Family Maximum in Social Security Benefits — Disability Attorney Serving Sandy, Utah
A worker passed away in February 1961, survived by his wife and two children. In March 1961, the two children…
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Time Limits on Reopening a Determination on Social Security Benefits — Disability Attorney Serving Sandy, Utah
A mother, M, became entitled to social security mother’s benefits based on the earnings record of her deceased husband. She…
Avoiding Probate in Utah — Estate Planning Attorney Serving Sandy, Utah
There is a widely held perception that having one’s estate go through probate is undesirable. In Utah, probate is probably…
Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning
In the event of your untimely death, the manner in which your beneficiaries -- or those people who receive your…
Roth IRA Conversions After Tax Reform…Still a good idea? What are the implications for your family if you don’t spend all the money?
Twenty years ago, the Roth IRA first became available to investors as a financial tool for their estate planning needs.…
How to Fix 5 Common Estate Planning Problems
Not surprisingly, most people loathe reviewing their estate plan because it can be both confusing and daunting. Others do not…
Financial Planning. Tax Planning. Legacy Planning. Estate Planning – How many plans do I need?!
Most folks have at least heard of an estate plan. But fewer realize that a simple will is not enough…
Beneficiary Designations and a Blended Family: Why You Need to Think Before You Sign
Whether you are in your first marriage or have remarried after a divorce, blended families are a common part of…
The One Thing Every New Grandparent MUST Do As Soon as Possible
Congratulations on welcoming the newest addition to your family. Being a new grandparent changes everything -- including how you approach…
Why Not Just Go on NoloⓇ and Create Your Own Estate Planning Documents Cheaply?
There are many software programs, as well as websites, that sell do-it-yourself estate planning documents. These websites and form tools…