Using Utah Trust Funds To Purchase A Home
As interest rates rise, more children of high-net-worth families are likely to tap into their trust funds to buy a […]
Entries by Bruce Shand
Debts And Death in Utah – What You Should Know
Coping with the death of a loved one is difficult enough without the added pressure of creditors calling you to […]
Talking To Your Adult Children About Your Finances
Talking to your adult kids about your finances and how you plan to divvy up your money after your death […]
Planning In Advance For Your Utah Advance Health Care Directive
Nancy Wagner, a social worker at Monmouth Medical Center in Long Branch, N.J., encounters this frustration at least once a […]
Your Utah Medicare Enrollment Clock Is Ticking
If you are covered by Medicare Part D and are not on an employer or group plan, this is critical […]
Caregiving Challenges Of Blended Families in Utah
Every year, nearly a half-million adults over age 65 remarry, and a growing proportion of these spouses — usually the […]
Donor-Advised Funds – Convenient Giving Tool for Utah
Selecting a charity that will use your money wisely and effectively isn’t easy, particularly during this hectic time of year. […]
Medicaid Dilemma – Sell Or Keep Your Utah Home?
My mother went from private pay to Medicaid pay in her nursing home January 1, 2013. She now has zero […]
Think of a Utah Trust– Not Just For The Well-To-Do
When most people think about trust funds, they envision spoiled rich kids and wealthy families trying to dodge taxes on […]
Interesting Indexing – The Estate And Gift Tax Exemption in Utah
As many estate planners anticipated, the Internal Revenue Service has raised the limit on tax-free transfers during life or at […]
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
