Estate Attorney
Do I Need an Estate Plan?
It is no wonder why so many clients put off estate planning until it is too late. The foundation of these plans is built on two things nobody likes to think about: death and taxes. It is not surprising that a good number of Americans do not have a will, let alone an estate plan. Fortunately, the estate lawyers at the law firm of Froerer & Miles in Ogden, UT, can assist you with a range of estate planning services, from simple wills and living trusts to estate tax planning, probate, and estate administration.
A will can be a relatively simple document that establishes your final wishes regarding the distribution of property and instructions regarding the care of minor children, but a detailed estate plan can go much further than a will. An estate plan deals with the distribution of assets and legacy wishes, but depending on the size of your estate, it can also help your heirs pay considerably less when it comes to taxes, fees, and court costs.
The attorneys at Froerer & Miles understand the intricacies of Utah state law in a range of fields, from family law to real estate. We can ensure your estate plan will comply with all applicable regulations while providing maximum benefits for your loved ones.
Chris B.
Froerer & Miles is an experienced legal office that cares. I'm so impressed with everyone there, from their kind and efficient reception staff all the way to the top. If you need help with Estate Planning, or just want a review of your current plans, consider Froerer & Miles. They're awesome and less expensive than other planners I've talked to.
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Esther H.
I knew we needed wills done for our young family. They returned my call right away, easily scheduled a free consultation, and recommended a great package to include wills and a living trust to take care of all of our assets. They were awesome in helping me take care of my family with no fuss at a great price. Would recommend them highly.
View On GoogleFroerer & Miles Serving the Estate Planning Needs of Northern Utah
Our Ogden, UT, law firm was founded in 1959 by attorney Robert E. Froerer, and offers a range of legal services in matters relating to family law, real estate law, and more. Our team of attorneys can help you carry out your planning needs and establish the documentation necessary to ensure that your estate will be handled exactly as you wish. Our Utah attorneys can provide you with tax guidance and asset protection services. We also handle:
- Revocable trusts and irrevocable trusts
- Simple and complex wills
- Will and trust review services, including codicils
- Special needs trusts
- Health care directives, medical directives, and living will documents
- General power of attorney and special power of attorney documents
- Guardianships
- Conservatorships
- Estate tax planning
- Probate and estate administration
Book Your Consultation
As counselors to our clients, we provide more than legal advice and boilerplate estate planning services. Our team of lawyers believes in developing an estate plan that accurately reflects your needs as well as those of your family. The legal team at Froerer & Miles takes the time needed to listen to your needs so that we can fully understand your position and the goals you are looking to achieve through your estate planning. Together, we can discuss and consider all of the options available so that we can develop the legal framework and documents needed to protect your legacy.
To schedule a consultation and begin the process of planning your estate, contact our Ogden, UT, office online or call:
(801) 621-2690
We welcome clients from throughout Layton and greater Ogden, Utah.
Estate Planning Can Help Your Loved Ones
There are a number of reasons to consider hiring a lawyer to help with your estate. This personal decision is not simply based on the potential size of your estate. Having legal documents drafted by our estate lawyers can save your family considerable time and expense. It can also preserve harmony during a difficult time. The primary reasons to consider an estate plan include:
- You have children
- You have one or more retirement accounts
- Privacy is important to you
- You would like to support charities
- You are a business owner
- You have special circumstances
- Your estate has a high net worth
Our lawyers will listen to your goals and can explain your best options. Estate planning provided by our lawyers has the flexibility to adapt as you and your family go through changes in assets, children and grandchildren, marriages and divorces, and many other possibilities.
Why is Estate Planning Important?
Estate planning attorney Kelly Miles has been helping clients of Froerer & Miles protect the future of their assets. He explains that estate planning is important for several reasons, including your peace of mind. His goal is to help you ensure that a reliable plan is in place so you do not need to worry about your family.
The Basics of Estate Planning
A Will
A last will and testament is a legal document that details how the decedent's property and the custody of any minor children should be handled following their passing. By expressing their wishes through the document, an individual names a trustee or executor to follow through with the stated intentions. A will can also indicate whether a testamentary trust should be created in the case of beneficiaries who are children or disabled.
While a will does provide instructions, it does not avoid probate. Assets titled in name or directed by the will of the decedent must go through the probate process before they can be distributed to any heirs.
