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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.

Search results for "Parents".
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
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
Talking to Your Parents About Estate Planning
Posted on Nov. 17, 2011

Check out this great article from Family Education.

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Estate Planning | Parents
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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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