The Law Office of Lisa D. Brown, LLC

11/27/2025

07/28/2025

https://www.forbes.com/sites/top-financial-security-professional/2025/07/21/keep-what-matters-transfer-what-counts-a-new-approach-to-estate-planning/

Starting in 2026, the federal estate tax exemption is expected to jump to $15 million per person (that’s estimated to be $30 million for couples). It’s a big opportunity for high-net-worth families to get ahead with their planning.

07/13/2025

Jimmy Buffett's estate teaches us that it is important to have some kind of estate plan or succession plan in place even if you don't eat your cheeseburgers in paradise.

https://www.facebook.com/share/p/16Ci3cc9Bw/

07/12/2025

A link to a Forbes article about the Big Beautiful Bill could mean for you.

The Big Beautiful Bill modifies scores of tax laws and every taxpayer will be effected. Estate planning will remain important and should not be ignored.

11/28/2024

Happy Thanksgiving 🦃

08/20/2024

With the estate tax exemption sunset looming, the time to begin planning is now.

07/31/2024

https://www.usatoday.com/story/money/2024/07/30/inheritance-probate-process-explained/74592143007/

Many Americans know surprisingly little about the legal process that follows a loved one's death.

07/13/2024

https://www.usatoday.com/story/money/taxes/2024/04/12/what-triggers-an-irs-audit/73292403007/

What does an audit mean? In 2022, the odds were 0.38%. Take these steps to avoid an audit by the IRS, but here's what to do if you do get the notice.

05/23/2024

https://www.kiplinger.com/retirement/inherited-iras-naming-beneficiaries

The rules for how to handle an inherited IRA differ depending on the beneficiary, and you should also consider the tax implications of required minimum distributions (RMDs).

05/08/2024

Great information about how to handle an inherited IRA.

05/07/2024

The FBI is providing tips to combat hacking by foreign parties. It's a technical article but if you or your business have your own email server, it's worth the read.

The FBI warns that North Korean hackers are bypassing email authentication security protocols to hack high-value accounts and urges email senders to check one thing today.