Tag: St. George UT

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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What will really happen to my estate if I die without a will or a Trust?

Ok, for all of you out there who do not have an estate plan, I have put together a brief video explaining what will happen to your estate if you die without having first planned by getting a trust or

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Legacy Planning is Not Just for the Rich- See how $5,000 can impact 3 generations.

  Legacy Planning is the process of using the transition of wealth to incentivize gift distributions.  For a closer look with examples of Legacy Planning might look like, please see my previous post, Legacy Planning 101.  After people understand the

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3 Reasons Why You Should Negotiate Your Contract

3 REASONS WHY YOU SHOULD NEGOTIATE YOUR CONTRACT # 1- THE SHOE PROBABLY DOESN’T FIT. The first reason to negotiate your contract, rather than to sign whatever document is put in front of you is that most business owners are using

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Building an Empire Part 2 – Start with Your Assets

              What are your assets?  Most people think of bank accounts, stocks, bonds, land, and businesses when they think of assets.  They would be right, they are assets, but those are not the only

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Free Seminar Hosted at Kolob Care and Rehab in St. George, UT

A little late notice, but I wanted to get the word out about a free seminar hosted at Kolob Care and Rehab where I will be presenting on Estate Planning Basics. If you RSVP before then you will be entered

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