Rowe & Walton PC

Category: Estate Planning

Don’t Wait To Create An Estate Plan

Don’t Wait To Create An Estate Plan

Too often, people put off estate planning for fear of the inevitable death. It’s hard to set aside the time to plan, but not planning leaves much more pressure and stress on your family. Sometimes adding a professional attorney to the conversation can help your parents or loved ones become serious about setting up the

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What Is A Small Estate Affidavit And When Is It Used?

What Is A Small Estate Affidavit And When Is It Used?

A small estate affidavit is a document that can be used to settle an estate without going through probate. The affidavit transfers ownership of the deceased person’s assets to their heirs or beneficiaries. A small estate affidavit value must be less than a certain amount set by state law. In Utah, that amount is anything

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Common Types of Trust Disputes

Common Types of Trust Disputes

It is not uncommon for trusts to become the subject of disputes. Trustees may have disagreements with beneficiaries or other interested parties about how they should be managed or what distributions should be made. In some cases, these disputes can lead to litigation. There are several common causes of trust disputes. One is a disagreement

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ESTATE PLANNING: Are you Prepared?

ESTATE PLANNING: Are you Prepared?

It appears that the COVID-19 pandemic is not going away any time soon!  Now, more than ever, these three basic estate planning tools should be in everyone’s preparedness kit. Trust or Will:  A trust instructs how your assets are managed during your lifetime and distributed upon death. A will states how your assets are distributed

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