The sun has risen again. How you and your family can benefit from a (legal) late portability election.
The concept of “portability” is still relatively new in the law of estate planning, having become available only after 2011.…
Blog
Tips for Working with a Law Firm Get the Most Out of Your Work with Your Lawyer
When you hire an attorney for estate planning, help with a loved one’s estate, or any other legal matter you…
Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?
Many people think that if they die while they are married, everything they own automatically goes to their spouse or…
Do you really need a will? You May Not Think You Need a Will, But You Really Do.
Most Americans do not have a simple will as part of their estate plan. You might believe that a will…
Do you really need a trust?
Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than…
The Perils of Joint Property
People often set up bank accounts or real estate so that they own it jointly with a spouse or other…
Payee as a Fiduciary in Social Security Cases — Disability Attorney Serving Sandy, Utah
K was a social security beneficiary who was confined to a mental institution. His son, L, was the payee of…
Estate Planning: Why Me, Why Now, and Is a Will Enough?
You have worked hard for years, have family members and friends you care about, and have approached a time in…
If I Don’t Have an Estate, Do I Really Need an Estate Plan?
You don’t need to have a summer house in the Hamptons or a private art collection big enough to rival…
Kids Going Away To College? Why You Should Include Estate Planning in the Preparation
You may have been running around for weeks, getting your new college student off to school. It's exhilarating, and your…