The importance of preparing an estate plan

This article was originally posted on SimplySeniorsNews.com Most people know who they want to receive their property and possessions when they pass away, so why don’t people make their wishes known … [Read more...]

Beware of joint accounts and joint property with your children

Viera and her late husband Ben died believing they left everything equally to their children because it was written in their last wills. They were wrong. Viera lived fourteen years after Ben died. … [Read more...]

Why Mary wants a Utah Asset protection Trust

Mary worries about the “what ifs.” Mary (age 74) is a widow in good health. Her home in paid for and she never wants to leave her neighborhood. She has sufficient savings and … [Read more...]

The Best Way to Avoid Probate In Utah

Probate is the court process for wrapping up a person's financial affairs and transferring his or her property to heirs, either under a Will or without a Will.   Probate can be avoided in … [Read more...]

Giving Responsible Gifts to Irresponsible Children

When she died, Ellen left an equal share of her $500,000 estate to her irresponsible daughter. Here’s how she did it. Like most parents, Ellen wanted to treat her three children the same … [Read more...]

Do you have an unfunded Trust?

Do you have an unfunded Trust? Planning for the preservation and transfer of a person's property after their death is called estate planning. A good estate plan includes a Will, powers of … [Read more...]

Leave a Legacy of Peace in your family

Few people value their property more than they value their family, yet they fail to plan for family peace. These Utahns likely shed tears in heaven when they realized their poor planning turned … [Read more...]

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