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Nevada Estate Planning and Asset Protection Blog

Tuesday, April 9, 2019

Why Your Family’s Money Belongs In Nevada — No Matter Where You Live

Great Forbes article on why Nevada is an excellent choice for estate planning & asset protection.

By Michele Lerner, for Forbes/ Whittier Trust, Brandvoice

Link to Original Article





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Tuesday, April 2, 2019

Spring Cleaning: Helpful Tools for Organization

Spring has sprung! As our lives become busier, we tend to place organization on the lower end of the priority list.  Since Spring is the season of fresh starts, this is a great time to revisit the things you have been putting off and incorporate some tools to help you stay organized!


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Thursday, March 21, 2019

Asset Protection Series: Yet Another Reason why Landlords Need Asset Protection

Landlords can be held liable for their tenants' discriminatory behavior. 


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Thursday, March 14, 2019

Estate Planning Online: Yes or No?

The worldwide web has provided us with great opportunity to be more independent as consumers. However, as convenient it may seem, you might want to think twice before creating an estate plan online!


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Tuesday, March 5, 2019

Tax Savings Strategies to Implement Now to Lower Your 2019 Tax Bill

Ahhh… Tax Season...  If you’re like many people, you may have filed an extension for your 2018 federal tax return, so take a look and see if any of these tips might apply to last year. Otherwise, be sure to make the most out of these ideas for your 2019 tax planning!



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Tuesday, January 22, 2019

Bidding Farewell to Donna DiNoto...


To Our Clients, Partners, & Friends,

Happy New Year!  We hope that you had a happy holiday and were able to get some well-deserved time off.  The new year has brought some big and exciting changes to Phillips Ballenger, and because we value our clients so much, we want to keep you in the know.

First and foremost, it saddens me to say that my wonderful assistant of 9 years, Donna DiNoto, will be leaving Phillips Ballenger on January 23, 2019.
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Tuesday, January 8, 2019

Buying Vs. Renting Commercial Real Estate: What Are The Tax Benefits?

By: Shu Saito, CEO, Allfilters.com - Forbes, YEC CommunityVoice, Link

A common dilemma that many business owners face is whether to own or rent a business property. The decision often involves some consideration of what, if any, tax benefits are involved. Indeed, it can be taxing to understand all of the facts, nuances, codes and exemptions involved. After doing some research into the benefits of buying versus leasing commercial real estate, I was surprised to find so few articles that help make the issue accessible for those who are not tax law experts.



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Thursday, December 13, 2018

Trusts In The Age Of Trump: Time To Re-Engineer Your Estate Plan

By Ashlea Ebeling, Forbes Staff

The federal tax overhaul just doubled the amount of wealth you can pass to heirs estate-tax-free--without using any trusts or planning gimmicks. Yet rather than looking for a new specialty, top trust lawyers are positively giddy about the opportunities created by the law President Trump signed three days before Christmas.


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Tuesday, November 27, 2018

What California Wildfire Victims Should Know About Insurance And Loss Of Use

 by Megan Gorman, Forbes 

When California insurance broker Chris Thorndike awoke on Friday morning, he was besieged with an unusual amount of voicemail and inbox messages with the ominous title “Wildfire Updates”. From that moment on, Thorndike, who is President of NorthStar Risk Management & Insurance in Walnut Creek, California worked to help 15 of his clients under mandatory evacuation in the Malibu and Thousand Oaks area understand how their insurance would help them as the fires played out.


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Friday, November 23, 2018

Preparing Your Children For Inheritance

How do you prepare your children to receive an inheritance?  What can you do now to make them better money managers?  Passing your legacy to your children requires acknowledgement of family values and fiscal preparation, early on.  


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Wednesday, November 21, 2018

The Thanksgiving Table Is The Perfect Forum To Discuss Estate Planning

By Cori A. Robinson, Esq., Above The Law

Link to original article here.

Thanksgiving traditionally includes football, family, and fowl. In my opinion, it should also include estate planning. By this I do not mean deposing your parents at the dinner table about their long-term investments or interrogating Grandma about the contents of her vault. I do encourage, however, general conversations about taking care of one’s stuff(ing).

In addition to expressing thanks for all that you have in this world, take the opportunity, while your loved ones are relegated to one table, to discuss, or at least investigate, the following topics that will surely give them pumpkin to talk about.


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