Close Menu
Barney McKenna & Olmstead, P.C.
Schedule Your Consultation Today
435-628-1711 Southern Utah
702-346-3100 Mesquite

Tag Archives: Lifetime Planning


Preparing for the Storms of Life

By Barney McKenna & Olmstead |

Many people think an estate plan only involves drafting a document before you die. An equally important part of an estate plan should include what happens to you and your assets while you are living.


Better Estate Planning

By Barney McKenna & Olmstead |

An effective estate plan has many benefits and involves recognizing four challenges: death, outliving resources, emergencies, and mental or physical disability.


How To: Lifetime Gifts

By Barney McKenna & Olmstead |

It may be better to give than to receive but, careful examination of both personal and tax considerations should be made before embarking on a course of lifetime gift giving.


What is a Beneficiary Designation?

By Barney McKenna & Olmstead |

Beneficiary designations are contracts generally not governed by a will or trust such as life insurance policies, annuity contracts, IRAs, and other retirement plans.

planning for incapacity

Planning for Incapacity

By Barney McKenna & Olmstead |

In doing estate planning, it is essential to plan not only for death — but for life.