A Living Trust
A revocable living trust can avoid probate and prevent court control of assets at incapacity. It consolidates all holdings (including those with beneficiary designations), provides maximum privacy, is valid in every state, and can be changed at any time. Even after passing, the trust remains. Assets are managed by a selected trustee until beneficiaries reach the age of inheritance. Trusts can continue to provide for loved ones with special needs, protect resources from a beneficiary's creditors, spouses (or ex-spouses should a divorce occur), and reckless spending.
While the initial expenses of a living trust are higher than those of a will, the benefits provided in the long-term are well worth considering, depending on the size of your estate.
Tracy E.
I appreciate the time and professionalism of Bob and his team in handling my legal matters. Their response to inquiries was always prompt and questions we answered to my satisfaction. I highly recommend Froerer & Miles.
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Angela B.
Knowledge, detailed and kind to clients. Made things happen in a timely manner.
View On GoogleEstate Planning Can Help You Stay Organized
If something happened, would your loved ones know where to find financial records, titles, and insurance policies? By planning for the future, you can organize records, locate titles, identify beneficiaries, and establish their respective designations. With the assistance of an attorney, you can also locate and correct errors that could cause added complications.
Peace of Mind
The law firm of Froerer & Miles gives you the added benefit of our wide range of services, including business and family law, to help you establish a well-planned and executed estate plan. By doing so, you can protect your property, help your family avoid probate, and enjoy the security of knowing that your family will be taken care of.
Begin Planning Now
The complexity of planning a large estate can be overwhelming, but it does not have to be. If a young family or single adult begins planning early, the plan can evolve as needs change and finances grow. Our team of attorneys can help younger clients establish a plan that includes a will, term life insurance, and powers of attorney for assets and health care decisions. Our Ogden, UT, law firm can also provide assistance in the case of estates that may have been neglected for a long period for any number of reasons. Now is a good time to begin planning your estate.
The importance of having a plan in place cannot be overstated. The beauty of estate planning is that changes can be made to reflect the changes in your life, such as a divorce or the birth of another child. Regardless of where your estate planning needs fall, one of our lawyers can help put your estate in order. We welcome clients from throughout greater Ogden and Layton.
Start Today
The law office of Froerer & Miles prides itself on a tradition of cultivating and maintaining long-term relationships with clients. Our Ogden attorneys believe in providing sterling legal service to our clients so that they can experience the peace of mind that comes with knowing that their family members will be taken care of.
We invite clients throughout Layton and greater Ogden to schedule a consultation at our office in Ogden, Utah. Contact us online or call
(801) 621-2690
Reid C.
I had an unbelievable experience working with Froerer & Miles. They were extremely professional and handled all of my concerns beautifully. The thing I love about them is how personable and friendly they are. They are exceptional in every way and very good to work with! They helped me in some matters with my business and made everything comfortable for me as we figured things out. I highly recommend this law firm to anyone who is going through divorce, bankruptcy, or just someone who needs some estate planning. Their team is top notch!
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John V.
Great firm to update family trust and will documents. Reasonable costs with attention to detail, legal advice, and service. Bryce Froerer is a consummate professional and legal advisor. Highly recommended.
View On GooglePhilanthropy
Leaving the world a better place for future generations through a one-time or continuing donation to charities that support institutions and ideals that you hold dear can be achieved by naming a charitable organization as a beneficiary in a will or trust. Giving to a charitable organization has a number of benefits, especially for estates that consist of sizable assets. It is not unusual for the owner of a considerable estate to tie philanthropic goals into their estate plan in order to reduce or eliminate capital gains taxes on assets that have appreciated. Philanthropic contributions from your estate can also reduce estate taxes.
Depending on how and when you would like to begin to contribute to the charities of your choice, you may elect to have one of our Ogden estate attorneys establish a charitable lead trust (CLT). This allows you to establish an income stream for a charity throughout your lifetime, with the remaining balance going to your beneficiaries upon your passing.
A charitable remainder trust (CRT) does the inverse, giving beneficiaries an income stream while the person who establishes the trust is alive, with the remainder going to the charity of choice. Both options provide the benefits of reducing the tax burden.
Regardless of what plan best meets your individual wishes, the law firm of Froerer & Miles in Ogden, UT, can help you with your charitable giving.
