Resources

Whether you're preparing to create an estate plan, exploring asset protection, or navigating the probate process, having the right information makes all the difference. At Evans & Associates, we believe in empowering clients with clarity and confidence. This resource center includes guides, checklists, and educational materials developed to help you better understand your options and make informed decisions at every step.

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Estate Planning Essentials

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Irrevocable Life Insurance Trusts

Discover how ILITs can protect life insurance proceeds and reduce estate tax exposure.

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Starting the Planning Process

A helpful roadmap for beginning your estate planning journey.

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The Use of a Trust in Estate Planning

Learn how different types of trusts can safeguard assets and simplify estate transfer.


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Basics About Trusts in Plain English

A no-nonsense overview of how trusts work and who should consider using them.

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Top IRA and Estate Planning Mistakes

Avoid common pitfalls with this essential guide for aligning retirement and estate goals.

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Probate & Administration

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Probate Types

An overview of formal vs. informal probate and what each process entails.


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Probate Initial Checklist

A step-by-step checklist to help executors or administrators begin the probate process with confidence.

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Asset Protection & Tax Strategy

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Secure Act Seminar

Insights from our Secure Act presentation, covering legislative updates affecting retirement and estate plans.

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Asset Protection

Learn how to structure your estate to protect against liabilities and legal risks.

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Establishing A Nevada Nexus

How Nevada’s legal framework can offer unique asset protection and tax advantages.

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Business & Retirement Planning

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Business Owners Overview of Retirement Plans

Compare popular plan types and their implications for tax planning and succession.


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Different Types of IRAs

A plain-English explanation of traditional, Roth, SEP, and SIMPLE IRAs.