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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.

Volunteering Benefits the Giver and the Receiver
Posted on Jul. 25, 2012

While the recipients of donated time, service and money most always benefit from it, the donors benefit too.  Not only do you feel a sense of accomplishment, but you may also realize:

Improvement to your overall well-being. People who volunteer have increased longevity rates, greater functional ability and lower rates of depression.

The development of new skills. If you want to learn a new skill, many charitable organizations will teach and train you.

Tax deductions. While donations of time are not tax deductible, donations of money are– as well as your travel expenses, parking and mileage incurred in donating or volunteering time and service.

New relationships. People you help or serve with will come from outside your normal profes­sional and personal circles.  I’ve met many interesting people through various charitable organizations that I’ve been affiliated with– and not just members of boards or committees.  In one instance, I got to know people who had been on the brink of taking their own life– homeless and void of hope.  Through a charitable organization that existed to help its participants learn basic job skills, and then place them with companies willing to give them a chance, I saw miraculous examples of lives that were saved. Many of these individuals are now contributing to society and giving back. These people have inspired me and softened my heart in many ways and on many occasions.

Stronger ties in your community. Volunteers are like a glue that bonds a community, builds relationships, and creates a safer, more vibrant society.

If you’re hesitant, you can always start small. Spend an hour or two a week reading to children at the library. Whatever you choose to do, rest assured you will benefit just as much from the experience as the people you seek to help

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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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