The will is drafted. The trusts are funded. The signatures are in place. But the plan only works when the numbers behind it line up with the financial reality of your life, and that is where a financial advisor earns a place at the table. According to a WealthManagement.com 2026 Outlook Survey, 59% of RIA respondents estimate that fewer than … Read More

There’s no easy way to ask your parents about their estate plan. It’s one of those conversations most families know they should have, but keep putting off. It can feel uncomfortable, too serious, or even intrusive. Many adult children worry about saying the wrong thing or bringing it up too soon. Parents, on the other hand, may see it as … Read More

TL;DR: Marriage, divorce, a new child, a home purchase, or a health change can make your existing legal documents outdated and ineffective. You should review your will, trust, and powers of attorney after each major milestone and at least every three to five years, even without significant life changes. Most people think about their legal documents only when they create … Read More

TL;DR: If your named beneficiary dies before you, their share may revert to your estate or pass under Utah’s anti-lapse statute. Without contingent beneficiaries in your will or trust, a court could decide for you. Reviewing and updating your documents protects your assets and keeps your intentions intact. Creating an estate plan is an important step toward protecting your assets … Read More

Most couples don’t sit around the dinner table talking about wills or what happens when one spouse passes away. It’s the kind of topic that stays on the back burner, right up until life reminds us that plans only work when they’re actually written down. Maybe you’ve wondered what would happen to the house if your spouse dies, or how … Read More

If you’re caring for aging parents, you’ve probably found yourself in situations you never rehearsed for. Searching their house for the “important paperwork,” debating whether now is the right time to talk about long-term care, or trying to keep the peace between siblings with… let’s say different opinions. It’s a strange moment in life. The roles shift, the decisions get … Read More

TL;DR: Utah charges no inheritance tax, and most estates fall well under the $13.99M federal exemption. You will owe regular property taxes once the title transfers to your name. If you sell, the stepped-up basis rule limits your capital gains exposure. An attorney can help you plan ahead. When you inherit a home, it often comes with mixed emotions. You’re … Read More

Estate planning may not be the most exciting topic, but at its core, it’s an act of care. It’s about protecting what you’ve built and making sure the people you love are provided for, both now and in the future. A living trust lawyer helps make that happen with guidance that makes sense for you. Before you hire one, it … Read More

TL;DR: You can set up a trust fund for your grandchildren in Utah to manage and protect assets for their future. A trust lets you control how and when funds are distributed based on your goals. More and more Utah residents are rethinking the traditional route of leaving everything to their children. In many cases, grandparents are choosing to leave … Read More

TL;DR: Probate in Utah is often simpler, faster, and less costly than people assume. Having a will does not let you skip it, and it is not just for the wealthy. Most cases resolve through informal probate in 6 to 12 months, and smart planning through trusts or transfer-on-death designations can help your family avoid it altogether. The last thing … Read More