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Make Your Own Plan: Avoiding Probate
Businessman Warren Buffet remarked, “Someone is sitting in the shade today because someone planted a tree a long time ago.” One of the most thoughtful and considerate things we can do for our loved ones is to take care of our estate planning – plant that tree now – so they can enjoy the benefits of the shade down the road.
Four critical documents to help you protect assets, provide solutions, and prevent problems:
David G. Wood, Attorney
David G. Wood is the “go-to” estate-planning attorney for entrepreneurs. During his 20+ years practicing law, he has founded, owned, managed, presided over, merged, acquired, financed, represented, advised and consulted a variety of businesses in a multitude of fields. When a life-threatening event faced him a few years ago, he came to personally appreciate the importance of estate planning. David understands the estate planning concerns and needs of business owners. He assists clients with succession planning, preserving wealth, protecting assets, minimizing taxes, and anticipating life’s curve balls.
David earned a B.A. from the University of Utah and a J.D. from Brigham Young University Law School. He is a member of the Utah and Idaho Bar Associations. David belongs to the Utah Bar Estate Planning Section, Corporate Counsel, Business Law, and Securities Sections, and the Salt Lake Estate Planning Council. He enjoys serving charitable organizations, including Building Beginnings; a Utah nonprofit corporation with an amazing program that helps recovering addicts get back on their feet. He and his wife, Nancy, live in Sandy, Utah, and have four very good-looking and fairly intelligent children and one brilliant son-in-law.
Paige W. Anderson, Attorney
Paige W. Anderson is a graduate of the University of Utah’s S.J Quinney College of Law. Paige studied a variety of fields, including disability and family law. She is keenly interested in the application of special needs law to trust planning.
Previous to entering law school, Paige lived in Washington D.C. where she taught English as a second language to primarily Middle-Eastern foreign students. She earned a Bachelor’s degree in Linguistics from Brigham Young University with an emphasis in ESL. Her experience communicating across cultural and language barriers gives her the ability to uniquely connect with clients.
Paige enjoys traveling with her family, chasing after the perfect s’more, and pleading with her houseplants to stay alive!
Haydee Chavez, Client Relations
Haydee Chavez oversees the firm’s client and partner relations and assists with administration. She has worked as a legal secretary and a translator. She has an extensive background in customer service/ relationship management and excels at providing concierge-level services. Haydee assists the firm with social media and marketing as well.
As a wife and mother of three, she understands the importance of maintaining good relationships and keeping things in order! Haydee is bilingual; English-Spanish.
Colton Guymon, Legal Assistant
Colton Guymon is a detailed, efficient, and motivated person who is involved in many facets of the firm. He brings valuable skills and know-how to our client development and is essential to our operations and document production.
Cole is a student at the University of Utah studying Pre-Law and is an active member of the U of U’s Honors College. He worked for two years as an Administrative Aide/Assistant at the law firm of York, Howell & Guymon. Born and raised in Utah, Cole spends his free-time reading, hiking, mountain biking, and studying history.
“David and his team were amazing. David spent hours with me helping me understand unfamiliar words and making critical decisions when creating my new will and trust. I know how important a will is since my husband passed away at a young age and luckily we had a basic will in place. Now I revised it and also created a trust with David’s help. He and his assistant came to my home (extremely convenient) when I was ready to sign the papers. I would recommend David to anyone looking to make a will for their first time, or changing their current one. It has brought me unmeasurable peace of mind. Thanks again, David!”
“David did estate planning work for my husband and me earlier this year. We have two children at home so it was important that we have a plan in place in case anything were to happen. He answered all our questions, responded to our calls and emails, and took good care of us. He then helped me with some family business matters and made sure my business interests were part of our planning.”
“When I was experiencing a difficult situation in our family business, David showed me the solutions we needed. He came on site to our business, met our people and my family, and got to know the company. He made a plan that not only solved the business problems but literally saved me tens of thousands of dollars annually! Those are bottom-line dollars that can build the company. He worked hand-in-hand with the CPA he introduced me to and with our financial advisor. All are exceptional professionals! Working with his estate team changed my company and family’s future for the better.”
“David helped me get my estate planning done after my wife passed away. He met me at my home twice and answered all my questions- and there were a lot of them. David got things done quickly and went the extra mile to help get my trust funded. He charged me a very fair rate. He made me rethink my opinion of lawyers!”
“David Wood recently updated our Estate Plan which included our Will, Trust and Powers of Attorney. We were very pleased with his service. He blended professionalism and personal attention to our needs and desires. David was willing to meet us according to our schedule either at his office or at our home. We will utilize his expertise as needed in the future.”
“David assisted me in setting up my business entity, a Utah Professional Limited Liability Company. He handled all of the paperwork and filings with the Department of Commerce and the IRS so I could keep my focus on my work and patients. He was quick, thorough, and at a very fair fee.”