Estate Planning

Estate Planning in Utah

Estate Planning is necessary to make certain that you and your loved ones are not subject to unnecessary taxes on your accumulated wealth. It is also the process of sparing your loved ones difficult decisions that can come in the event of your illness, incapacity or death.

If done properly, with the help of an experienced estate planner in Utah, it takes an enormous burden from your shoulders, knowing that you have appropriately appointed the proper person for when you are incapable of leading affairs yourself or pass away.

At Tencap Wealth Coaching, our team of local estate planners is dedicated to providing comprehensive estate planning services tailored to Utah’s specific laws and regulations. We understand the intricacies of estate planning in Utah and will work closely with you to develop a personalized estate plan that aligns with your goals and protects your assets.

We want our clients to pass along their wealth or possessions easily and without concern. Efficient estate planning usually consists of a combination of the following:

  • Durable power of attorney (POA): A document in which you appoint someone to act for you. If it is durable that person continues to act for you even if you lose the capacity to make your own decisions. This document is powerful and can be very useful.
  • Will: A basic letter of instruction to the court about what to do with your property after death. A will can do nothing until you are dead and must go through public probate to be executed.
  • Trust: An agreement to hold property for the benefit of another. The law treats a trust as a separate legal “person.” Like a will, a trust can provide provisions for distribution of your assets to loved ones after you die, but without having to go through probate. A revocable trust is a simple, convenient and affordable means of planning and while you are alive you maintain possession and control of your assets.
  • Living will: directs physicians to stop life support that is unnaturally keeping you alive if your condition is terminal. It shifts the burden of decision from the health care professional to you so that your wishes can be followed without delay.
  • Advanced directive: There are many types of advanced directives. We are looking forward to coaching you and identifying which advanced directives will make sense for your situation.

Comprehensive estate planning provides for security without knowing what the future will hold. It protects you and your loved ones from quarrels and disputes, provides a unified plan for legal affairs and can eliminate income taxes for heirs of property. Let the coaches at Tencap walk you through the legal lens of estate planning, as well as personalizing your estate plan for you and your family. We can’t wait to coach you through it all.

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