Vincenza Vicari-Bentley, AFC, Empowering Financial Wellness Program Coordinator

When you read the word “estate” in estate planning, are you thinking only wealthy people need that?

The reality of estate planning is that when you own anything of value, you have an estate- and it’s so important to have a plan in place for it after you pass on. Planning for the worst is actually the best way to protect yourself, the people you love and your valuables. Having an estate plan gives you control over protecting your property and possessions and distributing them after your death so they support heirs and your beneficiaries the way YOU want them to.

Your estate plan also protects you.  What if you became temporarily incapacitated? Who would handle your affairs? Who would manage your healthcare if you were physically unable to make those decisions? All these decisions can be made as part of your estate plan. 

We just launched a free new toolkit that can help you take the initial steps necessary to make your own plan.  Click HERE to access the Estate Planning Toolkit: A beginner's guide to estate planning in Utah.  

What better way to say “I love you” during the month of Valentine’s!

Got the spring fever itch to freshen up, tidy, and de-junk? The obvious list includes the garage, gutters and pantry but don’t overlook your personal financial records. Below are five simple guidelines and links to further resources to make this process painless each year. TIP: Set aside time include your spouse and/or children in this process. It is a great teaching opportunity for kids.