Welcome Back, Gen Z (+ other!) Planners – now, it’s time to talk about how you can monetize your social media and protect it when you’ve passed! Have you started thinking about how to make money from TikTok or Instagram, and what will happen to that income stream if you’re gone? Nevada recognizes different types…
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Estate Planning Document Breakdown
Welcome Back, Gen Z (+ other!) Planners – now, it’s time to get your documents together! Before you dive into estate planning, it’s helpful to know that there are myriad types of documents within a comprehensive plan. I’m here to give you an estate planning document breakdown in the simplest terms. When setting up your…
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Estate Planning for Gen Z…
Welcome to Adulthood, Gen Z!!! Hey Gen Z, welcome to the big leagues! It feels like yesterday we were chasing each other on the playground. Now we’re in our 20s, figuring out what comes next. Do I go to college? Do I get married? Or do I stay at my parents’ house, avoiding responsibility? Most…
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DIY Estate Planning? 6 Reasons Why Hiring an Estate Planning Lawyer Beats Doing-It-Yourself
DIY Estate Planning?? In the information age, you can pretty much learn how to do just about any household task- watch a video on YouTube to learn how to build a bookshelf, read one of the thousands of DIY blogs to learn how to install a sprinkler set, or refinish a dresser. With the…
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Nevada Asset Protection Corporate Veil – Does it Really Protect Your Personal Assets?
Most business owners understand the importance of keeping your business separate from your personal estate. You may have done your homework and weighed your options. Perhaps you’ve even considered the tax and non-tax implications for common business entities. We bet you’re also intrigued by the protections certain business entities (such as Nevada LLCs) afford their…
Continue reading…Trump Tariffs: What They Mean for Your Wallet (and is a Recession on the Horizon?)
Let’s talk tariffs. Yep—those taxes on imported goods that made headlines a few years ago during the Trump administration. While they may sound like a topic reserved for economists and politicians, tariffs have had some very real, very tangible effects on everyday Americans—and could still be contributing to broader economic uncertainty today. Wait—Remind Me What…
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New Home?? 3 Essential Planning Tips for Homeowners…
Congrats on the purchase of your new digs! Whether this is your first home, or you’re moving up, downsizing, or making a change, buying a home is a significant milestone. When major life events occur, it’s important to take some time to ensure your plans for the future are aligned with your current estate plan, or…
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Do I Need a Will or a Trust? (4 Options to Avoid Court)
My best friend (who is a legit big deal in the world of international finance), texted me the other day: “Hey! What do I need, a Will or a Trust?” Did you know that simply having a Last Will and Testament (“Will”) likely ends up with your estate being handled by a Court? (She did…
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The Upcoming 2025 Trust Tsunami and How to Handle it (by Steve Oshins)
(by Steve Oshins via Ultimate Estate Planner) The estate and gift tax exemption is scheduled to drop in half at the beginning of 2026. This is going to shift the supply/demand ratio so far in favor of estate planners that wealthy prospective clients who know they need to make their large gifts need to start…
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How Much Does an Estate Plan Cost???
How Much is a Living Trust? How Much is a Will? How Much does an Estate Plan run? We get a variations of this question – a lot. As much as we’d love to give you a simple answer, our response is the typical “lawyer” answer: “It depends…”. We can’t tell you without talking to you about…
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