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A Good Estate Plan Today Is Better Than the Perfect Estate Plan Someday (i.e. Never)
General George S. Patton famously said, “A good plan violently executed now is better than a perfect plan executed next week.” While Patton was speaking
Do Your Parents Have an Estate Plan?
If you are part of the sandwich generation—caring for both your children and your parents at the same time—it is crucial that you know whether
Presidents Day and the Power of Planning: What We Can Learn from George Washington
Every Presidents Day, we celebrate leadership, vision, and legacy. But beyond the speeches and the history books, there’s another lesson worth remembering — one about
All I Want for Christmas Is… a Plan 🎄
The holidays have a way of bringing everyone together—sometimes around a beautifully set table, sometimes around a slightly wobbly card table, and often around conversations
Christmas Laws in History
🎄 Ridiculous Christmas Laws in History Every December, we brace ourselves for the annual debates about when it’s “acceptable” to put up decorations or whether
Building Our Mansions
As the holiday season invites us to slow down and reflect, Henry Van Dyke’s timeless short story “The Mansion” offers a poignant reminder of what
Special Needs Planning: Protecting Your Loved One’s Future
Families caring for a loved one with special needs face unique challenges. One of the most important considerations is how to provide financial support for
The Hidden Dangers of DIY Trusts and AI Estate Plans
I hate cars. Of course they’re great to get us where we need to go and are very convenient; but the moment that “check engine”
8 Reasons Why a Will Alone May Not Be Enough for Your Estate Plan
When most people think of estate planning, they picture a will—one neat document that says who gets what. While a will is an important tool,
Revocable vs. Irrevocable Trusts: Which Is Right for You?
When you’re creating an estate plan, a trust is one of the most powerful tools at your disposal. But not all trusts are created equal.
Reviewing Your Estate Plan after the Death of a Loved One
The death of a loved one is never easy. Regardless of your relationship with the deceased (for example, a relative, significant other, or close
3 Tips for Every New Homeowner
First, congratulations on the purchase of your new home or simply for owning a home! Whether this is your first home or you are upgrading
What Legal Entity is Right for Your Business?
Three southern Utah cities (St. George, Cedar City, and Washington) were recently named in the top four of the nation’s best small cities for starting
Myths We Tell Ourselves about Estate Planning
Estate planning can be a very difficult process. While it is not brain surgery, making the decision to move forward with an estate plan requires