Tips

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!

Even if you're nowhere close to thinking about retirement, there are things you can implement in your business right now to prepare for way down the road...

The Atlantic’s In Pursuit of Happiness event kicks off on May 1st, 2022, to help people build more intentional and happy lives.

Read More & Learn How to Sign Up for Free -->

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

On Friday, the president signed into law a coronavirus relief package that should help many small businesses reeling from coronavirus shutdowns and slowdowns

Federal Tax Deadline moved to July 15th... To help, Tiffany has  prepared two tax “cheat sheets” one for personal federal filings and geared to small businesses owners...

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...

Kiva lenders have shown their commitment to providing financial assistance to all by making 0% interest loans to U.S. entrepreneurs...

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.