Our Thoughts, Findings and Articles

The True Cost of Creating a Will: What You Need to Know Before You Start

Estate Planning 101: Understanding Trusts and Wills – Get Started Today!

Unlocking the Secrets: Will vs. Trust – Which Estate Planning Tool Is Right for You?

5 Hidden Fees That Could Double Your Will and Trust Setup Costs

Nevada Supreme Court Upholds Irrevocable Domestic Asset Protection Trusts in Probate Disputes Under NRS 166.040

North Carolina Allows Domestic Asset Protection Trusts to Shield Assets from Lawsuits and Spousal Divorce Claims

New Estate Tax Proposal for 2026: Strategic Moves for Advisors

Potential Estate Tax Changes: Bonus Exemption, Possible Repeal, and What To Do Now in Light of Great Uncertainty -

The Proposed Death Tax Repeal Act of 2025

2024 State-by-State eWill Legislation Guide: Electronic Will Requirements Across All 50 States

8 Critical Red Flags of Fraudulent Conveyances Under the Uniform Voidable Transactions Act (UVTA)

IRS’s 2024 Guidance on Transferring Real Estate into an Irrevocable Trust Without Gift-Tax Triggers

The 7-Step Digital Asset Protection Checklist: Safeguard Your Domain Names, Social Media Accounts & Online Royalties

5 Major UFTA Court Decisions that Establish the Fundamental Principles of Fraudulent Conveyances Under U.S. Law

Identifying and Preventing Fraudulent Conveyances: Legal Red Flags in Asset Transfers

5 Proven Strategies to Protect Bitcoin, Ethereum, and NFTs: Your Ultimate Digital Asset Protection Checklist

7 Essential Tests in the Uniform Fraudulent Transfer Act to Spot Fraudulent Conveyances

Estate Planners Harness Bespoke Charitable Remainder Trusts for Enhanced Tax Deductions and Business Sale Strategies Amid IRS Scrutiny

Step-by-Step Guide to Reversing a Fraudulent Conveyance Under the Uniform Voidable Transactions Act

Dynasty Trusts Unlock Multi-Generational GST Tax Exemptions as States Enact New Legislation, but Advisers Warn of Planning Traps

3 Trusts to Shield Assets From Estate Taxes

IRS Revenue Ruling 2023-02 Clarifies Gift-Tax Events for Irrevocable Grantor Trusts After 2025 Tax Law Changes

Sugar Land Attorney Evan B. Lange Flags Five Major Texas Irrevocable Trust Law Amendments Effective January 1, 2025

Wenjay Sung Places $5 Million into Irrevocable Family Trust to Equally Protect Biological Child and Stepchildren

Alaska’s Two-Year Statute of Limitations and Delaware’s No-Look Trust Rule Propel Top Five DAPT Jurisdictions in 2024 State Rankings

In Texas, Revocable Living Trusts Must Be Funded Before Death to Trump Wills, Warns The Lange Firm’s Evan Lange

IRS Rule on Irrevocable Trusts | Trust & Will

Want to Leave Assets to Heirs? IRS Rule Change Should Have You Rethinking Your Irrevocable Trust

A complete 2025 Trust & Will Estate Planning Report Shows...

Use of Asset Protection Trusts for Estate Tax Planning Purposes

4 Ways Inflation Can Change Your Estate Planning

3 Estate Planning Moves To Make To Protect Your Wealth as Recession Looms

Estate Planning Trends and Predictions, 2025 Estate Taxes and ...

Comprehensive 2025 Trust & Will Estate Planning Report Reveals ...

Asset Protection Strategies for Physicians

Physicians face unique legal and financial risks. This guide outlines actionable asset protection strategies—from insurance and trusts to LLCs and estate planning. Learn how to safeguard your wealth.

Washington State Inheritance Tax: 2025 Legal Overview for Estates and Heirs

Washington has no inheritance tax, but its estate tax can significantly impact high-value estates. This 2025 legal guide explains estate tax thresholds, exemption limits, and planning strategies.

Inheritance Tax Illinois: Essential Information for Beneficiaries

Explore how Illinois inheritance tax laws affect beneficiaries in 2025. This guide breaks down applicable tax rates, legal obligations, asset valuation processes, exemptions and strategies.

