2036 LINCOLN AVE., STE. 102B OGDEN, UT 84401



  • lients sometimes come to me stating they’d like to make some changes to their living trust.  Life events have happened.  For example, they’ve sold real property that was in their trust or need to add new real property, they’ve gotten married or divorced, they have a new child or grandchild, due to changes in their […]

  • lients sometimes inform me that their doctor or nurse has contacted them about filling out a Provider Order for Life Sustaining Treatment (POLST).  They tell me they are confused with this because they’d previously met with myself and their loved ones and discussed their health wishes.  Normally, we’ve already put together an Advance Health Care […]

  • ith the rise of modern technology, spiritual afterlife is not the only mystery for today’s Hollywood stars; they must now deal with the concept of a digital afterlife.  Filmmakers are now able to use technology to digitally resurrect characters after a performer dies.  For example, in the movie Rogue One: A Star Wars Story, the […]

  • ontrary to popular belief, estate planning is not just for married people or people who have children. In fact, because there are fewer state legal protections for single adults than there are for married couples, estate planning may be even more essential for singles. There are three key reasons why everyone—including single adults—should have an estate […]

  • fter smartly putting their house a revocable, living trust, clients sometimes call saying they are ready sell their house and need to know how to transfer the house out of the trust.  They want to know how to transfer the deed out of the trust.  Below are the steps I tell them to follow: Your original […]

  • enerally, government programs (such as Medicaid or Social Security Disability Benefits) for beneficiaries with disabilities provide the beneficiary with only necessities.  A special needs trust affords the provider of a disabled person the opportunity to preserve state and federally funded benefits and to supplement the government benefits by providing for collateral needs—such as travel, entertainment, […]

  • hen a person becomes incapacitated and unable to make decisions for themselves, that person can no longer create valid legal documents or delegate responsibility for decisions to others.   The incapacitated person can no longer make a durable power of attorney or living trust.  Financial institutions, government agencies, health care providers and bureaucrats of every variety […]

  •  prime concern of parents of minor children is who will take care of their children if both parents die.  Who will raise the child and who will be responsible for supervising property the parent(s) leave to the child? If no parent is available, some other adult must be legally responsible for raising the child.  This adult […]

  • he best way to get your health care wishes followed when you cannot speak for yourself is to appoint an agent.  But who?  Their decisions on your behalf can literally be matters of life and death.  Thus, choosing an agent to consent to, refuse, or withdraw any healthcare for you is a decision that must […]

  • t is usually not advisable to put retirement accounts into a trust.  The reason for this, as stated in a previous post, is that doing so can cause your retirements accounts to lose their rollover capacity for your beneficiary.  Because you don’t put the retirement accounts into your trust, the proceeds for your retirement account […]

1 2 3 4