Estate Planning Resources
Practical guidance on wills, trusts, probate, business succession planning, and protecting the people and businesses you care about most.
Legacy Planning is Not Just for the Rich- See how $5,000 can impact 3 generations.
Legacy Planning is the process of using the transition of wealth to incentivize gift distributions. For a closer look with examples of Legacy Planning might look like, please see my previous post, Legacy Planning 101. After people understand the concept of legacy planning they are often intrigued and interested. [...]
3 Reasons Why You Should Negotiate Your Contract
3 REASONS WHY YOU SHOULD NEGOTIATE YOUR CONTRACT # 1- THE SHOE PROBABLY DOESN'T FIT. The first reason to negotiate your contract, rather than to sign whatever document is put in front of you is that most business owners are using contracts they either pulled off the Internet, inherited from a [...]
Probate Court Explained
Probate Court is talked about by every estate planning attorney. I do not think that it gets explained very well though. Watch this video for brief, yet simple explanation. This video will answer, what probate court is, how long does it take, and if you want want to avoid it. [...]
Building an Empire Part 2 – Start with Your Assets
What are your assets? Most people think of bank accounts, stocks, bonds, land, and businesses when they think of assets. They would be right, they are assets, but those are not the only assets that we have, nor do most people view them [...]
4 Elements of a Contract
Here in St George, UT contracts are often made with a wink and a smile over lunch at Judds Store, more formal than that would be a firm handshake at the Pizza Factory, even better would be something in writing at person's place of business. In this video Wes Winsor [...]
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