Does Phillips Ballenger offer convenient appointment options?
Yes! You can instantly book online with Phillips Ballenger for convenient appointment options including Phone + Zoom Consultations on Estate Planning, LLC/Business Planning, Asset Protection, and other Estate Matters.
Who does Phillips Ballenger help?
We don’t have a ‘typical’ client (nor a net-worth threshold)… Our clients are come from a diverse range of backgrounds (and estate sizes!). We’ve counseled ‘kids’ just out of med-school, first-time business owners trying to keep things lean, and ultra-high net worth serial entrepreneurs.
We’ve designed + implemented comprehensive estate planning, business planning and asset protection plans for clients in a variety of different individuals and families.
How is your approach to planning different?
I limit the number of clients I accept, so that I’m able to dedicate a significant amount of time and attention to every client. This time allows me to understand you, your family dynamics, your estate- so I can design the best plan possible to meet your goals. Remember- paperwork won't be there for your family during a crisis, BUT a trusted advisor who understands the family dynamic and client's goals will be there to offer guidance. Our relationship is the key difference + the value I offer.
What types of Estate Planning services do you offer?
Estate Planning: Wills & Trusts and all the rest...
Whether you’re new to estate planning and just getting started, or need to update an existing plan, we’ll work with you to provide a thoughtful, personalized estate planning experience.
What if already have a Trust / Will / Other Estate Planning Documents?
We can help to review your existing documents, to advise if there have been any changes in the law that may necessitate an update.
We also can help revise existing plans to change important provisions- oftentimes this includes updating the Trust's jurisdiction (if you may have moved), updates to your nominated decision-makers (Trustees, Powers of Attorney, Executors, etc.), and/or updates to your beneficiaries (heirs).
How much is a living trust / will / estate plan?
It depends- it's vital to understand that anyone who gives a legal quote online is only churning out boilerplate docs! I can't give a price without first having an understanding of what, exactly, you need. An analogy: asking for a legal fee quote w/o first getting to know the client is like asking "How Much is a House?" Obviously, house prices vary on its location, size, condition, etc. Similarly, our prices depend on plan type, which depends on what YOU need and want.
Do you offer flat fees? What's your typical billing structure?
For Estate Planning clients:
98% of the time, I’m able to offer my clients an transparent, flat-fee billing system. At our consultation (or shortly after for complex plans), we'll create a custom-tailored plan to meet your individual family, business, financial, and long-term goals, along with a fee quote with your Plan Design, so you’ll know the costs associated with your plan.
What types of Asset Protection services do you offer?
Asset Protection:
We take a mindful, bespoke approach to asset protection planning - our strategies often involve careful layering of different entities, such as Nevada Asset Protection Trusts, which are constructed not only to safeguard our client’s assets, but to ultimately provide peace of mind.
What types of Business Planning / LLC services do you offer?
Business Creation & Planning:
As small business owners ourselves, we identify with entrepreneurs- we know, because we’re in your shoes! We work with businesses of all shapes and sizes, from helping first-time business owners get off the ground to advising seasoned owners of multi-million dollar enterprises - we know that every company faces its own unique set of challenges, and we can help to target the right solutions.
What states is Tiffany Ballenger Floyd licensed in?
Bar Admissions:
- State Bar of California, 2007
- State Bar of Nevada, 2008
