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Trusts
Saturday, October 5, 2024
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
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...
Read more . . .
Monday, September 16, 2024
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 . . .
Tuesday, January 2, 2024
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
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
Link to a timely Kiplinger article by article by H. Dennis Beaver on legal advice related to the Coronavirus situation... Read more . . .
Thursday, January 2, 2020
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...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 18, 2019
“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
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
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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