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Does a Dynasty Trust Make Sense for Your Family?
Early in 2017, Gail Miller, owner of the Utah Jazz, announced that she was no longer the owner of the Utah Jazz or the Vivint Smart Home Arena. Instead, she put these assets into a dynasty trust for her family down through the generations. Her decision raised...
Safeguarding Your Estate Plan Against Three Worst-Case Scenarios
Robert Burns once said, "There is no such uncertainty as a sure thing." Even if you have an estate plan, you cannot control everything. Sometimes, events happen that create confusion or even try to destroy your estate plan. This blog addresses three worst-case...
Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
Too many people think that all you have to do with life insurance is name who the beneficiaries are. However, this basic strategy does not guarantee that your beneficiaries will be able to maximize their benefit from your life insurance. Think about these examples:...
How You Can Build an Estate Plan that Includes Asset Protection
A lot of people think that estate planning is only about passing on your property after you pass away. However, that is only part of the benefits of a comprehensive estate plan. Protecting your assets in the event of a lawsuit, divorce, and bankruptcy is another...
5 Reasons to Embrace the Emotional Nature of Estate Planning
When you hear about an estate plan, you probably think first about papers and documents. Or, you may think about your death or incapacity. If so, you are not alone. These are concerns that everyone has. Many people also think that emotional motivations or...
How to Build Freedom From Court Interference Into Your Estate Plan
Court involvement in your estate can become costly and time-consuming. Your assets are exactly that, yours. Having your property and situation discussed in a public forum is probably not an attractive thought. Most people do not want the court involved in their...
Do It Now: Name a Guardian for Your Minor Child(ren)
One of the hardest parts about thinking about your untimely death is thinking about who will raise your children. No one is exactly the same as us: the same parenting style, worldview, priorities, and morals. But, you must think about it. If you do not, a judge...
Surface the Values You Want to Pass on to the Next Generation
Every one of us receives and passes on an inheritance. The inheritance may not be an accumulation of earthly possessions or acquired riches, but whether we realize it or not, our choices, words, actions, and values will impact someone and form the heritage we hand...
How to Choose a Trustee
When you create a trust, you choose someone to be the trustee of your trust. This trustee follows your trust's provisions and administers your trust property. Your trustee pays bills and taxes, manages your investments, buys real estate, and other actions needed to...
AB Trusts – Do You Need to Get Rid of Yours?
Are you married and the last time you updated your trust was before 2011? If so, your estate plan is probably of the old "AB Trust" variety. Before 2011, that was the only kind of trust that allowed married couples to double their federal estate tax exemption...
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