Taylor’s Story
Taylor's Stor Our Podcast “Legacy Lawyers” will have some new faces (and voices). Today, we would like to introduce you to another fantastic lawyer...
The Corporate Transparency Act Blog
The Corporate Transparency Act: How This New Federal Reporting Mandate Impacts Estate Planning You may have heard that, beginning in January 2024,...
Nathan Croxford’s Story
Nathan’s Story In our last blog, we discussed the slightly unconventional path that our podcast host Mike Haslam took to becoming an estate planning...
Mike Haslam’s Story
Mike Haslam's Story: How I Became an Estate Attorney If you have been following our blog, you may be wondering, “Who are these people?” Well,...
Learn About The New “Legacy IRA” Blog
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 Blog
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
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...
Don’t Get Blindsided By A Conservatorship
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...
Did the IRS Just Change the Tax Rules for ALL Irrevocable Trusts? Nope
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...
The Queen of Soul Made a Mess With Her Handwritten Wills
Holographic (or hand written) wills are valid in around half of the 50 United States. This includes Utah where we are practicing estate planning...