asset protection

April 28, 2025

The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones

Have you ever worked your entire life to build something valuable, only to worry about a significant portion being taken away after your death, and before it gets to the people you love? That's the reality many American families face when thinking about the estate tax – sometimes called the "death tax." There's a legislative proposal gaining momentum that could change everything about how wealth transfers between generations. But what would these changes really mean for you and your loved ones? Let’s explore the potential impact on you and those you love…
April 13, 2025

The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan

James Howells accidentally threw away a hard drive containing 8,000 Bitcoin (BTC) , now worth approximately $700 million, and his decade-long struggle to recover his fortune offers vital lessons for proper estate planning in our increasingly digital world…
March 31, 2025

Why Reviewing Your Trust Regularly Isn’t Optional – It’s Essential

Many people believe that once they've created a trust, they can simply file it away and forget about it. But just like your health needs regular check-ups, your whole estate plan (including your trust) requires periodic reviews to ensure your plan will work for your loved ones, and not fail when they need it...
March 3, 2025

Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples

The political landscape is shifting, and many same-sex couples are […]
February 23, 2025

Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy

The July 2024 passing of beloved Gen X actress Shannen […]