Legal Issues For The Elderly: Second Marriages and Estate Planning

Issue 16.17

Having served as an estate planning for twenty-one years, I have witnessed the remarriages of many clients. As a young attorney, I worried about these marriages later in life after a client’s spouse died. Now, after watching dozens of clients enjoy the mutual benefits of marriages later in life, I share […]

Legal Issues For The Elderly… My Parent Died With a Trust… Now What Do I Do?

Issue 6.17

Many people are familiar with Trusts. In recent years, a Trust has become a popular Will substitute. Many people have decided to use a Trust as opposed to a Will in doing their Estate Planning. The primary purpose is to avoid probate and maintain privacy at the time of one’s death.


Legal Issues For The Elderly… Merry Christmas

Issue 51.16

Christmas is almost here. Many people started Christmas shopping a month ago. Unfortunately, I usually struggle up to the final days to know what to get my family.

In many ways, gifts have become more complicated and yet often less meaningful.

There is no doubt that the world we live in […]

Legal Issues For The Elderly… Gratitude And Estate Planning

Issue 46.16

Thanksgiving brings great memories. As a young boy growing up, I loved meeting at grandma’s house on 21st Street in old Las Vegas.

We crammed cousins and uncles in every corner of the house and a spirit of thanks and gratitude prevailed. Just before my 17th birthday, my grandma died and […]

Legal Issues For The Elderly… How Do I Discuss Estate Planning With My Family And Loved Ones?

Issue 41.16

Throughout my twenty years as an estate planning attorney, I have experienced the effects of the above question. Too often, the problem has been that estate planning has not been discussed. I always advise my clients to let their family members know that they have done estate planning and where the […]

Legal Issues For The Elderly… Don’t Forget To Plan For Pets

Issue 36.16

Many people have pets that they are devoted and attached to. Perhaps you are concerned about what would happen to your pets if you were no longer able to take care of them. Below are answers to the most commonly asked questions:

Can I provide for my pets if I am […]

Legal Issues For The Elderly… Marriages Later In Life

Issue 26.16

Having been an estate planning attorney for almost twenty-one years, I have worked with many clients wanting to get married later in life. With proper planning, the experience can be wonderful!

However, it is critical that if you or someone you know is thinking about marriage later in life, that they […]

Legal Issues For The Elderly… No Will, No Trust … What Happens?

Issue 22.16

Even if you have never signed a will or trust, you have an estate plan. Some of you may be asking, “How?” The answer is the state has a “default estate plan” for those without their own.

In Utah (as in many states), if you die without an estate plan, the […]

Legal Issues For The Elderly… Trusts Don’t Always Avoid Probate

Issue 16.16

You created a trust to avoid probate and facilitate the administration of your estate. This is a good decision. However, it is critical to know that trusts only avoid probate if your assets are transferred into the trust. This process of transferring assets to the trust is called funding the trust.


Legal Issues For The Elderly… Why Plan Your Estate?

Issue 11.16

The knowledge that we will eventually die is one of the things that seems to distinguish humans from other living beings. At the same time, no one likes to dwell on the prospect of his or her own death. But if you postpone planning for your demise until it is too […]