Apr 29, 2015 | Estate Planning
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. What Happens Without an...
Apr 21, 2015 | Estate Planning
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. What...
Jan 6, 2015 | Estate Planning
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. Three Areas of Your Mental...
Nov 17, 2014 | Estate Planning
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...
Nov 15, 2014 | Estate Planning, Uncategorized
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. Background Facts He was only...
