financial planning: What Is a Qualified Retirement Account? And Why It’s Often the Most Overlooked Part of Your Estate Plan
- 10/29/25 03:37 PM
What Is a Qualified Retirement Account? And Why It’s Often the Most Overlooked Part of Your Estate Plan Part One of a Three-Part Series on Estate Planning with Your Qualified Retirement Plan SALT LAKE CITY, UT - You’re at a family barbecue, flipping burgers, when your brother corners you with a question: “Hey, I just rolled over my 401(k) into an IRA. That’s good, right? But what happens to it when I die?” You pause, spatula mid-air, and realize your brother’s not alone—most people have no idea what happens to their retirement accounts when they’re gone. So let’s break it down. What Is a Qualified Retirement Account? A … (1 comments)
financial planning: Should You Get Rid of Your AB Trust? Not So Fast.
- 09/01/25 10:09 AM
Should You Get Rid of Your AB Trust? Not So Fast. Salt Lake City, Utah - If you’ve met with an estate planning attorney recently, there’s a good chance you’ve heard this advice: “You don’t need an AB Trust anymore.” And on the surface, it sounds convincing. After all, many attorneys believe AB Trusts are outdated because of recent tax law changes. They’ll tell you the structure can create unnecessary capital gains tax problems — and that may be true if the trust isn’t designed properly. But here’s the thing most attorneys don’t explain: for many families — especially blended families — an AB … (1 comments)
What Is a Qualified Retirement Account? And Why It’s Often the
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