Put that new home where it belongs!
During the home buying process, you worked with a lot of individuals: your realtor, the seller’s realtor, the title company, the loan...
Financial Planning Professionals
I have had the pleasure to work closely with and get to know some very capable and talented financial consultants. Most have developed...
Saved by Death
As of this month, Utah has joined the ranks of many states in the passing of its own "Transfer on Death (TOD) Deed" statute. UCA 75-6-4....
Selling Private (ESOP) Stock
If you have ever participated in an employee stock ownership plan (ESOP), you've acquired some equity in your employer. Participation...
His, Hers & Ours (the Brady Bunch Scenario)
Second marriage and estate planning
In Case You Don't Live Forever-Update
Occasionally, politicians, like lawyers, do something useful. In 2007, Utah passed the "Advanced Health Care Directive Act". The Act...
Starting Up Right
In every field there are certain practicioners who have distinguished themselves in special ways. Last week, I had the privilege of meeting
What is a "Will Substitute" and why could it ruin everything?
A "Will Substitute" is an instrument that transfers ownership of property from the owner to the beneficiary upon the owner's death while...
Are You Ready?
Preparing for your death.
Too Big For Your Breaches?
You have probably received a letter from a merchant or credit card company advising you that your personal information may have been...
