Estate Planning Services

A properly prepared estate plan is essential for creating peace of mind, preventing family strife, ensuring your assets are safe, and avoiding needless governmental taxation. At Spaulding Law we take a personalized approach to estate planning to ensure you receive a customized estate plan that fits your specific needs. When a loved one passes, we have the knowledge and experience to help you navigate your legal responsibilities through that difficult time. We are here to assist with any and all estate planning, asset protection, Medicaid planning, probate, and trust administration needs.

Contrary to popular belief, estate plans are NOT just for the wealthy. In fact, many of our estate clients are hard-working, middle-class, “regular people.” If you have a home (even if you haven’t paid it off), have over $100,000 in assets, OR have minor children, you absolutely need an estate plan. If you own a business, or plan on starting a business, a proper estate plan is critical to protecting it and ensuring your wishes are carried out should you become incapacitated or pass away.

It may seem obvious, but it’s vital that your estate planning attorney truly understands the ins and outs of effective estate planning. Estate planning law is filled with many potentially dangerous, hidden traps and pitfalls that can result in severe tax consequences and legal problems for you and your children. Many attorneys are willing to sell you an estate plan even though they don't have the proper knowledge or experience to understand it themselves. Spaulding Law employs truly exceptional and knowledgeable attorneys with the experience to assist you with your Utah, Colorado, Arizona and Wyoming based estate plan. Our attorneys will also explain your estate plan in a way that you will understand.

There are many ways to set up your personalized estate plan, but we recommend beginning your estate plan with a properly prepared Will, Revocable Living Trust, Power of Attorney, and Advanced Health Care Directive. There are many other useful documents and tools that we can use to protect you and your assets from various taxes and other liabilities, including irrevocable trusts, asset protection trusts, special needs trusts, gun trusts, family LLCs, family partnerships, family cabin LLCs, irrevocable life insurance trusts, and more.

When we help you with your estate plan, we will look for ways to protect your assets from the following:

  • Estate and gift taxes
  • Probate
  • Long term care costs
  • Conservatorship and guardianship
  • Lawsuits and creditors (including possible future bankruptcy and/or divorce)
  • Vulnerable beneficiaries (such as children with disabilities, addictions, marital, legal, or financial troubles)

We know our clients lead busy lives, and some clients simply have limitations on their ability to travel. Our offices are all ADA compliant, but we are happy to meet you at your home or office, in the evenings or on weekends. Let us know how we can serve you!