Estate Planning in St. George, UT – Preserving Your Legacy
We know how hard you’ve worked to build your assets throughout your life. These assets are part of your estate, your legacy, and how you have provided for your family. At Barney McKenna & Olmstead, our estate planning attorneys are committed to helping people like you preserve your assets for your loved ones and provide for the special needs of your family members. The firm has estate planning attorneys in St. George, Utah, and Mesquite, Nevada who can help with your plans to transfer assets efficiently to your chosen beneficiaries. Our attorneys also are available for appointments with clients in Hurricane, Cedar City, Panguitch, and Richfield, Utah. Barney McKenna & Olmstead has one of the most successful estate planning practices in this unique area spanning Utah, Nevada, and Arizona. We have been serving clients since 1999 and have the experience and resources to draft estate planning documents that serve your unique circumstances.
You may think that you don’t need an estate plan. Perhaps you don’t think you have enough assets, you don’t have children, or you are comfortable with the intestate succession laws in your state. If you pass away without a will, these intestate succession laws will divide your estate. This means that state law decides who gets what, not you. Most of our estate planning clients are average people looking to protect their legacy for their business or family. Even if you have a small estate, a will or trust, can make clear your wishes to family and loved ones and provide the peace of mind that your affairs are taken care of. Business succession planning is also a part of estate planning and will ensure that the business you worked hard at is passed down according to your wishes and plans.
Whether you need assistance writing a will, need to decide whether a trust might be a better solution for your estate planning needs, or need assistance planning for incapacity with powers of attorney and living wills, the estate planning attorneys in St. George and Mesquite have many years of experience and are here to help you develop an estate plan to suit your needs.
If you’re ready to learn more about your options and start working toward your goals, call Barney McKenna & Olmstead at 435-628-1711.
Estate Planning With Your Goals in Mind
No two families are the same. Families can be complicated and situations change over time. Families can be blended, have special needs, aging loved ones that need more attention as well as our babies and young ones we want to provide for. Proper estate planning can save your family unnecessary litigation and stress after you pass away, it can also possibly reduce your estate tax burden in turn providing more assets for your loved ones. An estate planning attorney can also assist you with end-of-life planning. If you or someone you love has a terminal illness or progressive disease, proper planning is essential. An estate planning law firm can put in place powers of attorney, health care directives, or a living will that offers guidance for your loved ones regarding your choices for medical care. Proper end-of-life planning also includes provision for how loved ones and family members can help manage your financial affairs should you become too ill to make decisions for yourself. Planning for your possible incapacity whether related to Alzheimer’s, dementia, accident or illness is part of an overall sound estate plan.
One of our main areas of focus is ensuring the flexibility and adaptability of your estate plan. As your family may evolve and change over the years, so too may their needs. The plan we create together can easily be adapted to respond to family changes, new inheritance laws, a desire for charitable giving and other situations.
Our team provides a wide range of estate planning services to the people of St. George, Utah, and Mesquite, Nevada, as well as our neighbors in Arizona. Some of our attorneys travel to the outlying areas of Hurricane, Cedar City, Panguitch and Richfield to meet with Utah clients. Our attorneys are licensed in Utah, Nevada, Arizona, Washington and California and provide some of the following services to clients:
- Revocable and irrevocable trusts
- Special needs trusts
- Asset protection trusts
- Tax savings strategies
- Business succession planning
- Guardianships, conservatorships and elder law
- Fiduciary appointments
- Retirement planning
- Financial and healthcare power of attorney
- Trust Administration
- Estate litigation including will contests or trust disputes
- Lifetime gift planning and charitable donations
- Comprehensive estate planning designed to meet your needs
- Business Succession Planning
Meeting Your Needs Across the Legal Spectrum
Barney McKenna & Olmstead is here to address all of your estate planning needs and especially when those needs incorporate areas of law dealing with your business and real estate. Many people want to integrate business succession plans into their estate planning. Our team includes corporate law attorneys and real estate attorneys who can also provide advice in managing these areas of an overall estate plan.
Your estate plan may involve working with a wide range of experts and advisors, and we’re happy to work alongside your other advisors to ensure that your estate plan meets its objectives. In the past, we’ve worked with financial planners, investment advisors, insurance agents, and outside attorneys. Your estate plan is closely intertwined with your financial well-being and financial affairs, and a well-equipped team can ensure that all of those components work together.
Estate Litigation Lawyers in St. George, UT
When disputes arise after a loved one’s death, it can be hard for family members to protect themselves legally—especially when they are grieving. Our team of estate and trust litigation lawyers can help. We fully believe that the best protection against unnecessary litigation is a comprehensive estate plan that addresses all potential concerns, but should issues arise, we’re here to help.
If a family member has disputed a loved one’s will or someone is threatening litigation against a beneficiary or executor, the time to act is now. These issues can drain the estate’s funds if they drag on too long, and you want to take swift action to protect your loved one’s legacy.
A thorough estate plan will also cover what your wishes are should you become incapacitated and unable to act on your own behalf. If you become comatose or can’t communicate your wishes, you want someone in place ahead of time to handle your financial matters while you’re unable to do so. These are very personal choices as to the types of lifesaving care you do, and do not, wish to receive. Whether or not you recover, it’s crucial to ensure that your wishes are respected and your assets are protected. Our attorneys in St. George, UT and Mesquite, NV are ready to assist you with setting forth these instructions on your behalf in a comprehensive estate plan tailored specifically for you.
Secure Your Estate Planning Goals Now With Barney McKenna & Olmstead
We offer convenient appointments close to your home and business at our offices in St. George, Utah, with satellite offices in Hurricane, Cedar City, Panguitch and Richfield, along with our office in Mesquite, Nevada also serving our neighbors in the Beaver Dam and Littlefield areas of Arizona, Our attorneys are licensed in Utah, Nevada, Arizona, Washington, and California. Whether you need to start your estate plan, make some amendments due to changes in family circumstances, or do a complete overhaul, let’s talk. Contact us online or call us at 435-628-1711.