Estate Planning Resources
Practical guidance on wills, trusts, probate, business succession planning, and protecting the people and businesses you care about most.
Divorce Doesn’t Update Your Estate Plan. Here’s What Actually Does.
If you're a divorced father, you already understand something many married fathers never have to think about. Being a good dad takes intention. You know which weekends are yours. You know how to make the most of every ballgame, school event, and late-night conversation. You've learned how to stay [...]
The Father the Law Doesn’t See: What Southern Utah Stepfathers and Father Figures Need to Know
If you are a stepfather, you already understand that there is a difference between the legal definition of a father and the real one. The real father is the one who shows up. He learns the allergies, the fears, and the names of the friends. He spends evenings at [...]
The Question Every Father Thinks He’s Answered (But Hasn’t)
There are two kinds of fathers. The first kind works hard, shows up, and loves his family deeply. He's coaching the games, helping with homework, teaching his kids how to work, and doing everything he can to build a good life for the people he cares about most. Maybe [...]
Who Would Raise Your Kids If You Couldn’t? The First 72 Hours Most Parents Never Plan For
As parents, we spend a lot of time thinking about our children's future. We work hard to provide for them, teach them, and protect them. We think about their education, their opportunities, and the values we hope they'll carry with them throughout their lives. But there's one question many [...]
Why Southern Utah Families Need a Mission Statement (Not Just a Will)
Most people know they should have a will or a trust. But far fewer have ever had a conversation with their family about something even more important: why their money exists in the first place. Here in Southern Utah, especially among business owners and hardworking families, wealth is rarely [...]
What Anne Heche’s Estate Is Still Teaching Families—Nearly 4 Years Later
When you pass away, your family isn’t just dealing with grief. They’re making phone calls. Digging through accounts. Trying to piece together your financial life while navigating a legal system they’ve never seen before. And if there’s no plan in place, that process can drag on for years. We’re [...]
What Happens to Your Kids If Something Happens to You? A Case Every Parent Should Think About
Most parents assume that if something happened to them, the other parent would step in and take care of the kids. That’s the assumption. But a real court case shows that it’s not always that simple—and when things go wrong, the consequences can be serious for your child. Let’s [...]
Estate Planning for Unmarried Couples in Southern Utah: How to Protect the Person You Love
You and your partner have built a life together. Maybe you own a home, run a business, share responsibilities, and rely on each other every day. In every way that matters—you’re family. But here’s the hard truth: the law doesn’t see it that way. If you’re not legally married, [...]
What Can Happen to Blended Families When a Spouse Dies
For many Southern Utah families—especially business owners—retirement accounts like 401(k)s and IRAs aren’t just part of the plan… they are the plan. In fact, these accounts often make up one of the largest portions of a family’s wealth. So naturally, one of the most important questions becomes: What actually [...]