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American Academy of Estate Planning Attorneys

The American Academy of Estate Planning Attorneys was established in 1992. Mr. Holmgren has been an active member since 1995. Click here to visit his Academy website.

Long Life in Okinawa

Take a moment to watch this video from CNN on the amazing health and long life of Okinawans.

Seinfeld Has An Answer for Everything

In this classic Seinfeld episode, Jerry and Kramer discuss living wills. Although humorous, it makes a great point about the importance of this key document.

 

DocuBank
Utah's New Domestic Asset Protection Trust (DAPT)

Effective May 2013, the DAPT statute (or DAPT law) provides a powerful way to protect assets from various creditors and especially from lawsuits.

CLICK HERE for full, printable article.

3GenFam

Welcome to the Spotlight Site of Randall J Holmgren.

Check back frequently for information on estate and legacy wealth planning, asset protection and wills and trusts.

Hopefully, you'll find articles and resources to better protect your family financial security now and after you're gone.

I'm Tired of the Top 10 Reasons for This and That...
Posted on May. 5, 2016

...And Maybe You're Tired of the “Top 10” Too

So, let’s take a break from that — but we still have to pay attention to the things that Matter Most in our lives — Personal, Family, and Financial Wellness.

Here is my list — based on what I’m seeing and hearing around me, and what my clients are saying is important to them.

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Estate Planning
Our Grandchildren Can Be Priceless - How Much Will Our Help Matter?
Posted on Jan. 5, 2016

GrandsWhen they are tiny newborns, they are cute and cuddly – and innocent and vulnerable.

Then they toddle around and sometimes they say the most amazing things – and sometimes they break a precious vase.

As adolescents, we wonder if they’ll make the right choices – educational, vocational, family and behavioral – and we even worry about it. We made some mistakes. So will they, but we so much want to help them not make BIG mistakes.

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Aging | Estate Planning | Parents
Does Your Unmarried Daughter or Son Have a Will or Trust?
Posted on Aug. 12, 2015

family2Whether you’re the parent reading this, or the unmarried daughter or son, the foregoing question may have been on your mind – or maybe it is now.

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Aging | Parents
A list of 15 important things? No - just one.
Posted on Jun. 10, 2015

Unprepared

 

Whether it is you, your children, your parents, a relative or a close friend, this could be a critical question: “If you die unexpectedly, have you named a Death Beneficiary for your 401(k), IRAs, and other financial accounts?”

I frequently ask new clients that question, and the answer is often “I think so.”

Then I ask, “Do you know who the Beneficiary is?”

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Estate Planning
Does your estate planning include your digital assets? Should it?
Posted on Nov. 1, 2014

Do you have online trading accounts?  Do your banks, credit unions and investment firms send you paperless account statements? Do you use passwords, login names/codes and security questions to access online accounts and other websites?  How about credit card accounts and frequent flier-type accounts?  And what about email accounts (at work or web-based accounts like gmail or hotmail)?

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Estate Planning
When A Child "Borrows" Money From The Parents
Posted on Aug. 25, 2014

How Will That Affect The Rest Of The Family If It Is Not Paid Back? Document Your Intentions.

Parents give or lend money to children for many reasons: to buy a first home, to start a new business, or to help them with a debt or other financial liability that they can’t seem to handle themselves. It is important to consider the impact that the loan or gift will have on the rest of the family when you, the lender, have passed away. Will the family view it as a debt requiring repayment, as a gift to be deducted from the recipient’s inheritance, or as a gift made in addition to the recipient’s inheritance. Documenting your intentions will be very beneficial to family unity and harmony.

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Aging | Estate Planning | Parents
Dispelling Parkinson's Disease Myths
Posted on Apr. 29, 2014

Parkinson's disease is one of the most common adult neurological conditions, affecting an estimated 10 million adults globally. Despite its prevalence and increased awareness through the work of public service campaigns and the efforts of magnates such as Muhammad Ali and Michael J. Fox, the disease is often misunderstood. It is important to be aware of the facts so that you can optimize care and maximize quality of life. Here are some of the most common misconceptions:

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Ideas for Improving Health in 2014
Posted on Feb. 1, 2014

Here are some ideas for improving your overall health this year.

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USA Today Article on Retirement
Posted on Jan. 16, 2014

Check out this informative article by USA Today.

Retirement: 7 scams retirees too often fall for

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A NEW YEAR -- A BUCKET LIST
Posted on Jan. 7, 2014

While New Year's Resolutions often focus on losing weight and saving money, the extra-hours at home this winter may be a good time to create (or update) a "Bucket List" of things we want to do while we still have the time and health.

 

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About Randy

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I help clients prepare for their unexpected death or disability. Using legal documents such as Wills, Trusts, Power of Attorney, LLCs and more, we can ensure that your hard-earned assets go to the right people, at the right time, and in the right way–and are managed by someone who is competent, skilled and trustworthy.

I also help clients identify their non-monetary legacy (values, wisdom, principles, beliefs, life experiences, family name and a commitment to certain charitable causes) and how to effectively pass that legacy on to family and others.

Take time to consider the value of your life to others. Don't miss opportunities to leave a greater legacy than just money.

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