Understanding the Settlor of Trust: Roles, Duties, and Legal Implications

Learn the critical role of the settlor in establishing a trust—from drafting legal documents to defining beneficiary rights and managing tax implications.

April 12, 2025

California Estate Tax Insights for 2025: Essential Information You Should Have

Get up-to-date on California estate tax rules for 2025. This article breaks down current regulations, thresholds, and key federal implications for high-net-worth individuals and families.

March 24, 2025

Understanding the Distinction Between Trustor and Trustee Roles

Learn the key differences between a trustor and trustee, their legal duties, and how clear roles ensure effective trust management, asset protection, and smooth estate planning.

Irrevocable Trusts

What is an irrevocable trust? An irrevocable trust, in simple words, is an arrangement that, by its inherent nature and design, cannot be amended or revoked once it has been set up.

The Ultimate Guide to Lifetime Asset Protection Trusts

Lifetime Asset Protection Trusts are financial tools that are designed to protect your hard-earned assets from your creditors, lawsuits, divorces, and even your own poor decisions.

10 Types of Trusts

Trusts are a unique way you can look after your money and property, giving you the right to decide who should take care of your 'stuff' in case you are incapable of managing it yourself or after your

Does an Irrevocable Trust Protect Assets from A Nursing Home?

Yes, an irrevocable trust can protect your assets from nursing homes, but only if you set it up in a special way.

Can An Irrevocable Trust be Changed? Exploring Your Options

It is extremely difficult to make changes to an irrevocable trust, and if it’s set up correctly, no one can alter the trust or access the assets inside it.

A bulletproof trust is an irrevocable trust that gives the trustee strong control over the assets to protect them from creditors, lawsuits, taxes, and other claims. It’s designed to keep the assets sa

What is a Medicaid Irrevocable Trust and the 5-Year Lookback Period?

Irrevocable Medicaid Trusts are established legal devices that afford protection for one's assets while qualifying them for Medicaid.

How Much Does a Trust Cost?

The cost to establish a trust typically ranges from $100 to $500.000, though this amount can vary based on complexity, location, and attorney fees.

A Guide to Smart Estate Planning and Administration

Estate planning is when you determine exactly how your assets and wealth by handled after you pass away.

A High Net Worth Estate Planning Guide

High net-worth estates require planning to last for generations. This includes minimizing taxes, passing along assets to future generations, being charitable, and continuing business interests.

Your Asset Protection Attorney Guide: An APA Explained

An asset protection attorney, also known as an estate planning attorney, is there to help you protect your assets from risks like lawsuits, creditors, fraud, divorce, and any other mishaps that could

Best Countries for Offshore Trusts: Asset Protection Around The World

The best country for your offshore trust might be Belize, the Cayman Islands, the Cook Islands, or Singapore. Or it might be one of several other options.

Does A Trust Protect Your Assets from a Lawsuit?

Will a trust protect you from a lawsuit? Well, a trust does provide asset protection, though the protection is not in the case of a lawsuit.

Can an Unhappy Beneficiary Challenge a Trust?

Yes, an unhappy beneficiary can have the legal right to challenge a trust if they feel they were unfairly excluded

If Someone Sues You, Can They Take Your House? Your Asset Questions Answered

Yes, you can lose a lot from a lawsuit, including homes, property, investments, bank accounts, and more.

Can You Sue a Trust? Know Your Legal Options

Technically, no, you cannot sue a trust. It is not a person, but a legal entity, but you can instead sue the trustee, the person responsible for the management and upkeep of the trust.

Cayman Islands Estate Tax Explained: Your In-Depth Guide

The Cayman Islands is a tax-free country, meaning there is no estate tax, no inheritance tax, and no gift tax. This makes it an ideal location for trusts.

Testamentary Trust vs. Living Trust: A Comparison

A testamentary trust only comes into effect when the grantor of the trust dies whereas the living trust can be created during the grantor’s lifetime.

Does a Revocable Trust Protect Assets from Nursing Home?

Plain and simple, No, a revocable trust will not protect your assets from expensive nursing home costs.