Estate Planning Toolkit - A Beginner's Guide to Estate Planning in Utah

Authors

Amanda Christensen, Utah State UniversityFollow
Melanie Jewkes, Utah State UniversityFollow
Andrea Schmutz, Utah State UniversityFollow
KristiLyn Wilkinson
Vincenza Vicari-Bentley
Jerevie Canlas
Alicia Nelson-Bell
Lisa Schainker, Utah State UniversityFollow
Melanie Dabb
Justin Baer, Hirschi, Baer, & Clayton PLLC
Jared Hawkins, Utah State UniversityFollow

Document Type

Guide/Manual

Publisher

Utah State University Extension

Publication Date

4-30-2024

First Page

1

Last Page

43

Abstract

Normalizing the estate planning conversation can help eliminate emotional distance or fear when discussing important life planning matters. Approaching discussions in a loving and calm manner can bring family closer together and minimize or avoid contention and resentment. Talking about estate planning doesn’t have to be uncomfortable and emotional. Where possible, start conversations early to have a more positive experience, rather than planning at the time of a life crisis. If you have children, start these conversations when they are young to help normalize the process. The Estate Planning Toolkit is a helpful preparation resource that covers wills, trusts, life and disability insurance, advance health care directives, and action items when someone dies, among other things.

Recommended Citation

Christensen, A. H., Jewkes, M., Schmutz, A., Wilkinson, K., Vicari-Bentley, V., Canlas, J., Nelson-Bell, A., Schainker, L., Dabb, M., Baer, J., & Hawkins, J. (2024). Estate planning toolkit - a beginner's guide to estate planning in Utah. Utah State University Extension.