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.
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’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 […]
Naomi Cahn, a law professor at George Washington University, has some good advice for those who’ve recently parted ways with their spouse. You can read her advice in her piece “Protect Those You Love in Divorce, and Remarriage,” posted at Slitopia. If you find yourself a member of the recently divorced, I recommend you read […]
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 […]
One of 12 reasons Edwin P. Morrow III, J.D., LL.M. gives for keeping assets in a trust rather than distributing them outright to beneficiaries at death, from his outline, The Optimal Basis Increase and Income Tax Efficiency Trust: A trust allows the grantor to make certain that the assets are managed and distributed according to his/her […]
Sometimes feel confused? Wonder why the left hand can’t understand what the right hand is supposed to be doing? Imagine what your family will feel like the day after you’ve passed on to the great beyond, then think about how a well-drafted trust might clear things up for them. I’ve written more than a few […]
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 […]
My entire immediate family was in town for the last five days. My three children, my son-in-law, and my one grandchild–a two-year-old girl with lots to say and not enough words to say it. Now actually, what I just wrote is true and not true at the same time. What I just described is that […]