Estate Planning Resources
Practical guidance on wills, trusts, probate, business succession planning, and protecting the people and businesses you care about most.
How my friend got hosed by the Parol Evidence Rule in Contract Law
Please see this video to discover how to protect yourself when making a contract. https://youtu.be/71hpqK2FVI8
Top 3 Terms to Look at Before Signing a Lease
For those of you who are over 18 and have never rented or had to sign a lease, you are extremely lucky or are still living with your parents. If you are still living with your parents, they may be giving you a lease ultimatum soon so take note. In [...]
Building an Empire Part 1
It is interesting how most of the wealth of America is held by families over generations. If families can work together, they can amass a large amount of wealth over two or three generations. Why isn't everyone doing it? People have different interests and do not want [...]
Legacy Planning 101:
Hi, Please check out my first white board animation video explaining Legacy/Estate Planning. Let me know what you think. If you are interested in this approach, give me a call and set up an appointment for a free family wealth planning session today ($500 value). 435-669-9755 Legacy Estate Planning 101
Do It Yourself Funeral. What??!!
You were probably as surprised as I was when I first came across the concept of Do it Yourself Funerals (hereinafter, "DIY"). Funerals do not seem to be the sort of "project" that you would want to attempt by yourself. The further I dug in though, the more sense it [...]
The Paradoxes of Wealth Accumulation
The Paradoxes of Wealth Accumulation “When you need it you don’t have it, and when you have it you don’t need it”. Of course this could apply to many other situations, but I have found that those who have become first generation wealthy build a great life for their children, [...]
Legacy Planning
Legacy Planning I like to think of Legacy planning, like a way to not only make your Mark on future generations, but also incentivize and empower them. I think that we have all seen examples of those who have inherited the sum of money on Monday and then on Tuesday [...]
Free Seminar Hosted at Kolob Care and Rehab in St. George, UT
A little late notice, but I wanted to get the word out about a free seminar hosted at Kolob Care and Rehab where I will be presenting on Estate Planning Basics. If you RSVP before then you will be entered into a drawing for a free Will. Also Lunch will [...]
How your estate plan can help clean up your digital footprint.
Our digital footprint is growing nearly every month as we subscribe to more and more services that we manage over the internet via our phones and computers. Technology, especially when it comes to managing our financial assets has given us luxurious speed and convenience. Many banks (and even some credit [...]