Posts Tagged: estate planning

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Who’s in Charge of My Estate When in Probate?

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Probate is a formal process supervised by the court. It includes taking inventory of the deceased person’s property or assets, paying taxes and debts, and dividing whatever is left amongst the rightful beneficiaries. Probate is usually about paperwork. The court’s involvement or supervision is often minimal unless the creditors or family members are in disagreement…. Read more »

The Revocable Living Trust Utah Explained.

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A revocable living trust Utah holds assets for the benefit of the owner of the trust while the person is alive. The trust’s creator names beneficiaries for the assets. A successor trustee has the duty of distributing the assets to those named as the beneficiaries. Because it is revocable, the trust’s creator can change it… Read more »

Most Common Types of Trust Disputes

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The death of a loved one can bring a great deal of grief and sadness to a family. You and your relatives will need some time to process the loss and move forward without the person who died. In the midst of your mourning, you will also need to deal with the will and trusts… Read more »

Why You Should Plan for Incapacity

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You never know what the future will hold. That is why you should establish an estate plan in Utah now while you are fit and clear of mind. Utah estate planning is not only about preparing for your inevitable death; it is also about planning for possible incapacitation. You may be young and healthy now,… Read more »

Do’s and Don’t for Estate Planning

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The reality of life is that everyone shall die someday. Apart from death, some calamities in life can render you incapacitated, putting you in a position where you can’t manage your property. The creation of an estate plan allows you to control what happens to your property in the event of death or incapacitation. However,… Read more »

Electronic Information and Estate Planning

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An Important Component of Your Estate Plan Should Be a List of Logins and Passwords for Your Online Accounts. Recently, I read an article that brought up an interesting, and I think, important estate planning issue: if you were to become incompetent and need to rely on another to assist you with you financial affairs,… Read more »

Last Will and Testaments Require Probate

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On a regular basis, clients or potential clients will tell me that “I have a Last Will and Testament, so I won’t have to Probate when I die.”   Unfortunately, this couldn’t be further from the truth. A Last Will and Testament, or a Will for short, is a document that is created during life, that… Read more »

Estate Planning to Care for Children with Special Needs

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Parents of children with special needs must be particularly careful in how they estate plan to avoid creating a scenario in which their special needs child is disqualified for benefits such as Social Security Disability Benefits, Medicaid, housing benefits and other needs based benefits for those with special needs.  The use of a special type of… Read more »

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