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.…
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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.…
Are Payable-On-Death Accounts Right For You?
A payable-on-death account, also called a POD account, is a common way to keep bank and investment accounts out of…
Estate Planning Isn’t Spooky! But not planning can be downright terrifying.
The idea of implementing an estate plan might be one of the scariest things you have to confront as an…