PB Law Blog... Trusts and Stuff

Monday, March 16, 2020

Phillips Ballenger's Action Plan in Response to COVID-19

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 post includes important updates for our clients as it relates to our ongoing business operations, important Court updates, and fact-based resources. 
We will continue to send further information on our procedures as this develops, all of which will also be posted on our blog, so please check back for updates. 

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Monday, March 16, 2020

Coronavirus Legal Advice: Get Your Business and Estate in Order Now (via Kiplinger)

Link to a timely Kiplinger article by article by H. Dennis Beaver on legal advice related to the Coronavirus situation...


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Sunday, March 15, 2020

Kiva's Message to Small Business Owners in the U.S.

Kiva lenders have shown their commitment to providing financial assistance to all by making 0% interest loans to U.S. entrepreneurs...

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Thursday, January 2, 2020

Why a HIPAA Release May Be the Most Important Document in Your Estate Plan

Many presume the single essential document is a Will or Revocable Trust.
While a Will (or more importantly Trust) is critically important, the most important document may be one you haven’t heard of- the HIPAA Authorization...

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Monday, November 11, 2019

Guest Blog- Veterans' Benefits Overview

In honor of Veteran’s Day, this week’s guest blog is by Jim McKinley (www. moneywithjim.org) and covers some of the benefits available to Senior Veterans.

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Friday, October 18, 2019

Don't fall into the trap of a "Quick" and "Simple" Estate Plan!

“I just need a simple will.” It’s a phrase estate planning attorneys 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 rife with complications that, if not addressed during the planning process, can create a nightmare for you and your heirs at some point in the future.  
In this post, I go over some of the potential pitfalls & unintended problems that can arise from so-called "simple wills"...

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Friday, October 11, 2019

Student Loan Debt: The Albatross of the Average College Student

Student loans have become a necessary evil for many college students.  The increase of college tuition along with the rise of college attendance creates the perfect storm for more student loan debt. 
Why is this happening and why is the term, "crisis" used when discussing the issues involving student loans?

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Wednesday, October 2, 2019

The Three Types of Lawyers to Consider for Your Estate Planning

It seems that there are many options out there when choosing an estate planning attorney. 
This week, I give you three different types of lawyers you may come across when looking for right fit to protect your legacy!

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Friday, September 20, 2019

FALLing into Autumn...

Our lives really do follow the natural flow of the seasons and as sure as one season follows the next, so too will our lives and we will have to be reminded of our life’s relative brevity. 
With this in mind, it’s a great time to check in with yourself and reset...

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Thursday, August 29, 2019

This Labor Day, Think Like a Boss...

A recent report found that the US now has 27 Million Entrepreneurs!  
Which raises the question: Why are there so many individuals wanting to go into business for themselves when it would be far ‘easier’ to be employed?
As an entrepreneur myself, I can honestly say that it’s not just a personality type or functional reason, but also very much a trend to no longer follow in the footsteps of their forefathers as classic employees, regardless of the benefits...

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Monday, August 19, 2019

Procrastination & ALL of my LISTS...

I finally had enough of running out of time and decided to get to the bottom of why. I very quickly realized how much time in my day I was wasting and was shocked by the number of extremely important tasks were still sitting on my ‘to do list’ from months ago! 

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