Trusts

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 . . .


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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Tuesday, January 2, 2024

📌 PB Law's Guide to the Corporate Transparency Act - CTA + BOI Reporting

Check out this week's blog to find out what you need to know - now - about the Corporate Transparency Act ("CTA"), which is estimated to impact over 30 million - mostly small + mid-size - businesses.
This new federal law likely affects you if: 
  • Are a business owner;
  • Have beneficial ownership in a business (individually, or thru another company or trust); 
  • Have substantial control over a business 
The failure to comply with the CTA is not to be taken lightly, with steep fines ($500/day + $10,000 for criminal fines), plus a possibility of two years in jail! 
Read on for a link to our comprehensive guide to the CTA + BOI Reporting, to see if you're impacted  + what you need to do... 

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. 

Read more . . .


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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Thursday, January 2, 2020

Why a HIPAA Release May Be the Most Important Document in Your Estate Plan

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...

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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.

Read more . . .


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"...

Read more . . .


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 . . .


Monday, August 5, 2019

Back to School Checklist #2: Get Your Estate Plan in Order

On last week’s blog, we shared some easy, practical tips on how to get organized prior to the upcoming school year (See Part 1 Here). 
Today, we're sharing Part 2, with some reminders & advice on how to get your estate plan in order, before your schedule fills up and procrastination sets in!


Read more . . .


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| Phone: 702-997-5701

Our Practice Areas | Estate Planning | Revocable Living Trusts | Wills vs. Trusts | Advanced Estate Planning | Trust + Estate Planning FAQs | Asset Protection + Nevada Asset Protection Trusts | Premarital + Postmarital Agreements | Business Formation + Planning | Business Succession Planning | Nevada Probate | Nevada Probate, Estate + Trust Litigation | | Our Process | About Us

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