Estate Planning Resources
Practical guidance on wills, trusts, probate, business succession planning, and protecting the people and businesses you care about most.
Celebrating Wellness Expo Applebee’s Gift Card Winner
Healthy Living Fair Raffle Winner: Anne Murphy I would like to thank everyone who made it out to the Celebrating Wellness expo at the Senior Center this year. It was good to see a lot of you there and meet a lot of really cool people. It is a great [...]
Why a Health Care Agent wins a Guardian Every Time
Guardianship vs. Advanced Health Care Agent in Utah One key instrument in any estate plan is plan or the documentation designating another person to make medical decisions on your behalf if you are unable to do so or if you are mentally impaired. In order to achieve this legally, an [...]
Why Probate is pricier than a Trust
I hope you enjoy the firm's latest video If you prefer to read, please see the following transcript Wes Winsor Law Presents: Estate Planning, Pay for it Now in Cash or Pay for it later with your children’s cash, time, and frustration. Let’s say that you get your estate plan [...]
Pablo’s Abstract Estate Planning
Pablo Picasso (Picasso) was world famous painter, sculptor, printmaker, ceramicist, stage designer, poet, and playwright. His works are famous for many things but you may be more prone to think of his abstract art when you hear of his name. Some of Pablo’s paintings have been sold for more than [...]
It Sounds Good, But is it Enforceable?
The other day I was helping someone move. We arrived with the moving truck, and met the Landlord at the residence. The Landlord then proceeded to go over the terms of the lease along with the idiosyncrasies of the house. The soon-to-be tenant looked at the 5 page document and [...]
10 Languages of a Contract Part 2 of 2
In the last segment of this series we talked about the following contract languages: Language of Agreement Language of Performance Language of Obligation Language of Discretion Language of Prohibition This segment will cover the remaining languages of: Language of Policy Language of Declaration Language of Belief Language of Intention Language [...]
Don’t Take Estate Planning Advice from Justice Burger
Every now and again I come across surprising and amusing events in estate planning. I felt this one was worthy enough to share. The honored and revered Chief Justice Burger (1907-1995) who drafted and ruled on the famous cases such as Immigration and Naturalization Service v. Chadha (holding that Congress [...]
3 Advantages that Family Businesses Start with over Traditional Businesses
Family businesses can provide many benefits to the family as well as society. Many people preach that mixing family and business is a sure recipe for disaster and estrangement, but it doesn’t have to be that way. Here are three reasons why creating a family business gives the business a [...]
The 10 Languages of a Contract pt. 1
Ever wonder why contracts are so hard to read through? A careful reader of a contract will note that there are seven different languages used. No, I am not talking about that fancy Latin that attorneys like to through in their explanations, but I am talking about the different types [...]