Estate Planning Protects Loved Ones and Belongings
DO YOU KNOW WHAT WOULD HAPPEN LEGALLY – TO YOU, YOUR LOVED ONES OR YOUR MONEY
IF SOMETHING UNEXPECTED HAPPENED TO YOU?
Even if you don’t have an estate plan, the state of Utah has a plan for you!
Do you know what the people you love would have to deal with if something unexpected happened to you? If you don’t, then the first step is to find out exactly what is in your estate plan, which was created either by yourself or the state, so that you can decide if you are okay with it.
To do this, Voyant Legal conducts an initial Legacy Planning Session with our clients. In this planning session, we sit down with you and make sure you understand what an Estate is and what steps you should take to protect your assets. Before your Legacy Planning Session, you will complete an Estate Planning Packet, which will help you to get clear about what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and your belongings.
If you decide the current plan is unacceptable, then we can design an estate plan together that will best suit the needs of your family.
The foundation of your estate plan will often include a revocable living trust in that; you transfer your property into this trust for your benefit during your life. One of the benefits of a revocable living trust is that when done correctly and maintained over time, your estate plan should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes.
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