Basic Estate Planning

Saturday, October 5, 2024

New Home?? 3 Essential Planning Tips for Homeowners...

Congrats on the purchase of your new digs!
Whether this is your first home, or you’re moving up, downsizing, or making a change, buying a home is a significant milestone.
Now that you’ve got the keys to your new home, we’re sharing some key tips to ensure things run smoothly... 

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Tuesday, October 1, 2024

Do I Need a Will or a Trust? (4 Options to Avoid Court)

My best friend (who is a legit big deal in the world of international finance), texted me the other day:  
“Hey! What do I need, a Will or a Trust?”
Did you know that simply having a Last Will and Testament (“Will”) likely ends up with your estate being handled by a Court?  (She did not).
I figured if she was in the dark, others must be pondering this question.  Today, I’m sharing your four options to avoid court and ensure your estate is handled seamlessly...


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Monday, September 16, 2024

How Much Does an Estate Plan Cost???

How Much is a Living Trust?  How Much is a Will?  How Much does an Estate Plan run? 
We get a variations of this question – a lot... 

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Saturday, December 23, 2023

The 3 Types of Lawyers to Consider for Your Estate Planning... 📌

There are many options out there when looking for an estate planning attorney. 
Check out our blog where we offer (3) different types of lawyers you may come across when looking for the right fit to help protect your legacy...


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Monday, October 10, 2022

NEW SERIES! Are your gifts causing more harm than good? When generosity backfires...

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 make- along with my recommended course-correct plan of action!

Read more . . .


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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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!

Read more . . .


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| Phone: 702-997-5701

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