Events
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November 5th, 2019 at 5:00 pm - Do Something Meaningful: Leaving A Legacy Hors D'oeuvres Event

What does it take to leave a legacy? How would you want to be remembered? These are not easy questions to answer without plenty of time and consideration so let us take the stress away from you! Join us at the Deer Valley Plaza for our next hors d’ouevres event On November 5th, 2019 at 5:00pm, join David Wood, Esq./CMP and Morgan Irvin, CFP, as we discuss ways to leave a meaningful legacy for your loved ones!

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October 10th and 11th, 2019 - Plan Right Law at the Senior Expo

As part of our expansion into Medicaid Planning and Elder Law, Plan Right Law hosted a booth at the 2019 Senior Expo! We met many incredible people and gave away more than a few prizes. We love getting out and interacting with people, showing them how we can change their lives with proper planning.

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September 25th, 2019 - Asset Protection Strategies: Planning for Split/Joined Families

Our return to the Cliff Dining Pub for our FREE Asset Protection Seminar Series was an absolute success! The venue was incredible and we enjoyed delicious food while delving into how divorces and remarriages impact Estate Planning and explained why Brady Bunch families must have a plan in place!

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September 19th, 2019 - PRL Ribbon Cutting

On September 19th, we, along with a wonderful group of business connections and supporters from the South Valley Chamber, opened up our new office at 11075 S. State Street, Sandy, Utah. We enjoyed great food, prizes, and a giant pair of scissors as we celebrated our growth and success over our first year in business!

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July 31st, 2019 - Pizza and Planning: Preserving A Legacy For Your Loved Ones

 

 

Our fourth installment in our Asset Protection Series, Pizza & Planning blended comforting advice with plenty of comfort foods! We were able to hold a very personal educational dinner with our friends (old and new), enjoying delicious pizza and goodies at Village Baker in Sandy, Utah. Stay on the lookout for the next opportunity to join in!

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June 27th, 2019 - Asset Protection Strategies: Preserving Your Estate and Guiding Your Family

Plan Right Law’s David G. Wood and Simply Home Mortgage’s Tiffani Swensen teamed up for this information-packed event! We covered the intersection of Estate Planning and home building, emphasized the importance of moving your home into a Trust, and a myriad of other strategies to lay a stable foundation for intergenerational wealth! Held at the Cliff Dining Pub, the excellent presentation was topped off with an incredible view of the Salt Lake Valley sunset

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May 16th and 21st - Estate Planning and Retirement Simplified

 

The beginning!

Thank you to all those who attended our “Estate & Retirement Planning Simplified” seminar series! It was a pleasure to meet you all and we hope you walked away having enjoyed a good meal and great company, having learned more about what it take to plan for the future. Plan Right Law will be hosting monthly seminars, so keep an eye on our Facebook page to find the dates and locations — we promise you’ll learn something new at each one!

Special thanks to our co-hosts, Corby Hansen and Tabeetha Moesinger, for their hard work and expertise. Thank you again to Market Street Grill and Carvers – Steak and Chops for providing the event rooms and catering.

Don’t wait until it’s too late. Plan your future today with our team at Plan Right Law!

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January 30th, 2019 -- Plan Right Law and the Sandy First Responders

In our first-ever presentation, David G. Wood partnered with the Sandy City Police Department and Sandy City Fire Department to educate our local first responders on the vital role Estate Planning plays in their line of work. In any high-risk occupation, it is necessary to plan for the work, designating the proper individuals to have the ability to act on your behalf. Whether you have questions about Guardianship, Powers of Attorney, or Living Trusts (believe us, you may want one), look no further than Plan Right Law.

These brave men and women put their lives on the line for the public’s safety and we would be remiss to not take the chance to thank them for their service.

General Intake Form - Medicaid Planning

The law firm for Medicaid Planning

Free Initial Consultation

385.274.7174

WHAT IS MEDICAID?

  • What is Medicaid?
  • How soon can we pull Medicaid?
  • Do we have to be a certain age to be eligible?
  • How much would we be able to get?
  • Do we have to sell our home? Our Assets?
  • Liquidate our Retirement accounts?
  • Will the Government take all our money?
  • Can we give things away to our family?
  • Will we qualify for Medicaid?
  • How long does it take to apply?

WHAT IS MEDICAID PLANNING?

We will answer all these questions and more. Let us help guide you through the process. Medicaid permits seniors, through specific planning and legal tools, to protect their assets in a way to qualify for Medicaid benefits. At Plan Right Law, our attorneys and professionals are focused on assisting seniors in these important estate planning issues.

Call today for a

complimentary consultation

385-274-7174

PLAN RIGHT LAW CAN HELP

  • Income & Assets Tests
  • Countable vs. Non-Countable
  • Qualified Income Trust
  • 5-Year Look Back
  • Medicaid Annuities
  • The law firm for
  • Medicaid Planning
  • Free Initial Consultation
  • 385.274.7174

General Intake Form - Medicaid Planning