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: Tips
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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Happiness Is…
The Atlantic’s In Pursuit of Happiness event kicks off on May 1st, 2022, to help people build more intentional and happy lives. Did you know you can register + attend virtually for free?! In Pursuit of Happiness 2022 Event – Arthur Brooks – The Atlantic: Drawing on our celebrated coverage of the practices and principles of happiness from the renowned social scientist…
Continue reading…PB Law’s Guide to Navigating the COVID-19 Vaccine Process- UPDATED!
Links to make an appointment, plus tips + guidance on how to see if you’re eligible for the COVID-19 vaccine in Nevada, and if so, how to get vaccinated! IF YOU ARE AGE 70+: Appointments are now available through select Walgreens, Walmart, Sam’s Club, Smith’s, locations throughout Nevada, including the Las Vegas valley! (Age 70+ ONLY)- please click on…
Continue reading…What the $2T Coronavirus Aid Package Could Mean for U.S. Small Businesses
Great breakdown on the details of the stimulus package for Small Businesses! Link to Post
Tax Update- 90-Day Reprieve on Income Tax Filings & Payments + PB Law Tax Cheat Sheets!
The 2020 tax season is underway, but millions of Americans have yet to start preparing their tax returns. Earlier this week, in response to the COVID-19 pandemic, Treasury Secretary Steven Mnuchin offered taxpayers a 90-day reprieve on paying their income taxes. As of Friday, March 20, the deadline to file tax returns has also been…
Continue reading…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…Kiva’s Message to Small Business Owners in the U.S.
Repost from Kiva.org: Small businesses are already being negatively impacted by the spread of the COVID-19 Coronavirus in the United States, including many members of the Kiva community. Whether it’s your favorite neighborhood coffee shop, your best friend who owns a storefront or a local grower you support at the farmer’s market, millions of American businesses…
Continue reading…Guest Blog- Veterans’ Benefits Overview
Veterans’ Benefits – Using Benefits, Managing Money: Financial Planning Information for Senior Veterans From deciding where to live to accessing healthcare, senior veterans have benefits and obstacles that many of the rest of us don’t. The trick is knowing how to navigate the good and the bad. Senior veterans have problems and advantages that are…
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