Utah Estate Planning

We're Not Allowed To Say We're The Best, Most Comprehensive Estate Planning Firm in Utah, But Before You Visit A Lawyer For a "Free Consultation" Or Download Some Estate Planning Forms From The Internet, Take A Couple Of Minutes and Order Our Free Guidebooks.

There's A New Way to Get Valuable Free Information About Your Utah Estate Planning Needs Before You Hire a Lawyer or Download Forms.

Attention Utah Residents:

Before you go to any "free consultations" do yourself a favor and get my free guidebooks,

The 7 Deadly Estate Planning Sins that Will Sabotage Your Family's Legacy

and

(UN)Armed Robbery: How the States and the IRS are Planning

to Triple-Tax Your Retirement Savings

You may be surprised!

Offer limited to non-attorney Utah residents who are seeking an estate planning attorney.

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Important Tax and Estate Planning News

June 2009

Woman Junks $1 Million Mattress

(so much for the safety of a mattress!)

June 2009

CNN: How to Avoid the 'Death Tax'

April 2009

Senate Approves Estate Tax Break

April 2009

President Obama's budget resurrects the 'Death Tax'

January, 2009

President Obama plans to keep the estate tax

Helpful Links

Utah State Bar Estate Planning Section

Helpful forms and brochures relating to estate planning.

Utah Advance Medical Directives

PDF form for living wills and medical powers of attorney. This form is presumed valid in Utah and everyone should have a signed copy.

Utah State Courts Estate Planning

Utah Courts self help site. Especially helpful for understanding the Utah

Probate system.

Utah State Bar Association

General Utah State Bar Association website. Helpful information relating

to the practice of law and attorney governance.

Ready.gov

The government's website for

emergency preparation.

Internal Revenue Service

Official IRS site - forms, tables, contact information etc.

IRA Planning Information

Planning with IRAs can be complicated and should be done carefully. Here are some places to get started if you want to do it yourself.

RMD Tables

IRS tables for calculating your Required Minimum Distribution from IRA and other retirement accounts. For those age 70.5 and older or those with inherited IRA accounts.

Time Value of Money Calculator

A favorite TVM calculator. Simple to use and understand.

Financial Calculators

...of every kind and species.

Bank of Utah Trust Services

Many people who don't consider using a bank trustee should do so...

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