Dec 19, 2017
Your estate plan is made up of many smaller pieces. You can mix and match these pieces to create a personalized and comprehensive plan that fulfills your needs and meets your goals. One piece is a trust. A trust allows you to delegate authority to someone you trust...
Sep 26, 2017
When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone? What happens depends on a lot of factors, like how you set up your estate plan, who you choose as beneficiaries, and many other factors. If you do not...
Jul 25, 2017
When most people hear the phrase, “estate planning,” they first think about wills. However, a will is not the only strategy available to you, and a trust may even be a better strategy. There are several advantages that a trust can have over other...
May 2, 2017
The abuse of alcohol and drugs or other addictions is a serious issue, impacting as many as one in seven Americans. Talking about dealing with these addictions is an increasing part of public and private discourse. You may not have thought, however, about how this...
Apr 11, 2017
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...
Mar 28, 2017
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:...
