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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...

Read more . . .

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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...

Read more . . .

Family

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...

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...

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!

Links to make an appointment, plus tips + guidance on how to see if you're eligible for the COVID-19 vaccine in Nevada, and if so, how to get vaccinated!

UPDATED: 2/18/2021 with additional links, appointment sites, and other info

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...

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.

“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"...

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?