Legacy Estate Advisors serves Individuals, Families and Businesses across Utah with
Comprehensive, Thoughtful and Highly Personalized Estate Planning Services.
We are dedicated to your success. We serve you by first listening closely to your goals, dreams and concerns. We then work closely with you to develop superior plans that reflect your unique situation.
Our firm never bills by the hour. All our services are on a "flat-fee" basis, meaning you always know exactly how much your plan will cost before you hire us, with never any unpleasant surprises. You don't pay until you decide what needs to be done and we both agree on a fair price for doing it.
Why not come in for a free review?
Call us at 801-342-9275
Our offices are conveniently located in the Jamestown area of Provo, with satellite offices in Salt Lake City and St. George.
Before you go to any "free consultations" do yourself a favor and get my free guidebooks,
The 7 Deadly Estate Planning Sins that Will Sabotage Your Family's Legacy
(UN)Armed Robbery: How the States and the IRS are Planning
to Triple-Tax Your Retirement Savings
Offer limited to non-attorney Utah residents who are seeking an estate planning attorney.
No cost--no obligation--just quality information.
Privacy Statement: Your submission is confidential.
We value your privacy and don't give your information to anyone.
Important Tax and Estate Planning News
Learning from Jackson's Estate Planning
Woman Junks $1 Million Mattress
(so much for the safety of a mattress!)
CNN: How to Avoid the 'Death Tax'
President Obama's budget resurrects the 'Death Tax'
President Obama plans to keep the estate tax
Utah State Bar Estate Planning Section
Helpful forms and brochures relating to estate planning.
Utah Advance Medical Directives
PDF form for living wills and medical powers of attorney. This form is presumed valid in Utah and everyone should have a signed copy.
Utah State Courts Estate Planning
Utah Courts self help site. Especially helpful for understanding the Utah
Utah State Bar Association
General Utah State Bar Association website. Helpful information relating
to the practice of law and attorney governance.
Internal Revenue Service
Official IRS site - forms, tables, contact information etc.
IRA Planning Information
Planning with IRAs can be complicated and should be done carefully. Here are some places to get started if you want to do it yourself.
IRS tables for calculating your Required Minimum Distribution from IRA and other retirement accounts. For those age 70.5 and older or those with inherited IRA accounts.
Time Value of Money Calculator
A favorite TVM calculator. Simple to use and understand.
Bank of Utah Trust Services
Many people who don't consider using a bank trustee should do so...
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86 North 3400 West, Bldg C, Ste 101, Hurricane, UT 84737, USA