Going Back To Basics
Recent tax law changes are turning traditional estate planning on its head. Indeed, moves long considered savvy–for example, aggressively shifting […]
Entries by Bruce Shand
The Utah Boomer Inheritance Boomerang
For heirs, the emotions that come with sudden wealth can be a mix of guilt, loss, anger, regret, relief and […]
Unequal Utah Inheritances – Handle With Care
Advisors say it doesn’t happen often, but parents who divide their assets unevenly are playing with fire. That said, there […]
Planning Your Utah Family Business Legacy
These two experiences taught me a lesson about family businesses. Making a family business a family legacy takes planning and […]
Utah Wills And Trusts: Do You Need One Or Both?
The question that many Americans want answered is: is a will or trust best for retirees? There are simple solutions […]
Approach A Utah Inheritance With Careful Consideration
You may need to take some initial measures to protect your new wealth, but don’t jump into making big decisions […]
Multi-Generational Living: Who Owns The Utah Home?
Multi-generational living arrangements present legal and financial challenges around home ownership. The family home is that special place where the […]
A Family Loan Vs. A Family Gift
Be prepared to demonstrate that the loan is legitimate, and that repayments are being made regularly. This documentation can also […]
Business Succession Through Employees in Utah
The 1974 ESOP law and later amendments were designed to encourage employee ownership. Company founders who initially sell just part […]
Ethical Wills And The Transfer Of Utah Legacies
What is an ethical will? Think of your will as providing the legally-binding “how” when it comes to your estate […]
A Utah Medicaid Primer 101February 24, 2015 - 9:50 pm
Easing Into The Subject Of Conservation EasementsFebruary 24, 2015 - 9:49 pm
State Estate Tax in Utah?February 24, 2015 - 9:43 pm
Utah POD as a Estate Planning Tool- When PODs Go BADFebruary 24, 2015 - 9:37 pm
Utah Estate Planning Gotchas During a DivorceFebruary 24, 2015 - 8:42 pm
Ruling by Supreme Court Changes IRA SafetyFebruary 24, 2015 - 8:39 pm
Appealing Denial Of Your Utah Medicare Treatment by Medicare...February 24, 2015 - 8:26 pm
Blended Utah Family Estate Planning ChallengesFebruary 24, 2015 - 8:16 pm
Growing Old – The Golden Years Aren’t What They Are...February 24, 2015 - 7:42 pm
When Wills Don’t Work (And Sometimes Why). Properly Titling...February 24, 2015 - 7:39 pm
If You Can Dream It, You Can Do It … Unless the Utah...February 4, 2015 - 8:44 pm
Samsung Chairman’s Estate Sparks Tax QuestionsFebruary 4, 2015 - 8:48 pm
New Developments in Digital Estate PlanningFebruary 4, 2015 - 8:58 pm
Heirs vs. Credit Card Debt – Who Gets Paid First in...February 4, 2015 - 9:02 pm
- A Utah Medicaid Primer 101February 24, 2015 - 9:50 pm
- Easing Into The Subject Of Conservation EasementsFebruary 24, 2015 - 9:49 pm
- State Estate Tax in Utah?February 24, 2015 - 9:43 pm
- Utah POD as a Estate Planning Tool- When PODs Go BADFebruary 24, 2015 - 9:37 pm
- Utah Estate Planning Gotchas During a DivorceFebruary 24, 2015 - 8:42 pm
- Ruling by Supreme Court Changes IRA SafetyFebruary 24, 2015 - 8:39 pm
- Appealing Denial Of Your Utah Medicare Treatment by Medicare...February 24, 2015 - 8:26 pm
- Blended Utah Family Estate Planning ChallengesFebruary 24, 2015 - 8:16 pm
- Growing Old – The Golden Years Aren’t What They Are...February 24, 2015 - 7:42 pm
- When Wills Don’t Work (And Sometimes Why). Properly Titling...February 24, 2015 - 7:39 pm
Bruce W. Shand
Attorney at Law
1111 East Brickyard Rd., Suite 206 Salt Lake City, UT 84106
Phone: 801-895-4670
Email: bruce@shandelderlaw.com
