In September 2022, FinCEN, a bureau of the U.S. Department of Treasury, announced its final rule requiring certain entities to report their beneficial ownership information. The BOI report is designed to provide transparency about who owns and benefits from an LLC or Corporation. It requests identifying information about the entity’s beneficial owners (the individuals who […]

Mom has passed away, probate has been opened, and you were issued Letters of Administration or Letters Testamentary, formally and legally putting you in charge of the estate. Now, on to addressing the Buick in the driveway. You have the keys and you want to sell it or transfer it to the named beneficiary, but […]

The term ‘asset protection’ is a provocative one in my area of the law. It comes up a lot in the context of probate (“protect my property from the government”), basic estate planning (“protect my property from greedy heirs”), and wealth planning (“protect my property from people who want to sue me”). The first two […]

I’ve written in the past about how to transfer title of a vehicle into a beneficiary’s name after probate, and in that post reference the possibility that use of the Nevada DMV’s Affidavit for Transfer of Title for Estates Without Probate (Form VP-024) may sometimes be more appropriate.  That is indeed the case when the […]

***NOTE:  I only prepare or file homestead declarations for estate planning clients.  The guide below is intended to provide you assistance in preparing and recording a homestead declaration on your own. Periodically I receive questions about asset protection for the client’s primary residence.  In Nevada, that’s an easy problem to solve.  Nevada offers one of the […]

The physical Nevada Certificate of Title form does not immediately lend itself to transferring title of a vehicle to an inheriting party.  It’s barely straight-forward enough to accommodate a simple private party sale, let alone a transfer from a decedent’s estate to the deserving beneficiary.  With that in mind, I did a little research, made some calls, […]

The Nevada Secretary of State offers an efficient method of renewing your annual list and business license online. Here’s a step-by-step process of making this otherwise confusing process quick and easy.

Wyoming makes it very quick and easy to renew your Wyoming LLC via its online portal. Here’s a guide to make the job even simpler.

A death certificate is the critical document in all probate matters. Whether it is to open a probate, close out bank accounts or change the ownership of a home from the deceased to a beneficiary, a death certificate is always the first piece of information an authority or institution will want to see.  This government-issued […]