• posted: Sep. 23, 2023
• Joseph M. Udall
• Estate Planning
• LLCs,  small business,  grantor retained annuity trust,  partnerships

Your ownership share in a family business is likely one of your most valuable assets. It took a good deal of work and dedication to grow it into what it Read More

• posted: Aug. 23, 2023
• Joseph M. Udall
• Estate Planning
• trustee,  personal representative,  executor

Achieving your estate planning goals can largely depend on your selection of a reliable personal representative. This is the individual who will have legal authority to carry out your instructions, Read More

• posted: Jun. 23, 2023
• Joseph M. Udall
• Estate Planning
• health care,  parents,  wealth management

Seeing your parents age and slow down likely makes you think about how they will manage their health care and financial affairs late in life. Another question is what provisions Read More

• posted: May 23, 2023
• Joseph M. Udall
• Estate Planning
• trusts,  power of attorney,  divorce,  wills

Divorce is a life-changing event that can significantly impact your personal finances. Several of the estate planning decisions you made while married may no longer serve your purposes and intentions. Read More

• posted: Apr. 23, 2023
• Joseph M. Udall
• Estate Planning
• power of attorney,  revocation

A power of attorney lets you grant someone the authority to manage some or all of your financial affairs in defined circumstances. Usually, the power is not executed unless and Read More

• posted: Jan. 23, 2023
• Joseph M. Udall
• Estate Planning
• healthcare power of attorney

Whether due to disease, injury or simple aging, you may someday be left incapacitated and in need of assistance in obtaining necessary medical care. To prevent the prospect of a Read More