Estate Planning

ESTATE PLANNING is the process of passing your heritage onto others. Whether through hard work, inheritance or a combination of lifetime events, you have something to bequeath. This includes values you hold dearly, legacy, and of course financial assets. By failing to properly plan for these events, you stand to lose your accumulated assets to the Internal Revenue Service or the Utah State Tax Commission.

Leave a Reply

Your email address will not be published. Required fields are marked *