ESTATE PLANNING PROCESS

Without a will, the state of Utah will defer to its probate code to distribute and tax your estate. Let us help you determine what happens to your estate by creating a will that names your preferred beneficiaries, contingent beneficiaries, and executor.

Trusts are one of the most effective way to reduce taxation of your hard earned assets. Furthermore, certain trusts are designed to best protect you and your loved ones. Whether you need a revocable living trust, irrevocable trust, life insurance trust, special-needs trust, or residence trust, we can help you and your family best protect your assets.

Accidents and mishaps happen to us all. Setting up your power of attorney, special medical power of attorney, or limited power of attorney can help give legal authorization for the person you designate to make decisions on your behalf when you are not able to.

Let us help you express your healthcare wishes and what kind of decisions you would like your family to make if your are in danger of dying or need emergency or special measures to keep you alive. 

Whether you are planning for yourself, your parents, your grandparents, children, or other family members, we can help you with Medicaid planning, Elder Care planning, and other Estate Planning to help give you peace of mind and help protect you as best as possible.