Estate Planning Blog

Your Will Doesn’t Control Your 401(k) — Here’s What Does

Learn the importance of checking your beneficiary designations on your 401(k)

Do I Need a Trust or Just a Will in Utah?

Learn the difference between a trust and a will in Utah. Which one your family actually needs, what each one costs, and when a will alone is enough.

5 Things Every Utah Business Owner’s Operating Agreement Should Include

Operating Agreements are vital to the success of a business with partners, these five things should be considered

The Estate Planning Game: Which Level Is Your Family On?

Everyone is at a different stage in life, including with estate planning. What level are you playing on?

Utah’s New Advance Healthcare Directive: What Changed and What You Need to Know

Learn about the new Utah Advance Healthcare Directive and where to get one and fill it out.

Is Your Business Structure Still Working for You?