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Estate Administration
Thursday, July 25, 2024
Has your small business purchased life insurance on its owners as a succession strategy? It may be time to check the company’s buy-sell agreements and plan next steps with your advisors to avoid unexpected estate taxes! Read more . . .
Monday, March 16, 2020
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. Read more . . .
Monday, November 11, 2019
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.Read more . . .
Friday, October 11, 2019
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?Read more . . .
Thursday, July 18, 2019
Estate planning is important for both sexes, but the pitfalls of failing to plan simply affect women, particularly mothers, much more than men for a host of reasons. In this week's blog, Tiffany lists 16 key talking points for women (and everyone else) to consider in order to protect their future selves, families, & loved ones. Read more . . .
Thursday, June 20, 2019
The question shouldn’t be whether or not you can write your own will, but rather whether you SHOULD. The problem is this: You don’t know what you don’t know. Read more . . .
Thursday, May 23, 2019
In this week's blog, our Las Vegas-based trust attorney, Tiffany Ballenger Floyd, answers some of the most frequently asked questions she receives about estate planning. Read more . . .
Monday, May 20, 2019
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... Read more . . .
Tuesday, May 7, 2019
Great article that covers common estate planning myths (that we hear about all the time)...Read more . . .
Tuesday, April 30, 2019
Mortality is a bizarre concept to wrap your mind around...Read more . . .
Friday, April 19, 2019
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... Read more . . .
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