COMPREHENSIVE ESTATE PLANNING
Estate planning involves much more than just a will and a trust. In fact, without effective planning, these documents may not meet the objectives for which they were contemplated. Our comprehensive estate planning services involve identifying and coordinating your assets, beneficiaries, and objectives, as well as integrating estate, gift, and income tax considerations. The result is an estate plan that is customized to your particular circumstances, where each document plays an important role in achieving your overall objectives. Some of the services we provide and documents that we might prepare are listed below.
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Trusts Revocable living trusts Irrevocable trusts Irrevocable life insurance trusts Special needs trusts (third-party and self-settled) Residence trusts Qualified Personal Residence Trusts (QPRTs) Qualified Terminable Interest Property Trusts (QTIP Trusts) Grantor Retained Annuity Trusts (GRATs) Charitable Remainder Trusts (CRTs) Powers of Attorney Durable General Powers of Attorney Limited Powers of Attorney Health Care Directives (living wills) |
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Real property transfers Beneficiary Designations for: Life Insurance Policies Annuity Contracts IRA accounts Brokerage accounts Retirement plans 401(k) plans SIMPLE Plans POD designations on bank accounts TOD designations on limited partnerships and LLC interests Guardianships/Conservatorships Individual taxation Gift tax returns |
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3521 North University Avenue • Suite 200 • Provo, Utah 84604 • (801) 374-8925