Basic Estate Planning

Friday, June 14, 2019

Important Estate Planning Considerations for LGBTQ+ Individuals & Families

Happy LGBTQ Pride Month!   

Most people, regardless of their gender identity or sexual orientation, should make an estate plan. However, same-sex couples/families and LGBTQ individuals may have more to gain from making an estate plan than others because of the ever-changing nature of the laws surrounding LGBTQ issues.  An estate plan can also help clarify the nature their relationship for those family members or professionals who may not (sadly) understand it or approve of it. 
In honor of Pride Month, this week's blog addresses 6 Key Estate Planning Issues to consider for LGBTQ families & individuals...

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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, March 13, 2019

Should I Do My Estate Planning Online???

The worldwide web has provided us with great opportunity to be more independent as consumers. However, as convenient it may seem, you might want to think twice before creating an estate plan online!

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Monday, January 7, 2019

Buying vs. Renting Commercial Real Estate: What Are The Tax Benefits? (via Allfilters.com / Forbes)

Tax Fun for Business Owners!  A common dilemma that many business owners face is whether to own or rent a business property...

By: Shu Saito, CEO, Allfilters.com - Forbes, YEC CommunityVoice, Link


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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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