Category: Estate Planning

What Went Wrong?

Recently I received an email from a client asking me what went wrong in her parent’s estate plan so as to make it so that they had to go through probate. She asked, “isn’t the purpose of getting a trust

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The Hardest Part of Estate Planning

Our firm never says that estate planning is easy, the degree of intellectual rigor and self-reflection is often misunderstood by those who are doing it their first time. There are several “decision makers” in an estate plan. These are people

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Why Not Just Do It Yourself?

Why Should I Hire You? Recently, I had a wonderful family in my office. We talked about estate planning, the difference between a will and trust, and the importance of planning ahead. After our discussion, the mother turned to me

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Thank You Sharry for your Example

Late Thursday afternoon, one of Lindsay’s (my wife) best friends from childhood called me as I was getting home from work. I had just pulled into the driveway and when I saw the caller ID. I was surprised. Sure, I

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Your Kids Might be Headed for Foster Care and you don’t even know it.

Lately I have been getting several people telling me something like this, “I don’t have much in the way of assets or money, so do I even need to worry about estate planning?” This post aims to answer that question

Posted in Estate Planning, Probate

Celebrating Wellness Expo Applebee’s Gift Card Winner

Healthy Living Fair Raffle Winner: Anne Murphy I would like to thank everyone who made it out to the Celebrating Wellness expo at the Senior Center this year. It was good to see a lot of you there and meet

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Why a Health Care Agent wins a Guardian Every Time

Guardianship vs. Advanced Health Care Agent in Utah One key instrument in any estate plan is plan or the documentation designating another person to make medical decisions on your behalf if you are unable to do so or if you

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Why Probate is pricier than a Trust

I hope you enjoy the firm’s latest video If you prefer to read, please see the following transcript Wes Winsor Law Presents: Estate Planning, Pay for it Now in Cash or Pay for it later with your children’s cash, time,

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Pablo’s Abstract Estate Planning

Pablo Picasso (Picasso) was world famous painter, sculptor, printmaker, ceramicist, stage designer, poet, and playwright. His works are famous for many things but you may be more prone to think of his abstract art when you hear of his name.

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Don’t Take Estate Planning Advice from Justice Burger

Every now and again I come across surprising and amusing events in estate planning. I felt this one was worthy enough to share. The honored and revered Chief Justice Burger (1907-1995) who drafted and ruled on the famous cases such

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