Will and Trust

Last Will

Having a last will in place will make sure your estate goes to whom you want, when you want, the way you want.

more information

Financial POA

A financial power of attorney provides authority for someone to act on your behalf in case you become incapacitated.

Health Care POA

Health care power of attorney allows you to document your wishes regarding medical care if you become disabled.

more information

Living Trust

By planning ahead with a trust, you can shorten the settlement process, and avoid lengthy estate proceedings.

more information

What is Form 1023-EZ?

by admin | Mar 24, 2022 | 0 comments

What is Form 1023-EZ?

Form 1023-EZ is a much more generalized version of the standard Form 1023 long form. Form 1023-EZ is a more streamlined method of filing designed for smaller nonprofits seeking 501(c)(3) status. Because this form is e-filed, the time it usually takes to get IRS approval is greatly decreased. The 1023-EZ does not require written budgets or narratives with the application.

Not all purposes or activities qualify for this process. In addition, on-going gross revenue is limited to under $50,000. For more information, see our Form 1023-EZ info page.