https://www.eventbrite.com/e/529769925107

* Do You have a Trustee, Personal Representative, or Power of Attorney Agent?

* Do You or they know what their responsibilities will be at your incapacity? or death?

Invited guests who are fiduciaries or prospective fiduciaries will receive detailed instructions and information about the duties, obligations, and authority for any role they have been asked to fulfill. Learn from others who have served in these capacities and from estate attorney, David Wood, and the Plan Right Law team.

Q&A session and light refreshments included!

https://www.eventbrite.com/e/529738390787

* Do You have a Trustee, Personal Representative, or Power of Attorney Agent?

* Do You or they know what their responsibilities will be at your incapacity? or death?

Invited guests who are fiduciaries or prospective fiduciaries will receive detailed instructions and information about the duties, obligations, and authority for any role they have been asked to fulfill. Learn from others who have served in these capacities and from estate attorney, David Wood, and the Plan Right Law team.

Q&A session and light refreshments included!

October 26, 2021 From 2:00 – 3:00 PM, at the Tooele County Building Auditorium. Come join us to learn what documents you will need to get your affairs in order. Define an outline that best fits your needs and get your questions answered about wills, trusts, powers of attorney, Medicaid qualification, probate avoidance, and more. Light refreshments will be served, we look forward to seeing you there!

Clients of retiring attorney Frank Mohlman, Esq, were invited to join Frank and David Wood in this introduction to Plan Right Law and our workshop on estate planning. We learned more about Revocable Trusts, Irrevocable Trusts, Pour-Over Wills, Medical Directives, Guardian Roadmaps, and more!

 

 

 

Tooele Ribbon Cutting

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!

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.

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!

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!

 

 

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!

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

 

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!

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.