Jones Waldo Holbrook & McDonough, PC | Salt Lake City Estate Planning Attorneys

ESTATE PLANNING & ASSET-PROTECTION PLANNING ATTORNEY IN THESE UTAH LOCATIONS:

SALT LAKE CITY, PROVO, OREM, OGDEN, PARK CITY, CEDAR CITY AND ST. GEORGE.

HELPING FAMILIES PRESERVE THEIR WEALTH DURING AND AFTER THEIR LIFETIME

Thank you for visiting the Estate Planning Information Center for Salt Lake City, Utah, brought to you by Randall (Randy) J Holmgren of the Jones Waldo law firm in Salt Lake City, UT. Randy is an Estate Planning & Asset-Protection attorney based in Salt Lake City, UT. His entire experience and focus is to provide residents of Salt Lake City and surrounding areas with quality estate planning and asset-protection resources.

Asset Protection & Business Planning

As more Americans become entrepreneurs, they discover that wise business planning is essential to their success today and their financial security tomorrow. Our law firm can help you achieve your goals, whether your business is a one-person operation or one striving for a place on the Fortune 500 list.

Creating a Buy-Sell agreement can help you achieve tax advantages and control with respect to your family business. Equally important is the peace of mind you’ll gain when you know your children will be well provided for and your legacy will be passed on in a highly structured and cost-efficient way.

A strategy that can help you meet such diverse goals as estate planning and protection from lawsuits, the Family Limited Partnership may be something you should consider. We will help you determine if it’s right for your business and family.

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Estate Planning Services

Estate planning is the creation of a definite plan for managing your wealth while you’re alive and distributing it after your death. These assets may be owned by you separately or jointly with others.

Estate planning is the preservation and the distribution of your assets, both during your life and upon your death. It is accomplishing your personal and family goals and easing the management of your financial and legal affairs, as well as minimizing taxes if your estate is large enough for taxes to be of concern. When we talk about an estate, we mean all assets of any value that you own, including real property, business interests, investments, insurance proceeds, personal property and even your personal effects. An “estate plan,” generally, refers to the means by which your estate is passed on to your loved ones on your death. Estate planning can be accomplished through a variety of methods, including:

Retirement: It’s not Just About the Money

May 1, 2018 Estate Planning, Legal Education

Many factors go into retirement decisions. This article examines some of those factors. Being financially prepared is one aspect. Having your estate

Estate-Tax “Portability” — Oasis or Mirage for Larger Estates?

March 19, 2015 General

The "portability" clause in the new tax law (Dec 2010) may be more of a mirage than an oasis. Here's the basic concept. Spouse dies and doesn't

Are Your Lifestyle Choices Affecting Your Happiness?

May 8, 2013 General

What is the key to a long and happy life? There seems to be no single answer but evidence does support a number of lifestyle behaviors that can

“Happy to 102”

November 11, 2011 General

I'm reading "Happy to 102" by Kathy and James Johnson, and Lily Sarafan. They are senior-care industry advocates in Palo Alto, CA. The Johnsons hold

Pet Trusts Gaining in Popularity

October 3, 2011 General

When people think of a pet Trust for their pet, they might imagine Leona Helmsley’s pet Maltese named Trouble drinking Perrier from a crystal bowl in

Is Utah Next for Devastating Natural Disaster?

September 1, 2011 General

We may not be facing a hurricane any time soon, but the bizarre earthquake that hit the east coast two weeks ago should have Utahans thinking about