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Estate Planning Forms Online: Understanding the Benefits and Risks
By Staff on January 12, 2026
Estate planning forms online offer convenience and lower upfront costs, but carry significant risks including improper execution, failure to fund trusts, and lack of customization for complex situations.
Does a Revocable Trust Automatically Become Irrevocable Upon Death?
By Staff on January 8, 2026
A revocable trust does automatically become irrevocable upon the grantor's death in most cases, though joint trusts and specific trust provisions can create exceptions.
Registered Agent for Trusts: When You Need One and How It Works
By Staff on January 8, 2026
A registered agent for trusts is required for statutory trusts and certain business entities holding trust assets, ensuring proper service of process and state compliance.
Qualified Personal Residence Trust Asset Protection
By Staff on December 26, 2025
Qualified personal residence trust asset protection is limited. Learn why QPRTs are estate planning tools, not creditor protection vehicles, and what actually works.
What to Look for When Choosing a DAP Trust Attorney
By Staff on December 25, 2025
Choosing the right DAP trust attorney requires evaluating their experience with specific state statutes, understanding of fraudulent transfer laws, and ability to coordinate multi-state planning.
Why There Is No Simple Digital Asset Protection Trust Form and What You Actually Need
By Staff on December 25, 2025
There is no standard digital asset protection trust form because cryptocurrency and other digital assets require customized trust language, secure key management, and proper state selection.
What Estate Planning Online Tools Can and Cannot Do for You
By Staff on December 25, 2025
Estate planning online tools can help with basic wills and simple trusts, but asset protection planning requires customized legal work that templates cannot provide.
Choosing a Trustee: Top Tips for Making the Best Decision
By Mark Pierce on December 13, 2025
Learn how to choose the right trustee for your trust. Compare individual vs. corporate trustees, understand fees and responsibilities, and get expert tips for protecting your wealth.
Corporate Trustee vs Private Trustee: Making the Right Choice for Your Estate Plan
By Mark Pierce on December 13, 2025
Compare corporate trustees vs private trustees for your estate plan. Learn the pros and cons of individual and institutional trustees, co-trustee arrangements, and how to choose the right trustee for your trust.
Trust Services That Actually Protect Your Family's Wealth
By Mark Pierce on December 12, 2025
Learn how professional trust services protect multi-generational wealth through expert tax planning, investment management, and fiduciary oversight. Compare trustee options and costs.