Asset Protection, Wills, Trusts, Estate & Business Planning
I’ll be presenting a seminar at the Orem Public Library on Estate Planning for Blended Families. When Wed, April 5, 7pm – 8pm Where Orem Public Library, Media Auditorium (map) Description Couples with blended families face special challenges when it […]
If you’re already or soon to be a trustee of a family trust you might want to read my new piece on Medium: Trustee Much? 5 Ways to Avoid Sibling on Sibling Mayhem.
If the title of this post describes you, you might want to read my post at Medium.com.
My dad was a life insurance salesman. I remember rummaging around in his sales materials and finding a service he subscribed to that reported on the estate tax problems of the rich and famous and even the not-so-famous. He used the reports to make the point that his prospective clients needed to do some estate […]
One of my many weaknesses is maintaining focus. Often it seems squirrels are everywhere. And that’s frustrating because when I am focused, my head down, I move forward quickly and accomplish a lot. So it was that I got excited when I heard John Grant describe so-called Kanban Boards on a Legal Talk Network podcast. […]
At least one soap opera had a happy ending.
The answer to the question, “what’s the value of water?” is it depends. No surprise there, but to be clear, I’m not talking about the value of the water that runs out of your tap. I speaking of the value of water that is appurtenant to your farm or ranch land. What’s it worth in […]
I presented a seminar at the Orem Public Library last night. The topic was wills, trusts, and other documents that make up a good estate plan. It was not well attended, but the couple that did show up were interested in hearing what I had to say, so I was off and running with the […]
Annie Lane apparently writes an advice column for The Daily Courier in Prescott, Arizona. Today she gave some advice to a woman who was having trouble coaxing her second husband into doing some estate planning. After explaining that she has a college-age daughter and telling how happy she is in her 2nd marriage and what an […]
I’m presenting a seminar at the public library in Orem, Utah tomorrow, Wednesday, March 1st at 7 PM. The topic will be “Wills, Trusts, and Other Documents Necessary to a Good Estate Plan.” I’d love to see you there. Unfortunately, I just learned that the library’s calendar was hacked yesterday, so you’ll have to trust me […]