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Do You Need to Worry About Estate Taxes?

These days, estate taxes really aren’t much of a concern for people who live in Utah.  In 2014, an individual would need to have more than $5,340,000 in assets before any federal estate tax would be due.  Next year, that number rises to $5,430,000.  Married...

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

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 (also called “Marital and Family Trusts” or “QTIP” and “Bypass Trusts”) which, up...