Estate Planning for Young Utah Parents

When most folks think of estate planning it is usually in the context of their parents or grandparents. That said, it is probably more essential for parents with minor children to have a legal plan in place. There are several steps parents with minors can take to...

I Don’t Have Billions, So Why A Trust?

Even to me when I first started in this business, the word “trust” evoked an image of some pampered, hot rich kids with overly styled hair, ridiculously small shorts, imbibing on a sailboat off Martha’s Vineyard which I incidentally also picture to be a literal...

Taking Money From Mom is Not Harmless

Big problems can arise when children take money from their parents. I regularly encounter many sad examples of funds going from elderly parents, some of whom are no longer mentally aware of how much money they have left, to pay for expensive cars, vacations, plastic...