Estate Planning

I help individuals and families manage their assets by analyzing and preparing effective estate planning, asset protection, trust administration, and probate. A typical estate plan might include a Revocable Family Trust, Wills, Durable Powers of Attorney, and Health Care Directives. These core documents can be crafted to accomplish many different goals and to address specific family situations.

There are also various other unique techniques and tools that can be used to best address your goals and resolve concerns. For instance, you might want to consider asset protection, family business succession planning, or income tax and estate tax planning. Some of the tools that can be used are irrevocable trusts, limited liability companies, private foundations, and several other options.

My job is to understand my clients’ goals and then help to educate those clients so they are empowered to choose those option that will best work for them to preserve their assets, properly distribute assets, and minimize taxes.

Call today at (801) 477-0306 to see if this unique planning approach might be a good fit for your goals.