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How to Choose an Executor or Successor Trustee with Your Utah County Estate Lawyer

The decision of who to appoint as your executor or trustee is a huge one, and we’ve talked about it a bit in the past.  Still, it’s important to make sure that you have the information you need to make the right choice with your Utah County estate lawyer.  This person will hold incredible responsibility for overseeing what becomes of your estate, and you want your choice to reflect this.

Discuss Your Social Security Options With An Elder Law Lawyer in Lehi

For many elder law clients in Lehi, Social Security benefits represent a very large portion of their post-retirement income.  Because of the way that the system has changed since it was originated in 1935, it is extremely complex.  Literally hundreds of amendments have been made in the nearly 80 years since the Social Security Act.  It may just take an experienced elder lawyer to wade through the options with you.

Writing Your Own Obituary | Will Lawyers in Lehi

Working with a will lawyer in Lehi can bring up some uncomfortable feelings.  Those of us in this area of law are very aware of the fact that many people avoid important planning for this very reason.  After all, there aren’t a whole lot of people who want to contemplate their own demise, let alone the feelings of those left behind.

Writing your own obituary can actually be kind of a cathartic experience that helps with the estate planning process.  It gives you an opportunity to reflect on your own life, as well as to help shape how you will be remembered.  It also takes some of the burden off of those who are left behind that might not be up to writing such an intense piece in the middle of grieving.  You can write your obituary and have your will lawyer in Lehi keep it in your file so that it is ready to go when it is needed.

What to Include

What to Expect from Estate Planning Part II | Will and Trust Lawyers In Utah County

This is the second in a series of articles on what to expect when you work with your Utah County will and trust lawyer.  Each article will cover several of the topics that you will need to consider make a plan that works for your needs.

Our last article looked at several things you will need to consider and prepare when working with your will and trust lawyer in Utah County.  Today’s article continues on with additional considerations that are generally important upon death.

Including Your Service Providers In Your Estate Plan | Orem Will and Trust Lawyers

An Orem will and trust lawyer’s job is to make sure that you have all of your ducks in a row so that if you become incapacitated or die, your loved ones will know how to manage your estate and follow your wishes.  Laws in Utah vary from those found around the country, which is why you want to work with an attorney who is skilled in understanding your specific needs.  One area that should be considered is your service providers.

“Service providers” covers a wide range of individuals involved in your life.  Should you be unable to communicate with them, you want to ensure that your trustee, executor, guardian, or other responsible person is able to communicate with them on your behalf.  Having them all listed in one place will make this job much more manageable.

How to Avoid the Need for a Probate Lawyer in Provo

If you are dealing with an estate that has to go through the probate process in Utah, your smartest move is likely going to be to work with a Provo probate lawyer.  There are cases where very simple estates will move through fairly easily, but there is still a matter of paperwork, accounting, etc. to consider; and a probate lawyer can save you an incredible amount of time and hassle.

The best way to avoid the need for a probate lawyer in Provo is to make sure that your estate planning has been done in advance.  This means that you’ve set up wills, trusts, and any other applicable legal documents so that those you leave behind won’t have to deal with taking the entire estate through the court system.  Trusts, such as a revocable living trust, are one of the most common tools for avoiding probate, but there are some other possible options.

Lehi Trust Lawyer Reveals Additional Types of Income to Include in Your Estate Planning

There are some forms of income that obviously need to be discussed with your trust lawyer in Lehi, UT.  When putting together your plan, you’ll want to consider your current employment, retirement plans, bank accounts, and possibly your own business.  As you work through the estate planning process, it will be clear that these are all things that need to be considered.

But, there are other, less obvious types of income that you will also need to take into consideration.  Working with a Lehi trust lawyer, you can determine how these different forms of income will be treated when it comes to taxes, inheritance, and other applicable Utah and federal laws.

What to Expect from Estate Planning Part II | Will and Trust Lawyers In Utah County

This is the second in a series of articles on what to expect when you work with your Utah County will and trust lawyer. Each article will cover several of the topics that you will need to consider to make a plan that works for your needs.

Our last article looked at several things you will need to consider and prepare when working with your will and trust lawyer in Utah County. Today’s article continues on with additional considerations that are generally important upon death.

Not All Property Can Be Left through a Will | Will Lawyers in Utah County

With much experience behind them, will lawyers in Utah County often feel like they’ve “seen it all.” This is good news for clients, because it means that the attorney can help you prepare for situations you might never have expected otherwise. One surprise that people hear from their estate planning lawyers is that you can’t use your will to pass on all types of property. While it seems like you should just be able to put it all down on paper and be done with it, there are some things that must go through different channels.
 

Estate Planning Checklist for January | Estate Planning Attorney In Provo

If you’ve already met with an estate planning attorney in Provo to put together your wills, trusts, powers of attorney, and other long-term plans, then congratulations! You’ve taken a really important step toward being prepared for the future and making things easier on your family and friends should you pass away or become unable to make decisions for yourself.

In order to ensure that your estate plans still fit your needs, you should review them at the beginning of every year. There are certain life changes that can have a huge overall effect on your estate planning, so taking the time to accommodate those changes now will save a significant amount of difficulty later.

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