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The Corporate Transparency Act: How This New Federal Reporting Mandate Impacts Estate Planning You may have heard that, beginning in January 2024,...

Learn About The New “Legacy IRA” Now being called “Legacy IRAs” a few changes set forth in the “SECURE 2.0” act have created a new way for retired...

Don't Let Estate Fraud Happen To You In 2016, an unassuming man named Joseph Stancak was found dead at age 87 in his Chicago home. He was reclusive,...

Get Free Insurance on Your Bank Account Using a Trust On April 1, 2024 the regulations will be changing for FDIC banking insurance in regard to your...

Most of our readers will be familiar with the 2009 movie, “The Blind Side” which tells the “rags to riches” life story of NFL Football player...

In March of 2023, the IRS clarified the tax law with Revenue Ruling 2023-2. Some recent articles, blogs, and even TikTok videos concerning this tax...

Holographic (or hand written) wills are valid in around half of the 50 United States. This includes Utah where we are practicing estate planning...

Sounds too good to be true, right? While this strategy won’t work for every small business owner, for those who are able to implement it properly,...

When putting together your estate planning documents, it is important to consider this question: What if my beneficiaries decide to challenge my...

The ongoing case of Kouri and Eric Richins is both fascinating and chilling. It is also fraught with twists and turns centered around different...