Blog

The 401(k) is the most common retirement plan because of the available features and customizability to each business...

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...

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...

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...

Trying to determine Medicaid eligibility is very complicated. The rules are often changing, and they are different in each state.

#1 – Act as a Disability Plan. A revocable trust provides protection during three phases: what happens while the trust maker is alive and well,...

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,...

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.

Not long ago I attended an excellent business law seminar presented by Mr. Paul Swegle, an accomplished and experienced attorney from the Seattle area.