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YOU WILL NEED TO FUND YOUR LIVING TRUST
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...
The Cost of Not Having an Estate Plan
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 Utah
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?
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 Wealth
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 Beginners
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...
Should you name a Trust as an IRA Beneficiary?
Ever wonder what you should do with each type of asset you own? Read along to learn more about retitling IRA assets.
What’s the difference between revocable and irrevocable trusts?
Estate planning might sound like something only older people need to worry about, but it’s actually important for anyone who wants to protect their assets and make sure their wishes are followed. Two common types of trusts are revocable and irrevocable trusts.
Caring for Elderly Parents in Your Home
It’s crucial to understand and plan for the financial implications involved in caring for aging parents in your own home.