Utah Estate Planning Blog
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When the Will Doesn’t Matter
Let’s face it; few things are viewed as more sacred in popular culture than a person’s will. Hollywood loves the neat simplicity of the storyline that says the wording of the will controls who wins and who withers in time for the curtain call. It’s fun fiction. A Last...
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?
trusts can be very helpful to just about anybody
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...
Estate Planning Considerations for Utah Adults with Special Needs
I cannot think of many equivalent examples of selfless, often thankless service than that rendered by parents of children with disabilities. Parents and grandparents of children with special needs are very well accustomed to paddling upstream in order to get their...
Best to Make your Own Decisions about Your Estate Planning
I cringe when potential clients tell me they plan to leave everything to one child with the expectation that child will be fair to the other siblings. On the face of it, this seems like a simple way to plan an estate, without the worry of having to designate who gets...
Why Can’t I Just Add My Kid to the Title?
One of the concerns many of the folks I talk to everyday share is how to protect their assets, especially their home as they start getting older. Many people are under the impression that by making their children or other family members co-owners on their home,...
Elder Abuse: No, You Probably Have Not Won the Lottery
Often I am approached by clients asking me to investigate the legitimacy of notices of lottery “winnings” they receive in the mail. I recall several instances where a client’s supposed “winnings” from various lotteries totaled well over 20 million dollars. Of course...
Get Your Advance Healthcare Directive in Place Now
My parents have a tradition of posting holiday cards they receive on the inside of the door to their home. This year was no exception and the door was customarily covered in a variety of beautiful greeting cards. I always pause to look at them and see who has written....
Everybody Needs a Plan For Long Term Care
Planning for long term care can provide you and your family relief when incapacity strikes
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