Mental Capacity to Make a WillAs someone who works closely with people planning for their future, I’ve seen how emotional and legal issues can come together when it’s time to make a will. One big concern people often have is whether they or their loved ones have the...

Problems with the DIY Approach to Estate PlanningLet us face it: Gen X has a reputation for being independent, resourceful, and, yes, maybe a little skeptical of authority. You grew up with "Do It Yourself" projects and learned to fix things on your own. However, when...

If Not So Happily Ever After – How Divorce Affects InheritanceDivorce can bring profound changes to many areas of life—from finances to family dynamics—but it can also be a moment of renewal and hope for the future. One area often overlooked during this transitional...

YOU WILL NEED TO FUND YOUR LIVING TRUSTOne of the most important steps in estate planning is creating a living trust, but equally important is funding that trust. Many people don’t realize that a trust without assets is essentially a hollow document—it won’t...

Understanding Your Rights: Control of Final Arrangements in UtahPlanning for end-of-life arrangements is a profound act of care. It ensures that your wishes are honored and provides clarity for your loved ones during a challenging time. In Utah, the legal framework...

Understanding Your Rights: Control of Final Arrangements in UtahPlanning for end-of-life arrangements is a profound act of care. It ensures that your wishes are honored and provides clarity for your loved ones during a challenging time. In Utah, the legal framework...

What Is Estate Planning and Why Is It Important?As a Utah estate planning firm, we have worked with families across generations—young parents, retirees, and everyone in between. A common misconception is that estate planning is only for the wealthy or elderly. Nothing...

Young Money: The Importance of Early Estate Planning for Young People with New-found WealthIn today's fast-paced world, it's increasingly common to see young individuals and families skyrocketing to financial success. From tech entrepreneurs and social media...

Estate Planning Essentials for BeginnersIf you’re new to estate planning, you’re not alone. Estate planning can feel overwhelming at first, but it’s one of the most important steps you can take to protect your family and ensure your wishes are honored. A well-crafted...