Disability Planning

It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning

Posted on: April 29th, 2015
Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about having a plan in place to manage your affairs if you become mentally incapacitated during your life. ...

How to Choose the Right Agent for Your Incapacity Plan

Posted on: April 21st, 2015
A common misconception is that estate planning equates to death planning. But planning for what happens after you die is only one piece of the estate planning puzzle. It is just as important to make a plan for what happens if you become mentally incapacitated....

New Year’s Planning Tip #3 - Check Your Mental Disability Plan

Posted on: January 6th, 2015
Now that the chaos of the holiday season is behind us, it’s a great time to make a New Year’s resolution to update your estate plan. One area of planning that many people overlook is making sure their mental disability plan is up to date....

Do You Need to Worry About Estate Taxes?

Posted on: November 17th, 2014
These days, estate taxes really aren't much of a concern for people who live in Utah . . . For those successful people who have been blessed with wealth in excess of the exemption amount: You have a great problem!...

Philip Seymour Hoffman’s Will: 3 Critical Mistakes

Posted on: November 15th, 2014
Oscar-winning actor Philip Seymour Hoffman died from a drug overdose in February 2014. Sadly, he left behind three young children - and a fortune estimated to be worth $35 million. You can learn from and avoid the mistakes he made....

Wealth Protection: Avoiding Losses

Posted on: February 17th, 2014
You can’t create wealth until you preserve it first. Each dollar lost unnecessarily isn’t just a single dollar lost, but a compounded dollar lost....
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