by Megan Fowles | May 1, 2025 | Estate Planning - Wills & Trusts
Whether you’re raising kids in Salt Lake City, running a family business in Provo, or caring for aging parents in St. George, estate planning offers lessons that go far beyond the legal side. It’s really about the health of relationships and the strength of...
by Megan Fowles | Apr 14, 2025 | Criminal Defense, Estate Planning - Wills & Trusts
What Is an Advance Healthcare Directive? It’s a written, legally binding document that does two things: Appoints a healthcare agent to make decisions for you if you’re incapacitated. States your medical care preferences—for example, whether you want life-sustaining...
by Megan Fowles | Mar 20, 2025 | Estate Planning - Wills & Trusts
Power of Attorney (POA) A Power of Attorney lets one person (the “principal”) give another (the “agent” or “attorney-in-fact”) the authority to act on their behalf. It’s a useful tool for managing finances, healthcare, and...
by Megan Fowles | Mar 12, 2025 | Client Guides, Estate Planning - Wills & Trusts
Set Up a Living Trust A revocable living trust is one of the easiest ways to avoid probate. You transfer your assets into the trust but keep control as the trustee. When you pass away, a successor trustee takes over and distributes the assets as you planned—no court...
by Stephen Howard | Dec 16, 2024 | Estate Planning - Wills & Trusts
Question: My nephew is a beneficiary of the trust my parents set up before they died. He is asking for an early distribution from the trust so that he can pay off some significant medical bills. I am the trustee. Should I make the distribution? Short Answer:...
by Stephen Howard | Nov 18, 2024 | Estate Planning - Wills & Trusts
Can an interested party act as a witness to a will in Utah? Section 75-2-505 of the Utah Uniform Probate Code provides that any person who is generally competent to act as a witness can serve as a witness to a will. This may seem like circular reasoning –...
