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...
Can an ESOP Allow You to Sell Your Business Tax Free?
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,...
Can You Protect Your Estate Plan From Attacks?
When putting together your estate planning documents, it is important to consider this question: What if my beneficiaries decide to challenge my...
What Went Wrong with Kouri Richins’ Prenup?
The ongoing case of Kouri and Eric Richins is both fascinating and chilling. It is also fraught with twists and turns centered around different...
What to Know Before Suing a Sibling Over An Estate
It’s an all too common story. People frequently contact us seeking advice on suing a sibling over an estate. They want advice on whether or not they...
Asset Protection Estate Planning
You are one weird scenario away from being sued by some crazy person. Yes, you. There are enough crazy people in this world that it happens all the...
Don’t End Up Liable For Your Business Partner’s Fraud
When entering into a business relationship, there are many factors to consider. Additionally, many people don’t even realize that they have legally...
Don’t Let a Romance Scam Ruin Your Estate Plan
We worry about our kids being on social media, but what about ourselves or even our parents? In recent years, there has been an astronomical...
Estate Planning Considerations for Artwork
The reason we are discussing artwork today is because it can sometimes be a little bit tricky to make sure that artwork goes where you want it to go...
The 529 Has Become The Best Investment Vehicle of Them All
A 529 is a great way to save money for your child's or grandchild’s higher education, but, what happens if they choose not to go to college? Secure...
Can AI Replace your Estate Planning Attorney?
As estate planning attorneys in Utah, we wanted to know: are we still necessary? Or can AI provide comprehensive legal advice concerning trusts,...
What You Need to Know About SECURE 2.0
As estate planning attorneys, we see the positive impact of smart retirement planning. We also see the sad results from no retirement planning. Here...