CPA at Law

There are many software options that assist with the creation of an estate plan. Trust & Will is one such service, but there are many o...

The Utah Division of Corporations is a good-faith filing office, which essentially means that almost anyone with a Utah-ID account who logs ...

Pursuant to S.B. 206 (2025) - Estate Planning Amendments , Utah became the thirty-seventh state to statutorily authorize decanting a trust....

In the estate planning context, the most important implication of owning property in joint tenancy with another person is the fact that the ...

In a prior post , I discussed the Utah Advance Health Care Directive Act, which established rules for individuals designating an agent to ma...

As I discussed in a prior post , most states allow title to certain property to be transferred by sworn affidavit, without the need for any ...

In a prior post, I discussed Utah's adoption of the Uniform Power of Attorney Act. The Act is still in place but, pursuant to S.B. 79  ...