Splitting Heirs: Strategies for Estate Planning
One common question I ask all of my clients is who they intend to inherit when they die. The answer to this question varies but…
Government and Law
How Tying the Knot Will Affect Your Estate Plan
A common question I hear is when is it time to get an estate plan? Marriage and children are two popular reasons to create a…
Estate Planning: What Can Go Wrong
I normally write articles describing how to avoid problems. In this article, I will tell you how to create problems for yourself. Of course, my…
Writing Your Own Will For Free
In Utah you have options when it comes to wills. You don’t have to sign a will to pass on your property. One option is…
Let’s Talk about Trusts
Most of my clients tell me they know they need a Trust, but they don’t know what kind and they don’t really know what a…
What Steps to Take When Someone Dies
Step 1: Calling 911 is appropriate. Many, if not most deaths, occur after someone has reached an age that death seemed likely and requires little…
How and When to Make Gifts
There are many ways to gift your property to your heirs. We will explore a few of them today. Some options change if you exceed…
What happens when someone dies? In Utah there are a variety of issues that can come up at death. Here are a few.
Did the decedent own any real estate? If they owned a home or other types of real estate, we first need to look at the…
Estate Plans Solve Money Problems Long Before You Die
If you live long enough, you will eventually need the help of others to do things that have been easy for you to do your…
“Caveat Emptor” – Let the Buyer Beware!
All of Estate Planning boils down to (1) recording what you want to happen to your property when you pass on and (2) taking care…