Blog
Retirement Plans for Small Businesses
The 401(k) is the most common retirement plan because of the available features and customizability to each business...
Read MoreYou Were Just Made Trustee…Now What?
A family member has just passed away and now you are asked to make what feels like a million decisions, and quickly! Everything from writing...
Read MoreFire in the Paint-locker! Managing Risk Through An LLC
Just weeks ago Tanner invested in a condo. It was one of several units in a large multi-unit building. In helping Tanner create his estate...
Read MoreLast Will and Testament
It’s a stressful time when parents pass on, but it need not be. The key is to encourage your parents to write a will using...
Read MoreThe Ins and Outs of Medicaid Planning
Trying to determine Medicaid eligibility is very complicated. The rules are often changing, and they are different in each state.
Read More4 Things a Trust Can Do That a Will Can’t
#1 – Act as a Disability Plan. A revocable trust provides protection during three phases: what happens while the trust maker is alive and well,...
Read MoreAre You Ready?
In 2012, at the age of 77, my mother passed away unexpectedly. We had just helped her move from St. George to South Jordan, Utah,...
Read MoreWhat is a “Will Substitute” and Could It Ruin Everything?
A “Will Substitute” is an instrument that transfers ownership of a property from the owner to the beneficiary upon the owner’s death while avoiding probate.
Read MoreStarting Up Right
Not long ago I attended an excellent business law seminar presented by Mr. Paul Swegle, an accomplished and experienced attorney from the Seattle area.
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