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Uncategorized

10 June

Asset Protection & Tax Planning in 2026

Uncategorized, June 10, 2026

You worked hard for what you have. The goal here is simple — keep more of it in your family’s hands, and out of reach of taxes, lawsuits, and bad luck. Protecting what you’ve built Life throws curveballs. A business dispute, a car accident, a creditor, a divorce in the family — any one of these can put your savings at risk. Asset protection means setting things up ahead of time, so a single bad event doesn’t undo years of work. There’s no one-size-fits-all tool. The right plan depends on what you own, what you do for a living, and.

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27 July

Your original will: Does your family know where to locate it?

Estate Planning, Marianne Ludlow, Uncategorized, Wills and Trusts, July 27, 2018

In a world that’s increasingly paperless, you’re likely becoming accustomed to conducting a variety of transactions digitally. But when it comes to your last will and testament, only an original, signed document will do. A photocopy isn’t good enough Many people mistakenly believe that a photocopy of a signed will is sufficient. In fact, if a probate is necessary, Utah requires that a deceased’s original will be filed with the probate court. If your family or executor can’t find your original will, there’s a presumption that you destroyed it with the intent to revoke it. That means the court will generally.

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17 March

How Estate Planning Can Benefit You While You Are Alive

Estate Planning, Uncategorized, March 17, 2018

A common misconception is that estate planning equates to death planning. But planning for what happens after you die is only one piece of an estate plan. Just as important is making a plan for what happens if you become incapacitated during your lifetime. If it’s been a few years since you did your planning or if you’ve had any significant changes in your family or financial circumstances, it’s time to come in and make sure your incapacity plan is up to date. Avoiding Time-Consuming and Costly Guardianship or Conservatorship Proceedings Without a comprehensive incapacity plan in place, a judge.

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Recent Posts

  • Asset Protection & Tax Planning in 2026
  • Should You Talk With Your Family about Your Estate Plan
  • Can a Community Property Trust Save You Taxes

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Securing Your Future, Family and Business

Marianne Ludlow and Shawna Doughman  serve clients in the greater Utah and Salt Lake County areas, including Lehi, Highland, Alpine, American Fork, Orem, Draper, Sandy, Riverton, South Jordon,  and Salt Lake City.

If you need estate planning or business planning help, we are ready to serve.

Recent Posts

  • Asset Protection & Tax Planning in 2026
  • Should You Talk With Your Family about Your Estate Plan
  • Can a Community Property Trust Save You Taxes

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Lehi Office:

2901 Ashton Boulevard, Suite 210
Lehi, Utah 84043

Salt Lake City Office:

201 S Main St #1800,
Salt Lake City, UT 84111

Contact Us

CALL:  (801) 407-6538

EMAIL:  [email protected]

 

 

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  • Home
  • Our Services
    • Asset Protection and Tax Planning
    • Estate Planning (Wills, Trusts & Tax Planning)
    • Estate Plan Reviews
    • Planning for Minor Children
    • Business Planning
    • Estate and Trust Administration
  • About Us
    • Why We Are Different
    • Meet Our Team
    • Our Location
    • Our Story
  • FAQs
  • Blog
  • Testimonials
  • Contact Us