Estate Planning Articles

The best and worst ways to avoid probate in Utah

When people pass away, they usually want to leave a legacy behind for their loved ones, usually in the form of property or money. However, many people don’t make their final wishes clear. If the surviving heirs aren’t in agreement about who inherits what from the deceased, the matter may end up going to probate [...]

By |2021-01-28T20:59:26+00:00April 1st, 2020|Probate|0 Comments

The importance of preparing an estate plan

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 by preparing an estate plan? Susan had been married to her husband, Adam, for nearly thirteen years when he unexpectedly passed away as a result of heart failure. Three years prior [...]

By |2019-11-05T18:25:08+00:00May 13th, 2018|Estate Planning|0 Comments

Who inherits a person’s property after death?

This is a very important question of Utah law. Very few people really understand how property is transferred after death, and the answer is essential to understanding Utah wills, Utah trusts, Utah estate planning and Utah probate. So, lets make up a story and see how it works. George is a rich Utah widower. Gina [...]

By |2020-03-19T17:14:05+00:00April 28th, 2018|Estate Planning|0 Comments

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. Their divorced daughter Lucy moved in with Viera and became Viera's primary caretaker in the eight years following her stroke. For convenience, [...]

By |2019-11-04T18:58:46+00:00November 1st, 2013|Estate Planning|0 Comments

Basics of Utah Estate Planning

Many people ask us about the basics of a good estate plan. This is what we discuss: Planning for the preservation and transfer of a person’s property after their death is called "estate planning." A good estate plan may include: a last will a revocable trust an irrevocable trust a special needs trust an asset [...]

By |2019-10-29T19:50:08+00:00July 22nd, 2013|Estate Planning|0 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|0 Comments
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