Do I need an estate plan?  Well, let's see...

Do I NEED AN ESTATE PLAN?  Well, let’s see…

Do you have:

  • Minor children

  • Children from a prior relationship

  • Own property

  • Have a bank account

  • An IRA, 401k, 403b or other retirement/pension plan

  • A business interest

  • Assets you wish to protect from potential creditors or litigants

  • A special needs beneficiary

If you have any of the above items, YES you need an estate plan.

Telephone:

American Fork 801.763.9293

 

Heber City 

435.657.5477

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