Estate Planning Services

An estate plan protects yourself, your loved ones and the assets you spent a lifetime acquiring.

Estate Planning Services in West Jordan, Utah

Estate Planning Services are important for everyone. No matter what your net worth, or age, you need an estate plan to protect yourself, your loved ones and the assets you spend a lifetime acquiring.

An estate plan is the process of planning the accumulation, conservation and distribution of your property and investments in the manner that most efficiently and effectively accomplishes your personal tax and non-tax objectives. A personalized and expertly constructed Estate Plan will protect you and your family during your lifetime as well as after your death.

Planning now, for future events, can save your family great heartache. We can help you make critical decisions now that will save your family from having to make difficult decisions in the future.

Our legal team will help you make the best decisions for you and your family. We have the experience and expertise to give the advice you need. We take time to discuss and explain options available for you. “One-size-fits-all” does not apply to your Estate Plan. Let us help you benefit from an estate plan customized to your needs. Through a series of interviews and meetings we provide an Estate Plan that will give you the peace of mind for whatever the future may bring.


Why Should You Get An Estate Plan?

  • Minimize Probate Fees.
  • Speed up the distribution of your assets to your heirs.
  • Reduce or eliminate Estate Taxes.
  • Maintain continuity of asset management in the event of incapacitation or death.
  • Provide better control of asset distribution to beneficiaries with Special Needs.
  • Provide financial privacy.
  • Prepare loved ones for Medical Incapacitation.
  • Establish Guardians and Conservators for Dependent Children.
  • Protect you and your family when someone becomes disabled.
  • Save you money in Capital Gains Taxes.
  • Control distributions to young beneficiaries.
  • Reduce estate transfer time and costs.
  • Help protect your assets against the high costs of long-term care.
  • Manage your financial and legal affairs if you become disabled.
  • Express your wishes with regard to medical care
  • Designate an individual to make medical decisions for you when you cannot
  • Minimize delays and frustrations of estate settlement.
  • Help your family avoid unnecessary estate tax liability.
  • Benefit a charity.

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Estate Plan