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digital assets and your estate plan

digital assets and your estate plan

Digital assets are an increasingly important part of our lives. However, when it comes to estate planning, these items are most often overlooked. I recently read an article published by Fidelity on this topic. I would commend this article to everyone, whether you are a Fidelity client. It is free to read and contains useful […]

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Should you update your trust?

Should you update your trust?

If you already have a trust, you should be commended for your wise planning. However, as time passes and laws change, it makes sense to review and update your trust to ensure that it remains consistent with your goals. I spend a significant amount of my time each week reviewing legal documents drafted by other attorneys (and sometimes […]

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death of the death tax? what would repeal of estate tax mean for you and me?

death of the death tax? what would repeal of estate tax mean for you and me?

The Republicans have been talking about and working on repeal of the federal estate tax for years.  Now that Trump is on his way to the White House, there are many who believe that the federal estate tax (also known as death tax) will soon be a thing of the past. In theory and principle, […]

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Buy-Sell Agreements: Mistakes to Avoid (Part 2)

If you are in business, you almost certainly need to consider some sort of buy-sell arrangement. Don’t take my word for it, listen to the contributing writers are Forbes.com.  Though this article is not new, the applicability of the February 2011 article by Robert W. Wood, titled “In Business, Get a Buy-Sell Agreement!” has not […]

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What’s $300 million among friends?

What’s $300 million among friends?

This relates to yesterday’s post about the recent passing of Prince and the probable court battles which are about to begin as step-family and former friends and associates of all sorts try to get their hands on a portion of Prince’s estimated $300 million estate. I was visiting yesterday with a CPA with whom I […]

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Angel or Devil? New book will soon be available

Angel or Devil?  New book will soon be available

Each of us is both good and bad (depending on the day and circumstance).  Our life planning should reflect this reality. The new book is based on this idea, which I was first reminded of when reading a book by Tolstoy a few years ago, wherein is found the following profound statement: “Men [and women] […]

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20 Myths About Estate Planning E-Book

Here is an electronic copy of the book 20 Myths About Estate Planning: What you don’t know CAN hurt you. Contact us with questions.

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NY Times Article on David Bowie’s Will

NY Times Article on David Bowie’s Will

Want to know how David Bowie split his $100 million estate? You can get a copy of his Will and read all about it yourself. A recent New York Times article details the manner in which David Bowie split his estimated $100 million estate among family, friends and others.  The article also gives details about […]

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U.S. News Article on importance of estate planning even if you don’t have children

Life Planning (a/k/a estate planning) is for every person, whether or not they have children. I recently came across an article on the U.S. News website about estate planning considerations for individuals without children.  This is significant because it invites us to consider and reject the common myth that this stuff is just for parents […]

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Angel or Devil? Your loved ones are probably a little of both (depending on the day). Plan Accordingly!

Fights among children are a common occurrence, yes, even here in Utah. As a parent of young children, I recognize that I am biased towards my kids. After all, parents are supposed to think their kids are the very best, the brightest and the most angelic, right? We love our children unconditionally and we assume […]

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