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Family and Wealth Education
- Invaluable, sophisticated, cutting-edge planning.
- Almost everything listed on this page is ultimately just a paper document—important, but sterile and potentially damaging to families if not understood or if done improperly.
- Our Family and Wealth Education sessions go to the heart—the soul—the warm, living, and real reasons for giving the gift of planning, what we often call the "Psychology of Planning."
- With stunning insights, these sessions educate you and your children (and even grandchildren) in how to utilize your assets, your existing relationships, the law (and documents), and good common sense to preserve—and strengthen—family ties, values, and wealth in your passing.
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Wills
- Pour-Over
- Stand Alone
- Video Wills
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Revocable Trusts - also known as:
- Family Trusts
- Living Trusts
- Intervivos Trusts
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Irrevocable Trusts and Tax Reduction Planning
- Irrevocable Life Insurance Trusts - ILITs
- Grantor Retained Annuity Trusts - GRATs
- Dynasty Trusts - Alaska Trusts
- Intentionally Defective Grantor Trusts
- Split-Interest Trusts
- Advisor Directed Trusts
- Charitable Remainder Trusts - CRTs
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Special Needs Trust
- First Party Special Needs Trusts
- D4A Special Needs Trusts
- Third Party Special Needs Trusts
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Minor Beneficiary Planning
- Utah Transfers to Minors Act - UTMA
- Utah Educational Savings Plans - UESP
- 529 Plans
- Custodians and Custodial Accounts
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Second Marriage Planning
- Prenuptial Agreements
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Elder Law
- Elder Care
- Caregiver Agreements
- Abuse Prevention
- Medicaid and SSI Planning - Medicaid Trusts
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Court-Appointed Agents for those under Physical or Mental Incapacity
- Guardians and Guardianships
- Conservators and Conservatorships