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 […]
I’ll be presenting a seminar on DIY — Do It Yourself — Estate Planning at the Pleasant Grove Library on Wednesday, March 8, 2017 at 7 PM. Come an enjoy the discussion. The address is 30 E Center St, Pleasant Grove. If you have a question about wills, trusts, and other aspects of estate planning, maybe […]
Northwestern Mutual recently published a survey of caregivers, those who take care of the infirm and aged. Among other things, this is what they found, according to Financial Advisor magazine: Caregivers comprise a massive population segment, with 40 percent of the survey’s 1,003 respondents saying they were caregivers. Another 20 percent expect to step into that […]
A power of attorney gives someone else–the agent–the power to act in place of the person granting the power–the principal. A durable power of attorney is a power that continues even after the principal becomes incapacitated, hence the adjective “durable.” If you or your attorney is drafting a power of attorney in Utah or any […]
So I sometimes forget that everybody’s smart, just on different subjects. For example, I don’t know much about physics. My teachers tried, but my head could only hold so much gravity and speed of light and such. Well, today I was online in an online forum where non-lawyers posed legal questions to attorneys. These were […]
Not too long ago, estate planning was all about the estate tax tail wagging a sometimes reluctant dog. That was unfortunate for a number of reasons, among them, the focus on estate taxes caused planners to look beyond all those who had no estate tax problem. Likewise, those without that estate tax problem walked around unaware that […]
Remember when you were in your teens and still driving your parents’s cars? Every Friday night, it was the same routine, “Dad, Mom, can I use the car tonight?” And either the keys would come flying your way–or they wouldn’t. But when they did, you were off in a flash and out for the night. […]
I have an 87 year old client who was born, raised, and has lived in Wyoming her entire life–that is, except for the five or six winter months she has spent in southern Utah each of the last few years. She’s at that age when her health and her health care are becoming an ever more […]