Recent Blog Posts
AI & Estate Planning in Las Vegas
Your online life has real value. However, if you use AI tools to make money, own cryptocurrency, or run digital businesses, your family might not get any of it when you die. That’s because most estate plans in Las Vegas don’t cover these newer types of wealth. More people here are making serious money… Read More »
The Risks to Your Estate if You’re Diagnosed With Dementia Without a Plan in California
A dementia diagnosis changes everything, especially when it comes to protecting your assets and ensuring your wishes are followed. In California, waiting too long to create an estate plan can leave your family facing costly court battles, frozen bank accounts, and decisions made by strangers instead of loved ones. When dementia progresses, you may… Read More »
The 5-Year Lookback Rule Shocks Utah Families Seeking Medicaid in 2025
Utah families are often shocked when applying for Medicaid long-term care benefits. That’s because of a rule called the 5-year lookback rule. The 5-year lookback rule catches countless families off guard, creating financial nightmares they never saw coming. This federal regulation examines every financial transaction made during the five years before applying for benefits…. Read More »
Dynasty Trusts in Nevada: Lock in Multi‑Generational Legacy While Rules Allow
You’ve worked hard to build wealth that could support your family for generations. However, taxes, lawsuits, and changing laws could wipe out decades of hard work in a single generation. If you’re researching ways to protect your family’s financial future, you may have heard about dynasty trusts. Maybe your accountant mentioned them, or you… Read More »
Gun Owner in California or Utah? Don’t Let Your Family Inherit a Legal Nightmare
Most responsible gun owners take pride in their collection. But have you considered what happens to your firearms after you’re gone? Without a clear plan, your passion could become a legal headache for your loved ones in California or Utah. The rules around inheriting firearms are complex, and not understanding them could expose your… Read More »
How California’s New Law Makes Probate Easier for Homeowners in 2025
If you own a home in California, there’s some really good news you should know about. A big change to the state’s probate laws is coming in 2025, and it could make a huge difference for your family down the road. Thanks to Assembly Bill 2016 (AB 2016), if you pass away after April… Read More »
Why More Utah Business Owners Are Choosing Trusts Over Wills
You’ve built a successful business in Utah. You’ve invested time, money, and passion into making it thrive. But have you thought about what happens to your business after you’re gone? This is where estate planning comes in. More and more Utah business owners are choosing trusts over wills to protect their hard work. Why?… Read More »
Trust Me! The Top 5 Reasons You Need a Trust Before You Hit 40
When you hear the word “trust,” you might think of ultra-wealthy families passing down millions. But here’s the truth: a trust isn’t just for the rich—it’s for anyone who wants to protect their assets, their family, and their future. If you’re in your 30s or approaching 40, now is the perfect time to set… Read More »
How to Talk to Your Parents About Estate Planning (Without Starting a Family War)
Talking to your parents about estate planning can feel like stepping into a minefield. It’s a sensitive topic, and you might worry about upsetting them or sparking family drama. However, avoiding the conversation altogether can lead to bigger problems down the road, like confusion or conflict when decisions need to be made. The good… Read More »
Last Chance to Plan for Estate Tax Increase for 2025 before the Cliff in 2026
There are major changes coming in 2025 to estate planning. If you’ve been keeping an eye on the federal estate tax exemption, you already know how crucial it is. This exemption determines how much of your wealth can be passed on to your loved ones without being reduced by federal taxes. For many families,… Read More »