When someone becomes incapacitated or passes away, you may find yourself in charge of administering a trust, or the decedent’s estate. You may have been nominated as successor trustee through a Trust, the personal representative (executor) through a Will, or the court may have appointed you to administer the estate. Here are a few important…
Details2018 Scout Expo Encourages A Love For Scouting The 2018 Dixie Scout Expo Card sales kicked off this week with a great deal of excitement. The Expo is being held on Saturday, February 24, from 9:00 a.m. to 2:00 p.m. at the Dixie Convention Center. Expo Cards are being sold as a fundraiser for local…
DetailsThe St. George Chapter of the BYU Management Society welcomes Bob Williams as their featured speaker for the January 18 luncheon held and the St. George Courtyard Marriott. Since April of 2014, Bob Williams is the publisher of the Daily Herald and heraldextra.com. Previously, he had been publisher of The Southern Illinoisan in Carbondale, IL,…
DetailsSt. George, UT, January 2018 — On Friday, March 2, 2018 Dixie Foundation will hold its 14th annual Fire & Ice Gala funding need based scholarships for Dixie State University students. The funds raised by the Fire & Ice Gala allow students with financial restraints an opportunity to attend Dixie State University. This year’s Gala will have a Wizard…
Details“Are there any problems with including my adult child on a deed as a joint tenant holder so the child receives the real estate at my death?” “Are there any problems with providing a deed to a child with instructions not to record the deed until death?” “What if I just deed my real estate…
DetailsMy children are irresponsible with money. What can I do to ensure they will not waste their inheritance? You worked hard all your life, lived frugally, saved money and invested wisely. As you start the estate planning process, you may have concerns related to your children’s ability to manage money. You may worry that providing…
DetailsASK TOM: Are prenuptial agreements really necessary? You are getting married — for the second time. While everyone is congratulating you on finding love again, your children are encouraging you to complete a prenuptial agreement. Why are your children so concerned about your new life? Are they overreacting? Most children who have experienced a parent…
DetailsMost of us have a basic understanding of Wills and Probate but sometimes that knowledge is as basic as Wills are good, Probate is bad. While there is some validity to that thought process, here are a few misconceptions: If I die without a will, the probate process will take years. The probate process, while…
DetailsThis is another great question that we get all the time. Starting to plan your estate can be a daunting, and even emotional, process. Many people avoid thinking or talking about anything that reminds them they are not 18 anymore. Because our eventual date with death is inevitable, and we never quite know when it…
DetailsWhat Do I Need To Know About Estate Planning In A Second Marriage? We all know someone who is in a second marriage and many of us are in a second marriage. Second marriages can be exciting and fulfilling while at the same time present special planning challenges. A second marriage may include his children,…
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