Estate Planning

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... 

My best friend (who is a legit big deal in the world of international finance), texted me the other day:  

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...

The current estate tax exemption ($13.61 MM in 2024) is set to sunset on January 1, 2026.  This week's blog, courtesy of Steve Oshins and Ultimate Estate Planner, outlines practical considerations to ensure you allow enough time to plan accordingly! 

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...

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!

Check out the Women’s Health magazine interview with our own Tiffany Ballenger Floyd, where she discusses the importance of advance health care directives, Nov 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. 

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

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...