Estate Planning

Learn about estate planning in Utah. Our lawyers provide you with valuable information on wills, trusts, and probate matters.

The 98% Mistake: What is Missing from Almost all Utah Estate Plans

A fundamental goal of estate planning should be to protect your assets so they can be passed to your heirs, usually the next generation of your family. In estate planning, asset protection takes two forms: 1) protection from estate taxes, and 2) protection from future creditors. Protection from estate taxes  -- the 98% mistake. Almost [...]

By |2019-10-29T19:47:45+00:00July 22nd, 2013|Estate Planning|2 Comments

Do You Have Legal Authority to Manage Another Person’s Affairs?

Sam’s stroke left him unable to make responsible decisions or manage his own affairs. Sandy, his wife, was shocked to find she had no authority to sign Sam’s name, manage his business, sell their joint property, and admit Sam to a nursing home. How does she get the legal authority she needs?   These arrangements [...]

By |2019-10-29T19:57:11+00:00January 1st, 2010|Disability Planning, Estate Planning|2 Comments

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 attorney, a Living Will (Health Care Directive in Utah(, and often a Trust. The Unfunded Trust Trusts avoid the expense and delays of [...]

By |2019-10-30T21:13:55+00:00August 1st, 2009|Estate Planning|0 Comments

Preserve Dignity with a Limited Conservatorship

Libby is a fun and energetic 62 year old woman. Two years ago, she was diagnosed with Alzheimers, but few of her friends know about Libby’s disease. Usually she is fine, but sometimes Libby gets confused or can’t remember what she was doing. Last week, Libby purchased a $9,000 home security system she doesn’t want [...]

By |2019-10-30T20:35:47+00:00February 2nd, 2009|Estate Planning, Social Security Disability|0 Comments

Legal Help For Dementia

Every family crushed by the devastating diagnosis of dementia – usually Alzheimers – should read The 36-hour Day (4th ed., Johns Hopkins Press) by Nancy L. Mace, M. A., and Peter Robins, M. D. With their fascinating description of the medical and social tornadoes of memory loss, the authors urge families to get early and [...]

Getting Married Again? Calm Your Children with a Prenuptial Agreement

Patty is happy, but her three children are upset because she and Sam are planning a wedding. “Mom, he’s so unlike dad. Are you sure?” Patty’s sure. Patty has been lonely since Jim died. Sam is very unlike her first husband, who was always calm, logical and frugal. Sam vacations to tropical islands, with two [...]

By |2019-11-05T18:48:41+00:00November 2nd, 2008|Estate Planning, Family Law|1 Comment
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