Estate Planning Resources
Practical guidance on wills, trusts, probate, business succession planning, and protecting the people and businesses you care about most.
The Hardest Part of Estate Planning
Our firm never says that estate planning is easy, the degree of intellectual rigor and self-reflection is often misunderstood by those who are doing it their first time. There are several “decision makers” in an estate plan. These are people who will fill various roles in the event of the [...]
Trouble in Far-Far Away
Coincidentally or not, when I visited Mr. Visser's class on constitution day the Kingdom of Far-Far-Away was in an upheaval over the trial the century. Cinderella's Step Sisters finally had to face the music for their alleged mistreatment of Cinderella. It all started when the prince, heard of the abuse [...]
Why Not Just Do It Yourself?
Why Should I Hire You? Recently, I had a wonderful family in my office. We talked about estate planning, the difference between a will and trust, and the importance of planning ahead. After our discussion, the mother turned to me and said, "excuse me for the question, but why should [...]
Thank You Sharry for your Example
Late Thursday afternoon, one of Lindsay's (my wife) best friends from childhood called me as I was getting home from work. I had just pulled into the driveway and when I saw the caller ID. I was surprised. Sure, I knew and liked my wife's friend, but she doesn't call [...]
Your Kids Might be Headed for Foster Care and you don’t even know it.
Lately I have been getting several people telling me something like this, “I don’t have much in the way of assets or money, so do I even need to worry about estate planning?” This post aims to answer that question for parents. Parents need a plan for both death and [...]
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 [...]