Columnists

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 unable to […]

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 take proper […]

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 law provides […]

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.

The type […]

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 late, you […]

Legal Issues For The Elderly… Can You Rob The IRS?

Issue 6.16

I can still remember my first paycheck. I had worked a number of hours at Chuck E. Cheese in Las Vegas and had multiplied my $3.35 minimum wage per each hour. I knew the number and looked forward to my check.

I received the check from my employer with a smile. My smile […]

Legal Issues For The Elderly… The “Best” Tool

Issue 1.16

I have a neighbor named Dave that loves tools. He is a welder by trade and can fix anything.

He built a huge garage, a true man cave, next to his house. The addition even has the head of a buffalo that Dave killed in the Henry Mountains of Southeastern Utah.

Underneath the […]

Legal Issues For The Elderly… Merry Christmas

Issue 52.15

Christmas is almost here. Many people started Christmas shopping a month ago, but not me. Every year I struggle up to the final days to know what to get my family.

It seems gifts have become increasingly more complicated and yet less meaningful.

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

Legal Issues For The Elderly… Did Your Refinance “Undo” Your Living Trust?

Issue 41.15

Revocable “living trusts” have become increasingly popular in the past decade. They allow heirs to avoid probate court proceedings.

But unlike a will, a living trust cannot be simply signed and filed away. If an asset is never transferred to the trust, or is unintentionally removed from the trust, it will be subject […]

Legal Issues For The Elderly… What’s The Best Way To Receive An Inheritance?

Issue 37.15

Getting an inheritance in any format is great! However, getting an inheritance in trust may be even better. Let me explain.

Most clients want all or at least part of their estate to go to an individual such as a spouse, child, close family member or friend. Usually, the clients have no special […]