Category Archives: Estate Planning
Why Establish a Special Needs Trust?
If you have a loved one with special needs, you may worry about whether they will ever obtain gainful employment or otherwise be able to support themselves. You may feel particularly concerned if they are dependent on you, and wonder how they will support themselves if you pass away. Although there are government programs… Read More »
Life Changes in 2025 that May Impact Your Estate Plan
The year is winding down and as it comes to an end, many people reflect on the significant personal changes they went through in the past 12 months. Whether you have celebrated happy events or are trying to navigate challenges, it is important to consider how these changes impact your financial and legal affairs…. Read More »
How to Write a Will in Utah
Drafting an estate plan is one of the most loving and responsible things you can do for your family. For many people, estate planning starts with drafting a will. Writing a will may seem fairly straightforward, but there are certain elements you must include to ensure your wishes are respected. It is also critical… Read More »
How to Fund a Revocable Trust
When estate planning, you can choose many options that allow you to transfer property to your beneficiaries after you pass away. Although many people often think of legal documents such as wills when planning to distribute property, trusts have many protections that wills do not. However, trusts can only provide these benefits if they… Read More »
Different Types of Powers of Attorney in Utah
A power of attorney is an estate planning tool that allows you, known as the principal, to give someone else, known as the agent, the authority to make decisions on your behalf in the event that you are unable to. In most cases a power of attorney is appointed to handle your medical or… Read More »
How to Update Your Estate Plan After a Significant Life Event
It is true that the only constant in life is change. During your lifetime, your family will likely also change. Children may be born, people might get married and sadly, some may also get divorced. You may also retire, lose a spouse, or experience financial changes. As your life changes, so too, must your… Read More »
Should You Include Funeral Arrangements in Your Estate Plan?
No one wants to think about their own funeral. Thinking about leaving your loved ones behind is daunting and many people have a genuine fear about it. Although you may not want to consider it, you may have certain thoughts regarding your funeral arrangements and what you do or do not want included in… Read More »
Last Will and Testaments vs. Living Wills: What is the Difference?
There are many legal documents to create when planning your estate. Two of these are perhaps your last will and testament and your living will. It is not uncommon for people to confuse these two terms, likely because they both include the term ”will.” However, there are very important differences between the two and… Read More »
What Types of Trusts are Available in Utah?
In Utah, there are many different types of trusts that can be used when estate planning. After deciding to create a trust, you will first have to determine which type of trust to create. When determining which type of trust you want, it is critical to consider your goals for the trust. The needs… Read More »
The Different Types of Trusts in Utah
When creating an estate plan in Utah, you have several types of trusts available to suit different goals. A trust is a legal arrangement that holds and manages property. As the grantor, the person who creates the trust, you decide which assets to place in the trust and designate the beneficiaries who will receive… Read More »