Estate Planning, Elder Law & VA Planning
Securing your legacy, protecting assets from long-term care costs, and planning for comprehensive veteran benefits in Utah.
Foundation of Your Financial Future
Your estate plan is more than just a will; it is a complete strategy for asset management, tax efficiency, and family peace. We build plans that last.
- Wills
- The foundation of your estate plan to ensure the proper distribution of your assets, appointment of guardians for minor children, and designation of executors to manage your estate.
- Trusts
- Drafting and executing Revocable Living Trusts, and Irrevocable Trusts tailored to minimize probate and maximize family inheritance.
- Incapacity Documents
- Comprehensive Powers of Attorney (Financial and Medical), Living Wills (Advance Directives), and HIPAA authorizations to ensure your decisions are honored if you become incapacitated.
- Asset Titling and Funding
- Guidance on correctly titling your assets and funding your trusts to guarantee the plan works as intended, avoiding unforeseen court intervention or challenges.
Specialized Elder & Veteran Planning
We help clients preserve their assets while navigating the complex eligibility rules for government assistance programs.
Elder Law & Medicaid Planning
Strategic planning to protect assets from the devastating costs of long-term care and nursing home expenses. We advise on Medicaid eligibility, spend-down strategies, and legal tools to ensure the preservation of your family's inheritance while securing necessary care.
- Medicaid Look-Back Rules
- Asset Protection Trusts
- Crisis Planning vs. Advance Planning
VA Benefits Planning (Aid & Attendance)
Assistance for veterans and surviving spouses in navigating the complex eligibility requirements for VA benefits, particularly the **Aid and Attendance** program, to help pay for home health care, assisted living, or nursing home care.
- Eligibility Requirements
- Pension Planning
- Coordination with Medicaid