Your Estate Matters… The Utah Advance Health Care Directive

Issue 29.10

You should have a Utah Advance Health Care Directive.  That document states that if you cannot make decisions or speak for yourself,your agent can make any healthcare decision that you could have made for yourself if you were able [...]

Your Estate Matters… Is Your Living Will Current?

Issue 22.10

A living will should be part of every complete estate plan.  A living will is a declaration that you desire to die a natural death.  It states that you do not want extraordinary medical treatment or artificial nutrition or hydration [...]

Your Estate Matters…Your IRA Estate Plan

Issue 19.10

Planning for the treatment of your IRA at your death should include more than filling out the beneficiary form.  You should consider ways to leverage your IRA account to even greater wealth in how you pass [...]

Your Estate Matters… Estate Planning Checklist

Issue 17.10

There will be nothing more important to your family than your estate plan when you pass away or become unable to manage your own affairs.  Make sure your family is prepared by reviewing the items below. 

Your Estate Matters… Should Your Child Be A Joint Tenant On The Deed To Your Home?

Issue 15.10

Part 2

If you and your child were to die in a common accident,special problems arise.  Finding out whether you or your child died first will determine who is entitled to your home.  If [...]

Your Estate Matters…Should Your Child Be A Joint Tenant On The Deed To Your Home?

Issue 13.10

Part 1

Should you list your child as a joint tenant with you on your home?  It is true that if your child survives you as a joint tenant on your home,your home will [...]

Your Estate Matters… Remarried? Take Time to Plan

Issue 11.10

If you are remarried,there are six basic considerations in planning your estate which should be addressed.  Consider the following:

1. Children of previous marriages will occasionally throw up roadblocks if they feel that an [...]

Your Estate Matters… Your Useful Durable Power Of Attorney

Issue 7.10

Creating a durable power of attorney can be helpful to your family in the event you become incapacitated.  An accident,health crisis,or diseases of age may render you unable to manage your affairs,such as paying bills,managing investments,[...]

Your Estate Matters… Planning For The Addicted Child

Issue 3.10

Parents of adult children with drug and alcohol addictions struggle with how to handle that child’s inheritance in their will or trust.  Most parents worry that an inheritance will enable their addicted child to further indulge in their addiction,wasting [...]

Your Estate Matters… Remarried? Time To Re-Plan

Issue 49.09

If you are remarried,there are six basic considerations in planning your estate which should be addressed.  Consider the following:

1.  Children of previous marriages will occasionally throw up roadblocks if they feel that an [...]