Will Your Revocable Living Trust Avoid Probate? It Depends.
If you’ve set up a Revocable Living Trust, congratulations! You’re definitely on the right track. But…you’re only half way there.…
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There’s Never A Better Time Than Now To Get Your Affairs in Order
The idea of getting your financial and legal house in order is likely the last thing on your mind during…
Why a Spendthrift Trust Can Be a Great Solution for Your Heirs
There are many tools that can be used when putting together your estate plan. One such tool is a trust.…
Debt After Death: Why You Should Think About It When Estate Planning
If you carry debt, do not assume that your death or incapacity will make it automatically disappear. To the contrary,…
Disabled Children’s Benefits and Marital Status in SSDI or SSI Cases — Social Security Disability Attorney Serving utah County
A claimant for child’s social security disability benefits was married at age 15. She was found to be the dependent…
High Deductible Health Plan? How Your Health Savings Account (HSA) Works with Your Estate Plan
If you’re enrolled in a qualified high-deductible health plan (HDHP), you must consider how your health savings account (HSA) fits…
What to Expect from Estate Planning in 2018
2017 is now fading into the rearview mirror. As we all look ahead to 2018, let’s consider a few things…
Organizing for Tax (and Estate Planning) Season
It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around…
Why Your Estate Planner Needs to Know If You’ve Lent Money to Family
Many children and grandchildren are skipping the traditional bank and obtaining loans from parents or grandparents. Unfortunately, we have all…
After Tax Reform, Is Estate Planning Still Necessary?
The new tax legislation raises the federal estate tax exemption to $11.2 million for individuals and $22.4 million for couples.…