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)…
Continue reading…Category: Estate Planning
When Generosity Backfires… Are your gifts causing more harm than good?
As an estate planner, I deal with lots of generous, kind folks with very big hearts (and sometimes, big wallets to match). That’s not always the case- sometimes clients have a more modest estate that belies their generous spirits. In this series, I’m offering a weekly Q&A to outlines some mistakes I’ve seen my generous clients…
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Tiffany Ballenger Floyd interview featured in Women’s Health Magazine
Check out the Women’s Health magazine interview with our own Tiffany Ballenger Floyd, where she discusses the importance of advance health care directives, Nov 2020! Thanks to journalist Amy Wilkinson, who was absolutely lovely to work with! Link to post
Phillips Ballenger’s Action Plan in Response to COVID-19
Dear Clients & Friends, We write to you today to update you with Phillip Ballenger’s action plan in light of the escalating spread of the novel Coronavirus. This situation is new & unique to all of us – our core values have guided us to the following decisions regarding how Phillips Ballenger will operate for…
Continue reading…Coronavirus Legal Advice: Get Your Business and Estate in Order Now
By H. Dennis Beaver for Kiplinger Click here to learn more and read more articles from the author. Estate planning attorneys are getting mobbed with questions. So, here is some timely advice from three attorneys on what families and business owners should be doing to prepare in case the unimaginable happens. The stock market has…
Continue reading…Why a HIPAA Release May Be the Most Important Document in Your Estate Plan
Happy New Year! As we welcome 2020, I find that as an estate planning attorney, my calendar quickly fills up with consultations for potential new clients eager to “get organized” and/or to “get their affairs in order.” Individuals & families seem eager to get a positive start in the New Year and seek expert advice…
Continue reading…Don’t fall into the trap of a “Quick” and “Simple” Estate Plan!
Beware of “Simple” Estate Plans “I just need a simple will.” It’s a phrase estate planning attorney hear practically every other day. From the client’s perspective, there’s no reason to do anything complicated, especially if it might lead to higher legal fees. Unfortunately, what may appear to be a “simple” estate is all too often…
Continue reading…The Three Types of Lawyers to Consider for Your Estate Planning
Contrary to popular belief, all lawyers do not specialize in all areas of law! When it comes to estate planning, it is important to understand how “specialized” your legal representation is when handling your legacy. This week, I have broken down three types of representation common to the estate planning arena. #1 – “Jack of…
Continue reading…FALLing into Autumn…
How are you going to prepare for the next season? The first day of autumn is around the corner already, and the weather is cooling down (thankfully!). It now feels like the summer wasn’t that brutal after all here in Las Vegas?! The shorter days and refreshing nights have me thinking of change, becoming more…
Continue reading…This Labor Day, Think Like a Boss…
Entrepreneurship & Starting Your Own Business In researching the origins of Labor day, this concise description offered by Wikipedia caught my eye: “It honors the American labor movement and the contributions that workers have made to the strength, prosperity, laws, and well-being of the country” …Wikipedia. This research really had me thinking about how the…
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