Prepare for Tomorrow
At Tingey Ballstaedt Finlay, planning and being prepared is our business. We help you put the essential elements of a comprehensive estate plan in place, offering you and your loved ones security and peace of mind.
Don’t spend another day wishing you had a plan protecting your family and preserving your estate is too important to leave to chance.
Elements of a Comprehensive Estate Plan
We custom-tailor each estate plan to fit your unique personal and financial situation. Our plans typically include the following essential components:
- Financial Power of Attorney
- Advance Health Care Directive
- Last Will and Testament
- Revocable Trust
- Charitable Giving
- Asset Protection
- Estate Tax Planning
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Special Needs Planning
Last Will and Testament
A last will and testament is a legal document that communicates your wishes regarding assets, dependents, and heirs. Your will allows you to:
- Appoint a personal representative (executor)
- Nominate a guardian or conservator for minors
- Specify the distribution of your assets
- State who will inherit your possessions
Without a will, your property will be distributed according to Utah’s intestacy laws. Let us help you create last will and testament documents tailored to your situation and get them notarized.
Revocable Trust
A revocable trust is an effective tool that helps you manage and distribute your estate efficiently, often outside of probate. It provides flexibility, privacy, and control over asset distribution during your lifetime and after death.
Financial Power of Attorney
A Financial Power of Attorney gives a trusted person authority to handle your financial affairs if you become incapacitated. This ensures your bills are paid, your finances remain protected, and your matters are managed without disruption.
Advance Health Care Directive
An Advance Health Care Directive communicates your health care preferences if you are unable to decide for yourself. It allows you to designate an agent to make medical decisions consistent with your wishes, giving your loved ones clarity and peace of mind in difficult times.
Guardianship and Conservatorship Planning
Guardianship allows someone to make personal decisions for another, while conservatorship relates to managing financial matters for someone unable to do so on their own. Proper planning in your estate documents ensures your chosen individuals can act quickly and effectively if needed.
Charitable Giving
We integrate charitable giving strategies into your estate plan so you can support the causes that matter to you, while potentially reducing estate taxes and creating a legacy beyond your family.
Special Needs Planning
Protect your loved ones with disabilities by implementing special needs planning, such as supplemental needs trusts, which allow you to provide for their care without jeopardizing eligibility for government benefits.
Estate Tax Planning
Our attorneys use advanced estate tax planning techniques such as:
Why Choose Tingey Ballstaedt Finlay?
Why Trusted Guidance Matters
Your wishes deserve thorough, professional attention. We ensure that your estate plan is comprehensive, up-to-date, and personalized to you and your loved ones.
Contact us today to discuss your estate planning goals and safeguard your family’s future.