Election Day is tomorrow, Tuesday, November 5th, 2024! Questions about where/how to vote? Need help? Here are the answers! 👉👉 I Will Vote NEVADA VOTERS – Did you know that you can easily fill out your Mail Ballot from home? Follow these easy steps to ensure your ballot counts: Place your completed ballot into the…
Continue reading…PB Law’s Chris Phillips + Tiffany Ballenger Floyd selected to 2024 Super Lawyers list!
We’re happy to announce that our founding partners, Christopher J. Phillips and Tiffany Ballenger Floyd, were both selected to the 2024 Mountain States’ Super Lawyers list. Chris is one of the top-rated Estate & Trust Litigation attorneys featured in this year’s list. Chris’s practice is focused on the areas of Nevada probate and trust & estate litigation. This is Chris’s 7th year being…
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New Home?? 3 Essential Planning Tips for Homeowners…
Congrats on the purchase of your new digs! Whether this is your first home, or you’re moving up, downsizing, or making a change, buying a home is a significant milestone. When major life events occur, it’s important to take some time to ensure your plans for the future are aligned with your current estate plan, or…
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Do I Need a Will or a Trust? (4 Options to Avoid Court)
My best friend (who is a legit big deal in the world of international finance), texted me the other day: “Hey! What do I need, a Will or a Trust?” Did you know that simply having a Last Will and Testament (“Will”) likely ends up with your estate being handled by a Court? (She did…
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The Upcoming 2025 Trust Tsunami and How to Handle it (by Steve Oshins)
(by Steve Oshins via Ultimate Estate Planner) The estate and gift tax exemption is scheduled to drop in half at the beginning of 2026. This is going to shift the supply/demand ratio so far in favor of estate planners that wealthy prospective clients who know they need to make their large gifts need to start…
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How Much Does an Estate Plan Cost???
How Much is a Living Trust? How Much is a Will? How Much does an Estate Plan run? We get a variations of this question – a lot. As much as we’d love to give you a simple answer, our response is the typical “lawyer” answer: “It depends…”. We can’t tell you without talking to you about…
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CTA + BOI: Does my company qualify for the “Inactive Entity” Exemption??
At the beginning of the year, we discussed the new federal Corporate Transparency Act (“CTA”) that took effect on January 1st, 2024. (Check out that blog here!) In short, many small businesses and its owners were impacted and are required to submit Beneficial Ownership Information (“BOI”) reports. Noncompliance with the CTA may result in steep fines ($500/day + $10,000 for criminal fines), plus a…
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Recent Supreme Court Decision Changes the Game for Small Business Succession Plans…
Has your small business purchased life insurance on its owners as a succession strategy? It may be time to check the company’s buy-sell agreements and plan next steps with your advisors to avoid unexpected estate taxes! A common succession strategy for small closely-held businesses is for the company to buy life insurance policies on the life of…
Continue reading…PB Law’s Guide to the Corporate Transparency Act – CTA + BOI Reporting
The Corporate Transparency Act (“CTA”) took effect on January 1st, 2024. This new federal law likely affects you if: ❓ Not sure if this applies to you? Don’t know where to start? ❓ Check out PB Law’s Guide to the CTA + BOI to see if you’re impacted + what you need to do! 🚩👇 PB…
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The 3 Types of Lawyers to Consider for Your Estate Planning…
In today’s complex legal environment, it’s important to understand that all lawyers do not specialize (or even practice) in all of the various areas of the law! When it comes to estate planning, it’s important to understand how “specialized” your legal representation is when handling your family + legacy. This week, I break down the (3)…
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