Tag Archives: Utah estate planning
Safeguarding Your Utah Estate Plan: Be Careful of Loans and Gifts
This post is the sixth in a series of posts that offer ideas for ensuring that your estate plan will be implemented as intended. Problems often arise when an estate plan fails to address loans or lifetime gifts to a … Continue reading
Protecting Your Utah Estate Plan: Inform Your Beneficiaries
This post is the fifth in a series of posts that offer recommendations for safeguarding your estate plan against the improper conduct of trustees, family members and others. Sharing information with your beneficiaries during your lifetime can help ensure that … Continue reading
Safeguarding your Utah Estate Plan: What are the Dangers?
This post is the first in a series of posts that suggest various approaches for protecting one’s estate plan from the illicit conduct of successor trustees, family members and others, in order to ensure that the estate plan will be … Continue reading
Look Over Your Lawyer’s Shoulder
Even if your estate planning attorney is highly qualified, it is prudent to ask plenty of questions and check his or her work. The following is a list of basic points to keep in mind as you work with your … Continue reading
How Often Should I Update My Estate Plan?
In general, you should review your estate plan with your estate planning attorney whenever you experience (a) a significant change in your family or marital situation, (b) a substantial change in your net worth, or (c) a substantial change in … Continue reading