Trust Administration

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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Thursday, July 18, 2019

Why I'm Convinced that Estate Planning is a Women's Issue...

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. 


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Thursday, June 20, 2019

6 Reasons Why Hiring an Estate Planning Lawyer Beats Doing-It-Yourself

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.


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Thursday, May 23, 2019

Trust & Estate Planning FAQs with Tiffany Ballenger Floyd

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. 

 


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Monday, May 20, 2019

Worst-Case Scenario.

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... 

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Tuesday, May 7, 2019

4 Estate Planning Myths That Refuse To Die (via Forbes)

Great article that covers common estate planning myths (that we hear about all the time)...

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Tuesday, April 30, 2019

What is Your Purpose?

Mortality is a bizarre concept to wrap your mind around...

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Friday, April 19, 2019

Wealth... What Does it Mean to You?

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...



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Friday, April 5, 2019

Why Your Family’s Money Belongs In NEVADA — No Matter Where You Live (via Forbes)

Great Forbes article on why Nevada is an excellent choice for estate planning & asset protection.

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Monday, April 1, 2019

Spring Cleaning: Helpful Tools for Organization!

Spring has sprung! As our lives become busier, we tend to place organization on the lower end of the priority list.  Since Spring is the season of fresh starts, this is a great time to revisit the things you have been putting off and incorporate some tools to help you stay organized!

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Wednesday, December 12, 2018

Trusts In The Age Of Trump: Time To Re-Engineer Your Estate Plan

Ashlea Ebeling with Forbes discusses what you need to know about some of the recent changes to federal tax law. 


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