Articles

March 11, 2022

Best Offshore Trust Jurisdictions for Asset Protection

Common Offshore Trust Options for U.S. Persons Jurisdictions Bahamas Belize […]
November 24, 2021

How a Bona Fide Resident of Puerto Rico Can Protect Their Cryptocurrency from Lawsuits and Creditor Claims

Imagine this, Bill Crypto has a passion for digital currency, […]
August 17, 2021
bitcoin and upcoming regulation

Upcoming Regulations For Cryptocurrency

Currently, the cryptocurrency industry can be likened to the Wild […]
August 8, 2021

Wills & Revocable Trusts

WILLS AND TRUST LAW Wills and Trusts are useful estate […]
August 8, 2021

Estate Planning

WHAT IS ESTATE PLANNING? You’ve spent your entire life working […]
July 28, 2021
world map in a globe

Cryptocurrency Legal Status by Country

Learn which countries legalize and illegalize the use of cryptocurrency transactions, what are those countries policies, and their stand on crypto markets.
June 8, 2021
bitcoin coins

The Top Nine Cryptocurrency Tax Tips You Should Know

If you’ve begun to invest in cryptocurrency, below are nine helpful cryptocurrency tax tips you can consider baking into your tax strategy.
May 14, 2021
irrevocable life insurance trust

Irrevocable Life Insurance Trust

All estate plans share one fundamental goal: create a secure […]
April 22, 2021

What is an Offshore Trust?

An Offshore trust is established under the laws of a foreign country and managed by a professional trustee not subject to the jurisdiction of his home country.
April 6, 2021
non fungible token symbol

Digital Assets: Protecting and Providing for NFTs in Your Estate Plan

What Are Non-Fungible Tokens? Recently, Non-Fungible Tokens (“NFTs”), have become […]
March 19, 2021
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IRS Crypto Regulations: How the IRS Treats Cryptocurrency

How Does the IRS Classify Cryptocurrency? As cryptocurrency gains popularity […]
March 17, 2021
bitcoins and candle charts

The Ultimate Guide on How to Leave Cryptocurrency in Your Will

Can Cryptocurrency Be Included in Your Will? In the past […]
March 10, 2021
parents covering their children incase there is a probate

How Does a Revocable Trust Avoid Probate?

If your estate plan has been on your mind lately, […]
March 8, 2021
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Are there Banks that Accept Cryptocurrency?

Banks and Cryptocurrency Cryptocurrency has recently soared to become a […]
March 4, 2021
guns and trust in estate planning

Gun Trust

A gun trust is a revocable trust created to hold title to your firearms. Because the trust is a legal entity, it becomes the legal owner of the guns and is transferred to the trust or purchased by the trust
March 3, 2021
dog getting petted by his owner

Estate Planning For Pets And Pet Trusts

A pet trust is an ideal solution, as it allows the grantor to set funds aside to care for the pet, direct the level of care wished for, and the person or persons entrusted with the responsibility of caring for the pet.
March 3, 2021
bitcoin and a house representing estate planning with bitcoin

Cryptocurrency and Estate Plans

When making considerations for placing cryptocurrency into an Estate Plan it is important to make sure you do so in a secure and safe manner!
February 18, 2021
irs offshore requirements in reporting

IRS Reporting Requirements for Offshore Trusts

When you are ready to set up an offshore trust, IRS has strict reporting requirements that need to be followed. Let's find them out!
July 22, 2020
secure act

The SECURE Act eliminated the stretch rule. Here’s how you can protect your estate plan in its aftermath

What is the SECURE Act? Signed into law on Dec. […]
May 14, 2020
prenuptial and postnuptial agreement

Prenuptial And Postnuptial Agreements

Prenuptial and postnuptial agreements can be important documents when it […]
May 14, 2020
residence trust

Qualified Personal Residence Trust

A Qualified Personal Residence Trust (“QPRT”) is a special type […]
May 14, 2020

Revocable Trust vs Irrevocable Trust

Revocable Trusts Irrevocable Trusts Assets are considered owned by the […]
May 14, 2020
barry-engel-blog-post

Barry Engel: The Father of Offshore Asset Protection

Asset protection is a relatively new area of the law, […]
May 10, 2020
estate planning for medical professionals

Estate Planning for Medical Professionals

Needless to say, we are currently living in extremely uncertain […]
May 10, 2020
elder law

Elder Law Services

Aging is part of life, but many people are so […]
May 10, 2020
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Colorado Trust Attorney

What Is A Trust? When you create a trust, you […]
May 10, 2020
fiduciary service

Fiduciary Service

What Is A Fiduciary? A fiduciary is a person or […]
October 25, 2019
diy-asset-protection-estate-planning

Be Careful! The Dangers of DIY Asset Protection and Estate Planning

The do-it-yourself movement has impacted all areas of our daily […]
October 4, 2019
The-Role-of-a-Trustee-and-Their-Discretionary-Power

The Role of a Trustee and Their Discretionary Power

It is quite fitting that the word “trust” features prominently […]
August 16, 2019
How-Can-Asset-Protection-Deter-Litigation

How Can Asset Protection Deter Litigation

Oftentimes, when people are considering whether to file a lawsuit, […]
July 19, 2019
How-to-Close-a-Revocable-Trust-After-Death

How to Close a Revocable Trust After Death

Revocable trusts are a commonly used estate planning tool. The […]
June 27, 2019

When Does a Joint Revocable Trust Become Irrevocable

When a trust is established, the person or entity who […]
June 21, 2019
whats-fair-second-marriage-estate-planning

What is Fair in a Second Marriage and Estate Planning?

For many couples, estate planning in a first marriage can […]
May 9, 2019
great-wealth-transfer-baby-boomer-millenial

‘Great Wealth Transfer’ is Passing from Baby Boomers to Gen X, Millennials

The baby boomers generation of people born in the first […]
April 25, 2019
how-long-does-probate-take

How Long Does Probate Take?

The word Probate, like many other legal terms comes from […]
December 3, 2018

Asset Protection, Not Just For The Wealthy

Many people who do not consider themselves to be wealthy […]
March 1, 2017
a legal court

The Perils of Probate and the Benefits of a Revocable Trust

When a loved one transitions from life into death, remaining […]
June 9, 2015
How-to-Protect-Assets-From-Divorce

How to Protect Assets From Divorce

Marriage is a legally or formally recognized union of two […]
September 26, 2014
umbrella and stethoscope

Asset Protection Solutions for Doctors

Do Doctors Need an Asset Protection Plan? The medical professionals […]
July 25, 2014
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Asset Protection for Real Estate Investors

As many Colorado residents have seen over the past few […]