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 plan we had recommended a limited liability company (LLC) be established to hold investment property. Tanner agreed. Days ago, Tanner sent us this photo of the building engulfed in flames!…
Trying to determine Medicaid eligibility is very complicated. The rules are often changing, and they are different in each state. Often medical eligibility differs by what program you need. In addition, the application is as well as the review process is lengthy. Sad to say, If Medicaid denies you, the consequences can negatively affect the…
Occasionally, politicians, like lawyers, do something useful. In 2007, Utah passed the “Advanced Health Care Directive Act”. The Act offers a standardized form (often called a “Living Will”) that directs health care providers regarding a person’s life-sustaining medical care, and withholding or withdrawing such care. The form itself is sort of a hot mess and…
As of May 2018, Utah has joined the ranks of many states in the passing of its own “Transfer on Death (TOD) Deed” statute. UCA 75-6-4. Basically, the owner of a piece of real estate executes a deed transferring ownership of the property upon his or her death. If done properly, when the owner dies, the property…
During the home buying process, you worked with a lot of individuals: your realtor, the seller’s realtor, the title company, the loan officer, and the home inspector. Now that you have finalized the purchase of your house, there is one more expert you need to call: your estate planning attorney. Aligning Your Ownership with Existing Estate…
Welcome to Plan Right Law! We are glad you dropped by. Our mission is to provide concierge-level estate planning services to business owners, families with special needs children, parents with young children, retired couples, young professionals, and more, at fees that are up-front and affordable. We hope you will use our site as a resource…
