a profound reminder that a dash of gratitude goes a long way, and I’m eagerly anticipating the opportunity to create more of these positive ripples in the lives of those we serve.
Even amid the whirlwind of joining a new firm, I’ve experienced an embrace so warm. The sight of welcoming smiles as I struggle to open the door with my latte and heels each morning and colleagues eager to share their lunch hours with me is nothing short of organic camaraderie. We spend all day together, and even on their breaks, I am happy to see they aren’t running in the opposite direction of me. It’s a feeling that wraps around me, reminding me that I belong here.
So, in sum, let me leave you with this declaration: If I had my druthers, I’d choose to be right here at Wool Landon. It’s not just a career; it’s a passionate journey of growth, mentorship, camaraderie, and, above all, making a meaningful difference in the lives of our clients.
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]]>Upcoming Event: Senior Resource Education Fair Read More »
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]]>Please feel free to forward this to anyone you belief would be interested.
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]]>Wool Landon partners with The Commons Law Center Read More »
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]]>Wool Landon partners with The Commons Law Center to launch a pro bono initiative that aims to help lower-to-middle income BIPOC families create estate and disability plans.
For that reason, we have partnered with The Commons Law Center to launch a pro bono initiative that aims to help lower-to-middle income BIPOC families create estate and disability plans — and thereby take an important step in maintaining and passing along their hard-earned assets to the next generation. It is our hope that our pro bono clients will establish an enduring, long-term relationship with Wool Landon which will include periodic checks to ensure their estate and disability planning documents are up-to-date and still reflective of their wishes and circumstances.
We are limiting the number of pro bono clients we accept monthly but are excited to have the opportunity to participate in building a brighter, more equitable future for our community. To see if you qualify, please contact The Commons Law Center.
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]]>The post New Attorney Yasaman Afzal Announcement appeared first on Wool Landon.
]]>The post New Attorney Yasaman Afzal Announcement appeared first on Wool Landon.
]]>The post Abby Landon named to 2023 Super Lawyers appeared first on Wool Landon.
]]>The post Abby Landon named to 2023 Super Lawyers appeared first on Wool Landon.
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