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Jason C. Hunter, Estate Planning Attorney
Salt Lake City, UT
Utah Estate, Tax, and Business Attorney Blog
Interests: Estate Planning, Tax Planning, Business Planning, Mergers and Acquisitions, Elder Law, and related legal fields.
Recent Activity
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Getting a trust is only the first step to making it effective. You also need to put your assets in it. Continue reading
Posted 3 hours ago at Salt Lake City Estate Planning
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“Many clients planning for long-term care are anxious about the consequences of using the Medicaid long-term care program to finance their long-term care, and rightfully so.” Continue reading
Posted 3 days ago at Salt Lake City Estate Planning
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“Elder abuse is an under-reported crime that preys on the people who worked hard to build our communities.” Several pieces of legislation in New York are being considered that are aimed at helping health care workers and bank employees identify abuse and fraud, so they can notify the authorities. The... Continue reading
Posted 4 days ago at Salt Lake City Estate Planning
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“When you leave a home to loved ones, they get a step-up in basis which means tax savings.” Continue reading
Posted 5 days ago at Salt Lake City Estate Planning
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“Here are three secrets about retiring that no one wants to talk about but that you need to hear.” Continue reading
Posted 6 days ago at Salt Lake City Estate Planning
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“Most families prepare for the unthinkable with a will, but today, it is just as important for families to prepare for the end of their digital life.” Continue reading
Posted 7 days ago at Salt Lake City Estate Planning
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“Unfortunately, you can't bank on the traditional idea that your tax bill will go down in retirement. Therefore, get a plan in place now.” Continue reading
Posted Aug 11, 2017 at Salt Lake City Estate Planning
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“Just because you’re retiring single doesn’t mean financial planning isn’t important. In fact, because planning for retirement is solely on your shoulders, having a comprehensive financial plan is critical to help you maximize your independence in retirement.” Continue reading
Posted Aug 10, 2017 at Salt Lake City Estate Planning
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“Hawaii last week passed legislation that will provide working family caregivers with financial assistance to help pay for costs associated with caring for their elders.” Continue reading
Posted Aug 9, 2017 at Salt Lake City Estate Planning
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If you have a trust, it should be fully funded now while you’re alive and well, not after you are gone, and your beneficiaries are using the probate court process. It involves putting your titled your assets in the name of the trust. There are many reasons why you may... Continue reading
Posted Aug 8, 2017 at Salt Lake City Estate Planning
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“When was the last time that you took a look at or updated your estate planning documents?” Continue reading
Posted Aug 7, 2017 at Salt Lake City Estate Planning
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“Do-it-yourselfers need to be careful not to trip over these common hurdles, as they craft their own last will and testament.” Continue reading
Posted Aug 4, 2017 at Salt Lake City Estate Planning
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“As you focus on your financial life, there’s a big elephant in the room you’re probably not seeing: your parent’s financial situation.” Continue reading
Posted Aug 3, 2017 at Salt Lake City Estate Planning
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“Penalties for cheating the elderly have gotten tougher in Tennessee.” Continue reading
Posted Aug 2, 2017 at Salt Lake City Estate Planning
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“Technically, the tax law imposes a gift tax on every single gift you make to someone else.” Continue reading
Posted Aug 1, 2017 at Salt Lake City Estate Planning
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“Most financial abuse of the elderly is committed by people close to the person, typically family, friends or caregivers.” Continue reading
Posted Jul 31, 2017 at Salt Lake City Estate Planning
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“It’s always a big story when top celebrities die. When they leave the scene without preparing for the proper distribution of their assets, they continue to generate embarrassing headlines as their heirs fight over money and property.” Continue reading
Posted Jul 29, 2017 at Salt Lake City Estate Planning
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“In the past, women tended to rely on their husbands for financial stability. These days, though, a woman has to look out for herself.” Continue reading
Posted Jul 28, 2017 at Salt Lake City Estate Planning
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“More than $30 trillion in wealth will be passed on from one generation to the next over the 10 years.” Continue reading
Posted Jul 27, 2017 at Salt Lake City Estate Planning
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“What must my children do to prove the houses are theirs, in order to sell them?” Continue reading
Posted Jul 26, 2017 at Salt Lake City Estate Planning
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“What's a revocable trust, and how does it work?” Continue reading
Posted Jul 25, 2017 at Salt Lake City Estate Planning
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“Before death, here's how you can gift assets to your heirs.” Continue reading
Posted Jul 21, 2017 at Salt Lake City Estate Planning
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“You're now responsible for generating your own retirement paycheck by drawing on Social Security, a pension (if you're fortunate enough to still have one) and your savings and investments.” Continue reading
Posted Jul 20, 2017 at Salt Lake City Estate Planning
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“The Arizona Supreme Court ruled Tuesday that a standard governing nursing home abuse suits was too restrictive and runs contrary to the aims of state law, reviving a suit that alleges nursing home neglect caused a patient’s death from sepsis.” Continue reading
Posted Jul 19, 2017 at Salt Lake City Estate Planning
“Edward Albee is, of course, best known for his plays (the most famous is: “Who’s Afraid of Virginia Woolf?”). However, he was also a collector, and visitors to his Tribeca loft were often struck by the museum-like array of tribal sculptures and contemporary paintings.” Continue reading
Posted Jul 18, 2017 at Salt Lake City Estate Planning