Six Steps To Estate Planning In Bountiful, UT

estate planning with an advisor

Did you know that the Covid-19 pandemic increased the overall U.S. awareness of the need to have a will, living trust, or other similar end-of-life document, prepared? According to an August 2022 survey from (senior living referral service):  50% think estate planning is somewhat important 33% have these plans in place 67% are leaving […]

What Is An Estate Plan And Why Do I Need One?

elderly couple talking to advisor

When you think of the most precious memories and treasured items of your loved ones, what comes to mind? Whether it was quality time spent with family members, the family farm, or a pocket watch of your great-great grandfather, passing along your most valuable items matters. Even if it might not feel like a top […]