ASK TOM: Do I Really Need a Lawyer For Estate Planning?

Issue 13.17

In a culture of Do-It-Yourself, does it make sense to retain an attorney to complete your estate planning? We are all aware of the availability of legal documents on the Internet and the ease with which you can purchase a legal package to complete your own Will and some related documents.


Ask Tom: Can I Prevent My Children From Fighting Over My Personal Assets After I Die?

Issue 8

Chances are you own items of personal property that have monetary and sentimental value. These items could be jewelry, antiques, art, heirlooms, furniture, or sporting goods that you want a certain child, grandchild, relative, friend, charity, or other organization to receive after your death.

You may not be concerned about who […]

New Year Estate Planning… It’s Not Too Late

Issue 5.17

Since we’re a few weeks into 2017, we invite you to remember to frequently revisit the goals you set for yourself. The key to keeping any resolution or goal is to make it specific and attainable. This year, we want to remind you of the importance of keeping your estate plan […]

I Am The Trustee Of A Trust Or Personal Representative Of An Estate – What Are My Responsibilities And Obligations?

Issue 44.16

When someone becomes incapacitated or passes away, you may find yourself in charge of administering a trust, or the decedent’s estate. You may have been nominated as successor trustee through a Trust, the personal representative (executor) through a Will, or the court may have appointed you to administer the estate. Here […]

Undue Influence: A Form of Elder Abuse

Issue 39.16

Mickey Rooney, who earned tens of millions of dollars during his life, was reported to have only $18,000.00 when he passed away in 2014. Mr. Rooney appeared before the Senate Special Aging Committee in 2011 and testified he had been a victim of elder-abuse by his wife and stepchildren, stripped “of […]

Who Will Take Care Of My Remains When I Die?

Issue 34.16

It is a well-established fact that none of us will not get out of this life alive. Many of our clients wonder, “Who will take care of my remains when I die?” Some clients want to be buried in a specific cemetery, some want to be cremated and have creative ideas […]

Utah’s New Statutory Durable Power of Attorney

Issue 28.16

Utah just adopted the Uniform Power of Attorney Act which went into effect May 10, 2016. There are some provisions in the new law that you should know about.

A Durable Power of Attorney allows the principal to authorize another person (your agent) to make financial decisions the principal specifies in […]

Estate Planning: Clarifying Your Wishes

Issue 23.16

Many people have a misconception about estate planning. For example, many will avoid doing their estate planning because they believe their assets “aren’t worth much” and think estate planning would be a waste of time and money. The reality is that estate planning is necessary for everyone — no matter the […]

Prenuptial Agreements: Are They Really Necessary?

Issue 18.16

You are getting married — for the second time. While everyone is congratulating you on finding love again, your children are encouraging you to complete a prenuptial agreement. Why are your children so concerned about your new life? Are they overreacting?

Most children who have experienced a parent in a second […]

I Am Healthy: Why Do I Need a Power of Attorney?

Issue 8.16

As healthy adults we can usually manage our financial and medical affairs; however, life-changing events can occur which make that impossible. Have you considered who will manage your affairs if you have a stroke, an accident, end up in a coma, develop a debilitating illness or dementia, or even take a […]