If the title of this post describes you, you might want to read my post at Medium.com.
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 […]
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 […]
As we’ve discussed elsewhere, in an almost knee jerk way, people want to avoid probate. And for some good reasons. But what if I told you there were a possibility your heirs might have to go through two or even three probates? It’s true. If you own titled property, especially real estate, in another state […]
Everybody wants to avoid probate, but far too many of those who want to avoid it, know what is. Here’s a primer: Probate is the legal process in which a deceased person’s will is proved valid; her personal representative or executor appointed; her property collected and preserved; and her debts, including taxes, paid. Usually, the […]
I really like the idea behind “The Positive Story Project,” a new monthly column at Wealthmanagement.com. Here’ the first three paragraph from the opening salvo: My goal in writing this column is to focus thinking within our community of practitioners—important players in the transfer of wealth to younger generations. And, with so much at stake for […]
Well, I guess since Prince didn’t have one, you don’t need one either . . . Prince’s sister has said the superstar musician had no known will and that she has filed paperwork asking a Minneapolis court appoint a special administrator to oversee his estate. Something tells me this will neither go smoothly nor end […]
I’ve listened to Dave Ramsey. My wife owns a couple of his books. I get what he does, and I think he probably does a some good–in the debt area, at least. But he’s not always right. For example, I don’t care for some of his opinions about life insurance and much of his investment […]
Thinking about suing to get your fair share from your dad or mom’s estate? Think again. From a post on the Colorado Construction Law Blog about a piece in the Utah Bar Journal: One of the most important points set forth by Mr. Adams [in the Utah Bar Journal] is to remind the parties that […]
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 […]