Category: Asset Protection
Asset Protection

Homestead Exemptions and Estate Planning

Almost every state has some form of homestead exemption law primarily focused on reducing property taxes and protecting home equity from creditors. While the best-known homestead law is rooted in the nineteenth century’s westward expansion, the underlying principle—a secure home for families—has evolved into a variety of state-level property protections.

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Asset Protection

Do Not Let Your Digital Life Die with You

Today, so much of what once existed in material form now lives entirely online. Our photos, finances, business operations, and even our identities are stored on devices and platforms and

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Asset Protection

What to Do When You Do Not Own What You Think You Own

From unrecorded deeds to accounts held solely in a deceased spouse’s name, many people discover too late that what they thought they owned is not legally theirs. When that happens, the fallout can be costly, time-consuming, and deeply disruptive.

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Trust maker of a living trust describing form to someone.
Asset Protection

The Lifetime QTIP Trust

Estate planning for couples in a second or subsequent marriage can be tricky, especially if their estates are disproportionate. One solution that allows the more affluent spouse to maintain control of their property and wealth and minimize potential estate taxes—while keeping their spouse happy—is the lifetime qualified terminable interest property (QTIP) trust.

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