Columnists

Your Estate Matters… How A Trust Works

Issue 22.11

It’s a surprise to many to know that they have created many trusts during their lifetime; for, example, if you were to tell your oldest child to take your car and pick up your youngest child from school; you would have created a […]

Your Estate Matters… Updating Your Trust

Issue 18.11

Trusts are generally easier to change than wills. Trusts have fewer requirements than wills when a change needs to be made. A person can change their trust by using an “Amendment.” An amendment usually must be in writing, signed, dated, and notarized. A […]

Your Estate Matters… Your Family Needs Your Will

Issue 14.11

A current will can give your family and other beneficiaries more than just direction as to where your assets should go. Some other benefits of having a current will are the following:

April 7th, 2011 | Category: Sean Sullivan | Comments are closed

Your Estate Matters…Who Should Have A Trust?

Issue 35.10

There are many reasons you should have a Trust. One reason is to avoid probate. Probate is the court procedure to appoint a personal representative, determine who gets your property, and oversee its distribution. This can be a slow and costly process even […]

Your Estate Matters… Estate Planning Checklist

Issue 31.10

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.

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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 to communicate. Your […]

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 used to keep […]

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 it to your […]

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.

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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 you live longer […]