April 6, 2021
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Digital Assets: Protecting and Providing for NFTs in Your Estate Plan

What Are Non-Fungible Tokens? Recently, Non-Fungible Tokens (“NFTs”), have become […]
March 19, 2021
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IRS Crypto Regulations: How the IRS Treats Cryptocurrency

How Does the IRS Classify Cryptocurrency? As cryptocurrency gains popularity […]
March 17, 2021
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The Ultimate Guide on How to Leave Cryptocurrency in Your Will

Can Cryptocurrency Be Included in Your Will? In the past […]
March 10, 2021
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Can You Put Cryptocurrency in an Asset Protection Trust?

Asset Protection and Cryptocurrency.  Now that the IRS has deemed […]
March 10, 2021
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How Does a Revocable Trust Avoid Probate?

If your estate plan has been on your mind lately, […]
March 8, 2021
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Are there Banks that Accept Cryptocurrency?

Banks and Cryptocurrency Cryptocurrency has recently soared to become a […]
March 4, 2021
guns and trust in estate planning

Gun Trust

A gun trust is a revocable trust created to hold title to your firearms. Because the trust is a legal entity, it becomes the legal owner of the guns and is transferred to the trust or purchased by the trust
March 3, 2021
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Estate Planning For Pets And Pet Trusts

A pet trust is an ideal solution, as it allows the grantor to set funds aside to care for the pet, direct the level of care wished for, and the person or persons entrusted with the responsibility of caring for the pet.
March 3, 2021
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Cryptocurrency and Estate Plans

When making considerations for placing cryptocurrency into an Estate Plan it is important to make sure you do so in a secure and safe manner!
February 24, 2021
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What Is An Asset Protection Trust?

An asset protection trust (APT) is a legal safeguard to your financial assets from creditors, malpractice claims, lawsuits, and other financial threats.
February 18, 2021
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IRS Reporting Requirements for Offshore Trusts

When you are ready to set up an offshore trust, IRS has strict reporting requirements that need to be followed. Let's find them out!
February 4, 2021

Top 5 Questions Regarding Probate

Probate can be a difficult and confusing process. In this post, we will discuss some of the most common probate questions.
October 20, 2020
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The Nevis Trust

What is a Nevis Trust? What is its advantage from other offshore asset protection trust? Learn more from here!
October 9, 2020

Irrevocable Life Insurance Trust (ILIT)

Create a bulletproof plan! Irrevocable life insurance trusts help this goal by protecting your life insurance from creditors during your lifetime
October 9, 2020
qualified personal residence trust

Qualified Personal Residence Trust

A Qualified Personal Residence Trust (“QPRT”) is a special type […]
August 18, 2020

Cryptocurrency, the Blockchain, and Estate Planning

Cryptocurrencies can be stored digitally and operate without the use of a middleman or bank. How does it fit to your estate plan? Let's find out!
July 22, 2020
secure act

The SECURE Act eliminated the stretch rule. Here’s how you can protect your estate plan in its aftermath

What is the SECURE Act? Signed into law on Dec. […]
May 14, 2020

Revocable Trust vs Irrevocable Trust

Revocable Trusts Irrevocable Trusts Assets are considered owned by the […]
May 14, 2020

Barry Engel: The Father of Offshore Asset Protection

Asset protection is a relatively recent area of the law, […]
April 29, 2020

Medicaid in Colorado

  The Costs of Long-Term Care According to the U.S. […]
March 17, 2020

COVID-19 and Your Estate Plan

Concerns about the Wuhan coronavirus, known as COVID 19, are […]
October 25, 2019

Be Careful! The Dangers of DIY Asset Protection and Estate Planning

The do-it-yourself movement has impacted all areas of our daily […]
October 4, 2019

The Role of a Trustee and Their Discretionary Power

It is quite fitting that the word “trust” features prominently […]
September 20, 2019

How an Estate Planning Firm Can Secure Your Future

When you think about an estate planning firm, your first […]
September 13, 2019

6 Estate Planning Tips for Millenials

If you think that estate planning is something that only […]
August 29, 2019

What is Included in Estate Planning

We often hear of the importance of estate planning. Of […]
August 16, 2019

How Can Asset Protection Deter Litigation

Oftentimes, when people are considering whether to file a lawsuit, […]
August 9, 2019

What Does Elder Law Cover? The Basics to Elder Law

Most families undoubtedly have a loved one who is aging […]
July 26, 2019

Common Issues and Solutions When Planning for Minor Children

When it comes to planning for the worst, families with […]
July 19, 2019

How to Close a Revocable Trust After Death

Revocable trusts are a commonly used estate planning tool. The […]
June 27, 2019

When Does a Joint Revocable Trust Become Irrevocable

When a trust is established, the person or entity who […]
June 21, 2019

What is Fair in a Second Marriage and Estate Planning?

For many couples, estate planning in a first marriage can […]
June 13, 2019

What is Elder Law and What Does It Cover?

What is elder law? It is a branch of law […]
May 30, 2019

What’s Involved in the Probate Process?

All 50 states have specific probate laws used to legally […]
May 24, 2019

6 Asset Protection Strategies To Shield Your Wealth

There are many times where we fail to clearly comprehend […]
May 9, 2019

‘Great Wealth Transfer’ is Passing from Baby Boomers to Gen X, Millennials

The baby boomers generation of people born in the first […]
May 2, 2019

The Estate Planning Gift To Give Your Millennial Children In 2019

Boomers who have always managed their finances well want to […]
April 25, 2019

How Long Does Probate Take?

The word Probate, like many other legal terms comes from […]
April 18, 2019

Luke Perry Protected His Family with Estate Planning

The death of a much-loved celebrity always shakes the nation. […]
December 3, 2018

Asset Protection, Not Just For The Wealthy

Many people who do not consider themselves to be wealthy […]