Estate planning

You spent real time and real money building an estate plan. Your will is signed. Maybe you even have a trust. You feel good about it — and you should. But…

Starting January 1, 2026, Utah adopted the Uniform Health-Care Decisions Act (Utah Code § 75A-9-101 et seq.), replacing the previous advance directive fram…

Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their family and ensure their wishes are honored. Whether you’re a new pare…

Here’s something most people don’t realize until it’s too late: when you pass away, your family might not be able to access your bank accounts, sell your h…

Quick question: If something happened to you tomorrow, would your family be able to access your email? Your photos stored in the cloud? Your cryptocurrency? Your social media accounts? For most people, the honest answer is no. And that’s a problem. We live increasingly digital lives. Yet when it comes to estate planning, most of

Here’s a question every parent needs to answer: If something happened to you and your spouse tomorrow, who would raise your children? It’s not a comfortable thing to think about. But it might be the most important decision you make as a parent—and if you don’t make it yourself, a court will make it for

Learn why estate planning matters even in your 20s and 30s, and which key documents can protect you, your family, and your future decisions.

Would your family know where to find your important documents if something happened to you? Learn how proper organization protects your loved ones and complements your estate plan.

Choosing the right business structure affects everything from personal liability to taxes to growth potential. Learn about sole proprietorships, partnerships, LLCs, and corporations to find the best fit for your Utah or Arizona business.

Guest Post by Carl Woolston, CFP®, ChFC®, Thrive Retirement Planning Why Coordinating Your Estate Plan and Retirement Plan Brings Peace of Mind You’ve worked hard to build your financial life — decades of saving, investing, and planning for retirement. You’ve put strategies in place to minimize taxes, maximize income, and make your money last. But