Why Experience Matters

Estate planning and probate are areas of the law where a lawyer’s experience really matters. When you draft a will or a trust, you create a document that will have to hold up to legal scrutiny many years into the future.

 

An Estate Plan Custom-Made For You

Everyone should have some type of estate plan. Everyone should have a will, a power of attorney and a health care directive to make their wishes known and to spare their loved ones frustration and heartache.

In addition, many families can benefit from more advanced estate planning tools such as trusts. These can be customized to meet many different purposes, including preserving assets, caring for vulnerable family members or providing for charities.

When you come to me for help, I learn about your family’s circumstances and your wishes for the future. I can then put together a plan that will build your legacy and set your family on the path toward your goals.

How we can help

Planning Your Estate

Planning Your Estate

Everyone should have an estate plan. Even if you don’t have a lot of property to pass on, having an estate plan makes your wishes known and gives them legal effect. It protects assets for your loved ones and saves them a lot of frustration.

I am attorney Randy M. Lish, and I help clients with many issues in estate law, including:

  • Wills
  • Trusts
  • Durable powers of attorney
  • Health care directives
  • Medicaid planning
  • Probate
  • Elder law
  • Asset protection planning

I have been helping clients plan and administer estates since 1982, and in that time I have seen how smart planning can do wonderful things for families and individuals. My experience gives me valuable insight into the best ways clients can meet their goals and avoid potential problems.

Plans Built For You

No two estate plans are exactly alike. When you come to me for help with estate planning, I work with you to draft documents that reflect your goals.

Estate plans can run from relatively simple to highly complex. I recommend that everyone should have a will, a power of attorney and a health care directive, and many people will need no more than those documents. Others may want more advanced tools such as trusts, which can be customized to meet many different goals. How relatively simple or complex your plan will be is up to you.

Get Started

It is important to speak to a lawyer about your options when creating your estate plan. Read answers to some frequently asked questions here, and then get started building your legacy by calling my office today at 801-900-6373. You can also contact me by email.

Randy M. Lish, Attorney at Law, has offices in Provo, Utah, and helps clients throughout the surrounding area.

Medicaid Planning - What You Need to Know

Medicaid Planning – What You Need to Know

What Not To Do

Do Not Transfer Your House To Your Children

Do Not Confuse The Look-Back Period With The Disqualification Period

Do Not Apply For Medicaid Without A Plan To Ensure You Qualify

What To Do

Ask Questions

Find Out What The Rules Are

Find Out What Your Options Are From A Qualified Medicaid Planning Attorney

Things To Remember

It’s Never Too Late: Medicaid planning can begin anytime, even if a family member is already in a skilled care facility.

You Can Keep Your Home: If you are married, your home is exempt from Medicaid’s calculation of what your contribution should be. If you are not married, your home may still be an exempt asset if you follow certain procedures.

Don’t Give Away The Store: Since major changes in the law in 2006, giving away your assets may create unforeseen problems in qualifying.

Mind The “Safe Harbor” Provisions: Be aware of and take advantage of the safe harbors that Congress has provided in the laws and rules regarding Medicaid planning.

Carefully Choose When You Apply For Medicaid: Applying too early can mean a longer wait for Medicaid, while applying too late can mean having to pay for months of care you may not have had to. Do not apply for Medicaid without a plan.

CALL FOR A FREE CONSULTATION – 801-900-6373

Frequently Asked Questions

Frequently Asked Questions

Estate planning is widely misunderstood. Many people assume that the subject is relevant only to the very wealthy, but that is not the case.

I am attorney Randy M. Lish, and I believe in fully informing my clients about their legal options. Here are answers to some frequently asked questions about estate planning and my legal practice.

Do I Need A Will?

Yes, everyone should have a will to make sure your property goes where you want it to go after you pass away, and not where the state decides it should go. Having a will ensures your wishes are respected, and saves your heirs’ money and a great deal of frustration.

What Happens If I Don’t Have A Will?

When a person passes away without a will, a probate court must track down the nearest of kin in order to distribute deceased person’s assets, known as the estate. This takes time and money, and these costs come out of the estate. This method can result in distant relatives inheriting everything while close companions get nothing.

Do I Need A Lawyer To Draft A Will?

Yes. To be legally enforceable, your will must meet certain formalities required by Utah law. To do the job it is supposed to do, and to minimize the chance of legal disputes, your will must be very carefully drafted for your specific needs and goals. For these purposes and more, it is important that you get help from a professional.

How Much Does It Cost To Write A Will?

When drafting a will for a couple, I typically charge about $400. Charges may vary depending on the complexity involved or other considerations.

Do I Need A Trust?

Not everyone needs a trust, but a trust can be invaluable for those who wish to exercise greater control over their estates. There are many different types of trusts, and they can be customized to serve many different purposes, including preserving assets, caring for vulnerable loved ones or providing for a favorite charity. There are even trusts that can go into effect during your lifetime.

Should I Tell Your Family About My Estate Plan?

Yes, absolutely. Two of the main reasons for crafting an estate plan are to make your wishes known and to spare your loved ones a lot of uncertainty and conflict. It is best to let them know what you intend to do beforehand.

How Often Should I Update My Plan?

It’s a good idea to have your plan reviewed every one or two years, or if there is a life-changing event. I generally do not charge my clients a fee for a simple review, although there may be fees involved if the will needs more than minor updating.

How Do I Get Started?

Get started by calling my office today at 801-900-6373. You can also send an email.

Randy M. Lish, Attorney at Law, has offices in Provo, Utah, and represents clients throughout the area.

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