A/B Trusts

New Year's Planning Tip #1 – Check Your Estate Tax Planning

Posted on: January 2nd, 2015
If you’re married and you haven’t had your estate plan reviewed since before January 2, 2013, by an experienced estate planning lawyer, then pull your documents out of the drawer, dust them off, and take a closer look at their trust provisions. Do they contain terms such as . . ....

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!...

AB Trusts – Do You Need to Get Rid of Yours?

Posted on: July 15th, 2014
Are you married and is the last time you and your spouse updated your estate plan more than a few years ago? Then chances are your estate plan contains good old “AB Trust” planning...
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