Recent Blog Posts
What Can You Do When a Trustee Refuses to Act?
If you are a beneficiary of a trust and the trustee has gone silent, refused to make distributions, or is clearly mismanaging assets, you are not powerless. California and Nevada both give beneficiaries real legal tools to force a trustee to do their job, or to have them removed and replaced if they won’t…. Read More »
Trust Accounting 101: What Beneficiaries Can Demand (And What Trustees Must Produce) in California vs. Nevada vs. Utah
You have the legal right to see where your inheritance money is going. If your trustee refuses to show you trust bank statements, investment records, or expense reports, they might be violating their fiduciary duties. However, even though you have the legal right to demand this information, do you know what specific documents the… Read More »
Nevada SB 404 Probate Threshold Changes: When an Estate Qualifies for Summary Administration or General Administration
If someone you love recently died in Nevada and left behind property or money, Senate Bill 404 has been enacted to revise Nevada probate law. This law raises the dollar limits for all three types of probate processes in Nevada. Starting October 1, 2025, more estates qualify for faster, cheaper options under SB 404…. Read More »
California’s AI Transparency Act: What Estate Attorneys Should Expect in 2026
If you use AI tools in your estate planning practice, or if you’re thinking about it, you need to know about California’s AI Transparency Act and its amendments will change how AI-generated content must be labeled and tracked. While the law mainly targets big tech companies, it sets a precedent that could shape how… Read More »
Understanding Utah AI Laws What You Need to Know in 2025
Utah is leading the way in artificial intelligence regulation. If your business uses AI to interact with Utah residents, you need to understand the state’s AI laws right now because they just changed again in May 2025. These rules apply whether your company is based in Utah or not, and violations can carry penalties… Read More »
What is Step-Up in Basis? Understanding the Tax Impact of Gifts vs. Inheritance in Nevada
Are you thinking about giving away property or other valuable assets? If so, the timing of that transfer can make a huge difference in taxes. Should you gift that rental property to your daughter now, or let her inherit it when you pass away? The answer often comes down to something called “basis,” and… Read More »
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 »