PB Law Blog... Trusts and Stuff

In March of 2017, a good friend of mine died tragically in a horrific car accident.  She left behind her 9-year old twin daughters. The event prompted me to ask- what happens in the Worst Case Scenario... 

Here’s what you can do to make your business and asset protection as strong as possible...

Great article that covers common estate planning myths (that we hear about all the time)...

Mortality is a bizarre concept to wrap your mind around...

To me, Wealth is NOT about money...  I gauge my wealth on the relationships I have, the quality of time I am able to enjoy with my family, the level of joy and happiness I feel when I am able to provide experiences and special moments with my children.  Yes, money does afford me the ability to create certain experiences with my family and friends, but I don't measure my wealth by the size of my bank account...

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

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!

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

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!

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!

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...