Estate Planning

Estate planning on your own is often very complicated and costly. The list seems endless... probate courts, state taxes, bureaucracy, unfair appraisals,  eligibility of heirs, life insurance, IRA's, 401K's, health care concerns, annuities, burial or cremation costs, and intent regarding death-postponing treatment... Just to name a few!  In the end, not knowing all of your legal and financial rights will end up costing you much more when it's all said and done.

Thoughts of estate planning will many times bring about more questions than answers: Should the inheritance be given at a certain age? Could an heir be too young to inherit? Is the intended beneficiary in a sketchy marital relationship with a high potential for a divorce? Are there children from a previous marriage? Should inheritance be protected against potential creditors of the heir?  Are you able to avoid the probate court rules, costs and delays? Are there any taxes that are avoidable?

For most people, planning what happens to their estate when they're gone seems intimidating, and often times frustrating, without experienced guidance.

While many may feel that they're too young to care about estate planning and, perhaps the reminder of death makes them feel uncomfortable, many are tempted to put the whole estate planning portion of their lives off, assuming that it will just take care of itself. However, in all cases, estate planning ends up saving your family lots of time, money and heartache.

And we can help.

Every estate planning situation is unique. In order to help you, we will get to know you, your special situation, and the dynamics of your relationships. We offer discussion, recommendations and useful tools  and research to make your estate planning simple, efficient, and as worry-free as possible. We are by your side throughout the entire process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there along the way.

We help you...

  • Clearly define your estate planning goals.
  • Organize &manage your estate planning team (experts on law, finance, & taxes) if you need one.
  • Prepare, organize & review your estate planning documents including current wills, trusts, health care & power of attorney.
  • Recommend & evaluate estate planning options.
  • Decrease the expenses & problems associated with probate.
  • Lessen taxes at time of death.
  • Arrange for management of your estate in the event you are unable to do it yourself.
  • Draft a working plan for conserving & effectively managing your estate after death.
  • Transfer the assets of your estate to heirs the way you want it done.
  • Organize fair & adequate liquidation of estate to cover taxes & other expenses.
  • Amend your plan as needed.
You also get help with...
  • Living Wills & Trusts.
  • Lifetime Family Wealth Transfers.
  • Family partnerships & other business relationships.
  • Leaving money to charities.
  • Preparation for estate & trust tax problems.
The hassles and red tape that come with estate planning are often times thought to be exhausting, but you won't be estate planning alone. Our estate planning team, located in Salt Lake City, Utah is waiting to assist you through every step of the process.

If you'd like more information about our estate planning services please complete this form to setup a Free Consultation.

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