On October 8, estate and legacy wealth planning expert Randall J Holmgren, attorney with the St. George law firm, Jones Waldo, speaks to members of the SouthWest Federal Credit Union on “Estate Planning Myths: Why Estate Plans Fail and What to Do About It.”
Holmgren’s presentation will cover the best (and newest) methods for designing wills, trusts, power of attorney, medical directives and estate tax and asset protection planning.
According to Holmgren, “You don’t have to have millions or even thousands of dollars in the bank for thorough estate planning to be a smart choice for your family. If your family does not have an effective plan in place, state law becomes the default plan – often at great expense, both financially and emotionally.”
Further, Holmgren observes, “In recent years ‘bare bones’ wills and trusts have failed the objectives of Utah’s families. I have created this presentation to educate the community on how to preserve a legacy and not just hope that ‘bare bones’ documents will do the job.”'
Holmgren has helped hundreds of local families preserve and pass on their hard-earned wealth through wise estate planning decisions. He is a noted speaker on estate planning and regularly speaks to community and non-profit organizations. A licensed attorney for 25 years and a member of the American Academy of Estate Planning Attorneys, Holmgren has devoted his law practice to helping individual and families with estate and legacy wealth planning. Audiences statewide have enjoyed his informative, entertaining and easy-to-understand seminars.
To register for this seminar, call 801-534-7434. It will be held at the SouthWest Federal Credit Union, 162 North 400 East Building A101 Training Room, St. George, Utah 84770 on October 8, 2008 at 6:30 pm. The general public is invited to attend. For additional information, please visit Holmgren’s website at www.myestatematters.com.
For additional information contact Micquelle Corry at 801-521-3200, mcorry@joneswaldo.com.
