Planning your estate is one of the best things you can do for your family. Estate planning will help make sure your family doesn’t end up paying into the billions of dollars in estates taxes collected by the IRS every year. When people neglect to do any estate planning before their death, their family will end up paying much more estate tax than was truly necessary. This can leave a financial burden on the family that could have been entirely avoided with the help of our certified financial planner in Utah.

Estate planning is about more than creating a will; it’s about making sure your wishes are carried out after your death. We use a 10-step process of estate planning that covers everything from your beneficiaries to your health care directives and more. Our certified financial planner in Utah will walk you through the planning process and make it as simple as possible, and helping you get important paperwork organized and filed so you can be assured your wishes will be carried out after your death.

Unfortunately, death is inevitable for all of us. But you can take control over what happens to your estate after you die. Call us today and make an appointment to get started with our estate planning services. We’ve been in business for over 20 years, serving the Salt Lake City area and beyond. We’re ready to work with you, too, and help you prepare your estate. Get in touch with us today to set up an appointment!