Cindy M. Sadler has 23 years of experience helping individuals and families in every aspect of planning and administering estates.  As an attorney, she works exclusively in the area of estate planning and probate  She works with a wide range of clients throughout Utah, with clients from almost every county in the state.  Cindy can provide you with a plan to minimize estate taxes and eliminate probate. Cindy will listen to you and put your wishes into legal documents to make sure that your desires are followed.  It is her goal to provide the documents you need for your unique situations - from the simplest estate to very complex arrangements.

Because life is constantly changing, Cindy recommends updating estate plans regularly, especially for those who are entering a second marriage, have had a significant change in the value of assets or have acquired additional properties.  Wills and trusts should be updated whenever there has been a significant change in one's life.

No estate is too small to be well planned.   For more information, contact Cindy at 801-274-0062.

.

Helping Utah Families and Individuals for over 20 Years with
Practical and Affordable Solutions to Estate-Planning Needs

Check your beneficiary designations

It is important to check your beneficiary designations on your life insurance and retirement accounts.  If you do not have a copy of your latest designations ask your financial institutions for a copy.  With all the recent changes in the financial institutions it is possible that your beneficiary designatiions have been lost.  If you keep copies in your files, your beneficiaries will be able to prove that they are the named beneficiaries on your accounts.

If is also possible to name a beneficiary to a bank account with a POD designation.  POD stands for "payable on death" beneficiary.  Naming a beneficiary will assure that the account does not need to be probated upon your death.

.

Planning Tip

Welcome