Who should I pick to be successor trustee?
When you create a living trust, you usually need to choose who to name as your successor trustee. It is…
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Gift Giving the Tax-Free Way
Although it’s the season of giving, no one wants to share with the IRS. Luckily, the law provides you many…
Want to Give the Kids an Early Inheritance? 4 Things to Consider
If you’re thinking about giving your children their inheritance early, you’re not alone. Studies suggest that these days, nearly two-thirds…
Does My Estate Plan Need to Include My Vacation Property?
Yes! If you own a vacation home, timeshare, investment property, or any other asset outside of the state where you…
10 Types of Trusts: A Quick Look
Considering the myriad of trusts available, creating an estate plan that works can seem daunting. However, that’s what we, as…
Avoiding Overpayments in Social Security Cases — Disability Attorney Serving Lehi, Utah
A claimant was overpaid Social Security mother’s benefits from the years 1978-1982 in the amount of about $6,500. During those…
Cohabitation in Social Security Disability Widow’s Benefits — Disability Attorney Magna, Utah
A claimant from Puerto Rico applied for widow’s social security disability benefits after her husband passed away. She had been…
Grace Year and Earnings Above Exempt Amount in Social Security Cases — Disability Attorney Serving Salt Lake County
A claimant stopped working in May, 1981 and began receiving retirement benefits in June, 1981. He had earned more than…
Updating Your Revocable Trust: How Many “Tweaks” Are Too Many?
If your life or the law has changed since you signed your trust, it needs to be updated. Updates can…
How Often Do You Update Your Estate Plan? More Often Than Your Resume?
A resume is a “snapshot” of your experience, skill set, and education which provides prospective employers insight into who you…