Estate Planning
Family.
Isn’t family the reason we do everything? Whether your family is made up of your partner, siblings, children, or simply close friends, there are people who love you dearly and who are impacted when things happen to you. An estate plan is one of the best ways to prepare your family for what is to come and to take care of them when you are no longer able.
Everything you need.
Every person is different, and so is every estate plan. When you meet with Rich for your initial planning meeting, you will discuss exactly what you need to set up your estate plan the way you wish. Look through the options below to become familiar with common estate plan documents.
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Most estate plans include
Trust (and related documents)
Will
Health Care Directive
Power of Attorney
HIPAA Release
Final Disposition
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Deeds for property, mineral rights, etc.
Specific type trusts for special circumstances
Business interest and stock transfers
Prenuptial agreement and planning
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Trust Ammendments (Because of evolving family circumstances and law surrounding estate plans, Rich recommends checking in every 4–6 years. You won’t always want to amend your documents, but the option is always available to you.)
Updates of agents and assigned responsible parties
Adjustments to other estate planning documents
Ready to get started?
(801) 375-9801
Whether you are simply curious about our free informational materials or are ready to schedule an initial estate planning meeting, our office is just a phone call away.